JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $4.16B invested in Jefferies Financial Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 189 reducing their positions, and 69 closing their positions.

Holders
449
Holders Change
-14
Holders Change %
-3.02%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
60
Increased
134
Reduced
189
Closed
69
Calls
$2.87M
Puts
$11.3M
Net Calls
-$8.41M
Net Calls Change
-$2.37M

Top Buyers

1
MCM
1
Moerus Capital Management
New York
$33.6M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$88.8M
3
BAM
3
Burgundy Asset Management
Ontario, Canada
$79.8M
4
FPA
4
First Pacific Advisors
California
$359M
5
WCM
5
Wallace Capital Management
Texas
$21.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.8M
2
AL
2
AJO LP
Pennsylvania
$3.55M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.5M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
351
Ameritas Investment Partners
Nebraska
$92K 5,326 – –
ST
352
Smithfield Trust
Pennsylvania
$87K 5,000 – –
Victory Capital Management
353
Victory Capital Management
Texas
$74K 4,276 -28 -0.7%
IA
354
IFP Advisors
Florida
$70K 4,008 -485 -11%
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$65K 3,782 -500 -12%
DWM
356
Doyle Wealth Management
Florida
$63K 3,655 +3,655 New
ClearBridge Investments
357
ClearBridge Investments
New York
$60K 3,482 -10,326 -75%
S
358
SignatureFD
Georgia
$59K 3,406 +1,700 +100%
QI
359
QS Investors
New York
$58K 3,334 – –
ZB
360
Zions Bancorporation
Utah
$54K 3,137 -4 -0.1%
GWS
361
Glassman Wealth Services
Virginia
$52K 3,014 – –
TRCT
362
Tower Research Capital (TRC)
New York
$51K 2,968 -6,148 -67%
MCM
363
Manchester Capital Management
Vermont
$51K 2,250 – –
FHA
364
First Horizon Advisors
Tennessee
$51K 2,966 +17 +0.6%
RIM
365
Rampart Investment Management
Connecticut
$50K 2,861 -9,112 -76%
CIA
366
CSat Investment Advisory
Michigan
$49K 2,845 +1,499 +111%
IAS
367
INR Advisory Services
Pennsylvania
$47K 2,699 – –
YWP
368
YorkBridge Wealth Partners
New York
$47K 2,700 – –
LS
369
Livforsakringsbolaget Skandia
Sweden
$47K 2,727 – –
TCOV
370
Trust Company of Vermont
Vermont
$43K 2,479 -8,962 -78%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$41K 2,380 +2,142 +900%
MOS
372
MGO One Seven
Ohio
$37K 2,147 +2,147 New
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K 2,000 -25 -1%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$34K 1,944 -165 -8%
Macquarie Group
375
Macquarie Group
Australia
$33K 1,900 -400 -17%
13 14
15
16 17