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Jefferies Financial Group
JEF

Overview Fund Activity

429 hedge funds and large institutions have $6.03B invested in Jefferies Financial Group in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
13.92%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
40
Increased
156
Reduced
147
Closed
30
Calls
$17.8M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$9.18M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
$123M
2
JHIU
Janus Henderson Investors US
Colorado
$50.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$554M
4
AQR Capital Management
AQR Capital Management
Connecticut
$43.6M
5
SI
Sentry Investments
Ontario, Canada
$42M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.5M
2
AR
Advisory Research
Illinois
$68.1M
3
HCM
Highbridge Capital Management
New York
$0
4
First Manhattan
First Manhattan
New York
$215M
5
BA
BlackRock Advisors
Delaware
$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
1IC
376
1919 Investment Counsel
Maryland
$82K – – –
Envestnet Asset Management
377
Envestnet Asset Management
Illinois
$80K +$23.4K +956 +41%
IC
378
IKOS CIF
Cyprus
$80K +$80K +3,222 New
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$75K +$752 +31 +1%
PIP
380
Perennial Investment Partners
Australia
$70K +$70K +2,874 New
BBHC
381
Brown Brothers Harriman & Co
New York
$67K +$4.77K +197 +8%
LTFS
382
Ladenburg Thalmann Financial Services
Florida
$67K +$9.57K +389 +17%
WT
383
Whittier Trust
California
$65K – – –
GIS
384
Guardian Investor Services
New York
$64K -$509 -21 -0.8%
DekaBank Deutsche Girozentrale
385
DekaBank Deutsche Girozentrale
Germany
$57K -$42.6K -1,771 -43%
LIA
386
LS Investment Advisors
Michigan
$56K +$32.6K +1,326 +139%
LWCFA
387
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K – – –
ECM
388
Endex Capital Management
Kansas
$53K – – –
Robeco Institutional Asset Management
389
Robeco Institutional Asset Management
Netherlands
$51K – – –
NYLT
390
New York Life Trust
New York
$51K +$6.88K +281 +16%
SSB
391
Sandy Spring Bank
Maryland
$50K – – –
TC
392
TradeLink Capital
Illinois
$46K -$54.1K -2,234 -54%
AAM
393
Advisors Asset Management
Colorado
$46K -$2.71K -112 -6%
OMCS
394
Old Mutual Customised Solutions
South Africa
$46K – – –
CTC
395
Central Trust Company
Missouri
$41K – – –
JIC
396
Joel Isaacson & Co
New York
$41K – – –
ST
397
SpiderRock Trading
Illinois
$40K -$3K – –
IMS
398
Index Management Solutions
Pennsylvania
$40K +$40K +1,622 New
CA
399
CapWealth Advisors
Tennessee
$39K – – –
SAMC
400
Shinko Asset Management Company
Japan
$38K – – –
14 15
16
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