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Jefferies Financial Group
JEF

Overview Fund Activity

444 hedge funds and large institutions have $6.34B invested in Jefferies Financial Group in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 169 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+15
Holders Change %
+3.5%
% of All Funds
12.9%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.7%
New
53
Increased
135
Reduced
169
Closed
37
Calls
$17.4M
Puts
$38.5M
Net Calls
-$21M
Net Calls Change
-$109K

Top Buyers

1
SFM
Soros Fund Management
New York
$121M
2
BAM
Burgundy Asset Management
Ontario, Canada
$162M
3
Citadel Advisors
Citadel Advisors
Florida
$27.7M
4
Deutsche Bank
Deutsche Bank
Germany
$43.4M
5
SI
Sentry Investments
Ontario, Canada
$58.3M

Top Sellers

1
First Manhattan
First Manhattan
New York
$181M
2
JHIU
Janus Henderson Investors US
Colorado
$13.3M
3
AR
Advisory Research
Illinois
$31.5M
4
HK
Horizon Kinetics
New York
$255M
5
FCM
Fairholme Capital Management
Florida
$509M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
376
Trust Company of Vermont
Vermont
$183K – – –
CCM
377
Chilton Capital Management
Texas
$180K – – –
QBFM
378
QS Batterymarch Financial Management
New York
$156K -$5.13K -201 -3%
GH
379
GAM Holding
Switzerland
$133K – – –
IWC
380
Integrated Wealth Counsel
California
$132K – – –
Nordea Investment Management
381
Nordea Investment Management
Sweden
$128K – – –
Macquarie Group
382
Macquarie Group
Australia
$122K +$87.9K +3,463 +258%
BPBT
383
Boston Private Bank & Trust
Massachusetts
$111K – – –
DADC
384
D.A. Davidson & Co
Montana
$109K -$18.1K -715 -14%
SFPIA
385
Stevens First Principles Investment Advisors
California
$107K – – –
BA
386
BlackRock Advisors
Delaware
$105K – – –
Envestnet Asset Management
387
Envestnet Asset Management
Illinois
$95K +$12.5K +494 +15%
WA
388
WFG Advisors
Texas
$92K +$2.6K +103 +3%
TRCT
389
Tower Research Capital (TRC)
New York
$88K -$33.5K -1,311 -28%
KCPG
390
Kavar Capital Partners Group
Kansas
$87K +$87K +3,463 New
1IC
391
1919 Investment Counsel
Maryland
$85K – – –
BAM
392
Brave Asset Management
New Jersey
$85K +$85K +3,351 New
GIS
393
Guardian Investor Services
New York
$71K +$4.15K +164 +6%
BBHC
394
Brown Brothers Harriman & Co
New York
$70K – – –
WT
395
Whittier Trust
California
$68K – – –
CLOS
396
Compagnie Lombard Odier SCmA
Switzerland
$67K +$67K +2,649 New
DekaBank Deutsche Girozentrale
397
DekaBank Deutsche Girozentrale
Germany
$60K – – –
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
ECM
399
Endex Capital Management
Kansas
$55K – – –
ST
400
Spot Trading
Illinois
$55K +$55K +2,186 New
14 15
16
17 18