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Jefferies Financial Group
JEF

Overview Fund Activity

410 hedge funds and large institutions have $4.13B invested in Jefferies Financial Group in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.94%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
48
Increased
150
Reduced
135
Closed
57
Calls
$4.45M
Puts
$21.7M
Net Calls
-$17.2M
Net Calls Change
-$2.82M

Top Buyers

1
SCM
Scopia Capital Management
New York
$106M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$97.9M
3
FPA
First Pacific Advisors
California
$338M
4
AVC
Arlington Value Capital
Utah
$104M
5
ACM
Ashe Capital Management
New Jersey
$91.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
FCM
Fairholme Capital Management
Florida
$1.07M
3
CWAM
Columbia Wanger Asset Management
Illinois
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$228M
5
MA
Marshfield Associates
District of Columbia
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
376
Highlander Capital Management
New Jersey
$10K – – –
CFS
377
Commonwealth Financial Services
West Virginia
$9K – – –
ATC
378
Adirondack Trust Company
New York
$7K – – –
TWA
379
TCI Wealth Advisors
Arizona
$7K – – –
CFA
380
CT Financial Advisors
Pennsylvania
$6.49K +$14 +1 +0.2%
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$6K -$21.1K -1,430 -78%
FFC
382
First Financial Corp
Indiana
$6K – – –
TDC
383
Thompson Davis & Co
Virginia
$6K – – –
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$5.48K +$5.48K +379 New
GAM
385
Gemmer Asset Management
California
$5K +$735 +56 +17%
JIC
386
Joel Isaacson & Co
New York
$5K +$5K +335 New
SBL
387
Sargent Bickham Lagudis
Colorado
$5K +$5K +368 New
WEC
388
Winslow Evans & Crocker
Massachusetts
$4.04K – – –
NFG
389
Next Financial Group
Texas
$4K – – –
TCM
390
Tradewinds Capital Management
Washington
$4K – – –
ZB
391
Zions Bancorporation
Utah
$4K +$1.28K +78 +47%
PCP
392
Proficio Capital Partners
Massachusetts
$4K +$2.03K +154 +103%
CFA
393
Carroll Financial Associates
North Carolina
$3K -$17.7K -1,340 -86%
LJHT
394
Laurie J. Hall Trustee
$3K – – –
S
395
SignatureFD
Georgia
$2K -$1.48K -77 -43%
EARNEST Partners
396
EARNEST Partners
Georgia
$2K – – –
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
VIA
398
Vantage Investment Advisors
Pennsylvania
$2K +$18 +1 +0.9%
WAM
399
Wealthspire Advisors (Maryland)
Maryland
$2K +$731 +38 +58%
KT
400
Kanaly Trust
Texas
$2K +$2K +133 New
14 15
16
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