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Jefferies Financial Group
JEF

Overview Fund Activity

400 hedge funds and large institutions have $4.61B invested in Jefferies Financial Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
10.69%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
42
Increased
145
Reduced
130
Closed
48
Calls
$8.08M
Puts
$5.28M
Net Calls
+$2.8M
Net Calls Change
+$20M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
2
Capital Research Global Investors
Capital Research Global Investors
California
$85.7M
3
LPU
Lansdowne Partners (UK)
United Kingdom
$30.5M
4
FPA
First Pacific Advisors
California
$390M
5
ACM
Ashe Capital Management
New Jersey
$115M

Top Sellers

1
SCM
Scopia Capital Management
New York
$25.4M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.87M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.23M
4
MA
Marshfield Associates
District of Columbia
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
376
First Financial Corp
Indiana
$6K – – –
GAM
377
Gemmer Asset Management
California
$6K – – –
NFG
378
Next Financial Group
Texas
$6K +$2.26K +168 +60%
WEC
379
Winslow Evans & Crocker
Massachusetts
$4.33K – – –
ZB
380
Zions Bancorporation
Utah
$4K – – –
CFA
381
Carroll Financial Associates
North Carolina
$3K – – –
WAM
382
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.46K +99 +95%
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
KT
385
Kanaly Trust
Texas
$2K – – –
S
386
SignatureFD
Georgia
$2K – – –
VIA
387
Vantage Investment Advisors
Pennsylvania
$2K – – –
TFO
388
Tarbox Family Office
California
$2K – – –
EARNEST Partners
389
EARNEST Partners
Georgia
$2K – – –
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$1K -$3.24K -311 -76%
PCP
391
Proficio Capital Partners
Massachusetts
$1K -$2.62K -220 -72%
QAM
392
QCI Asset Management
New York
$1K – – –
PFBT
393
Parkside Financial Bank & Trust
Missouri
$1K – – –
HCM
394
Herndon Capital Management
Georgia
$1K +$1K +35 New
GXMC
395
Global X Management Company
New York
$1K +$1K +51 New
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
$1K +$1K +63 New
PIA
397
Piedmont Investment Advisors
North Carolina
$207 +$207 +13 New
MA
398
Marshfield Associates
District of Columbia
– -$17.8M -1,228,724 Closed
WG
399
Winton Group
United Kingdom
– -$13.6M -942,219 Closed
BCM
400
Becker Capital Management
Oregon
– -$7.34M -507,362 Closed
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