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Jefferies Financial Group
JEF

Overview Fund Activity

428 hedge funds and large institutions have $6.18B invested in Jefferies Financial Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 129 increasing their positions, 173 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
10.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.63%
New
60
Increased
129
Reduced
173
Closed
38
Calls
$10.6M
Puts
$3.61M
Net Calls
+$7.02M
Net Calls Change
-$123K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$389M
2
Capital Research Global Investors
Capital Research Global Investors
California
$195M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
4
TSW
Thompson Siegel & Walmsley
Virginia
$28.5M
5
State Street
State Street
Massachusetts
$338M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$73.3M
2
ACM
Ashe Capital Management
New Jersey
$72.2M
3
AVC
Arlington Value Capital
Utah
$94.2M
4
SCM
Sterling Capital Management
North Carolina
$132M
5
Canada Life
Canada Life
Manitoba, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
376
Guardian Life Insurance
New York
$29K – – –
GXMC
377
Global X Management Company
New York
$26K +$10.1K +488 +63%
FMP
378
Financial Management Professionals
Texas
$24K +$23K +1,117 +2,234%
Lazard Asset Management
379
Lazard Asset Management
New York
$24K +$24K +1,196 New
ADL
380
Asset Dedication LLC
California
$23K – – –
AIL
381
AGF Investments LLC
Ontario, Canada
$23K +$23K +1,066 New
CTC
382
Central Trust Company
Missouri
$22K – – –
JWA
383
JFS Wealth Advisors
Pennsylvania
$22K – – –
FPFS
384
First Personal Financial Services
North Carolina
$22K – – –
PIA
385
Piedmont Investment Advisors
North Carolina
$21.5K +$21.2K +1,018 +7,831%
TCM
386
Tradewinds Capital Management
Washington
$19K – – –
CF
387
CenterStar Fund
Illinois
$18K – – –
AIS
388
Accurate Investment Solutions
Pennsylvania
$18K +$61 +3 +0.3%
PSC
389
Prentiss Smith & Co
Vermont
$17K +$86 +4 +0.5%
ARMC
390
American Research & Management Company
Massachusetts
$14K – – –
HCM
391
Highlander Capital Management
New Jersey
$14K – – –
HNB
392
Huntington National Bank
Ohio
$13K -$1.66K -77 -11%
QCG
393
Quadrant Capital Group
Ohio
$13K -$728 -41 -5%
CFS
394
Commonwealth Financial Services
West Virginia
$13K – – –
AW
395
Alpha Windward
Massachusetts
$13K +$13K +641 New
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
$12K -$1.81K -90 -13%
GAM
397
Gemmer Asset Management
California
$12K +$2.91K +143 +32%
WIM
398
Westside Investment Management
California
$10K +$10K +470 New
GWS
399
Glassman Wealth Services
Virginia
$10K +$9.49K +464 +1,856%
NFG
400
Next Financial Group
Texas
$9K – – –
14 15
16
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