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Jefferies Financial Group
JEF

Overview Fund Activity

437 hedge funds and large institutions have $6.79B invested in Jefferies Financial Group in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 175 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-6
Holders Change %
-1.35%
% of All Funds
10.91%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
41
Increased
151
Reduced
175
Closed
37
Calls
$16M
Puts
$6.15M
Net Calls
+$9.89M
Net Calls Change
-$34.3M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$66.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$79.8M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$378M
4
American Century Companies
4
American Century Companies
Missouri
$63.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$23M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$10.9M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$78.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$289M
4
BIP
4
Brandes Investment Partners
California
$72.8M
5
FPA
5
First Pacific Advisors
California
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$58K -$542 -24 -0.9%
MCM
377
Manchester Capital Management
Vermont
$57K -$20.2K -893 -26%
Fuller & Thaler Asset Management
378
Fuller & Thaler Asset Management
California
$56K -$84K -3,686 -60%
PWM
379
Perigon Wealth Management
California
$55K +$55K +2,443 New
OAM
380
Oppenheimer Asset Management
New York
$53K +$10.1K +445 +24%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K +$631 +28 +1%
IP
382
Isthmus Partners
Wisconsin
$50K – – –
FANJ
383
Financial Architects (New Jersey)
New Jersey
$47K – – –
Twin Tree Management
384
Twin Tree Management
Texas
$42K +$23K +1,011 +122%
GXMC
385
Global X Management Company
New York
$41K +$1.19K +52 +3%
Fifth Third Bancorp
386
Fifth Third Bancorp
Ohio
$39K +$38.1K +1,702 +4,255%
PAI
387
Pittenger & Anderson Inc
Nebraska
$38K – – –
NSIM
388
North Star Investment Management
Illinois
$37K – – –
TRCT
389
Tower Research Capital (TRC)
New York
$35K +$7.96K +353 +29%
AAM
390
Advisors Asset Management
Colorado
$33K -$17K -751 -34%
SFSIG
391
San Francisco Sentry Investment Group
California
$32K +$22 +1 +0.1%
JWA
392
JFS Wealth Advisors
Pennsylvania
$24K – – –
FPFS
393
First Personal Financial Services
North Carolina
$24K – – –
AIS
394
Accurate Investment Solutions
Pennsylvania
$20K +$67 +3 +0.3%
GLI
395
Guardian Life Insurance
New York
$18K -$362 -16 -2%
FHA
396
First Horizon Advisors
Tennessee
$18K +$22 +1 +0.1%
PHK
397
Point72 Hong Kong
Hong Kong
$16K -$37.3K -1,684 -70%
AIL
398
AGF Investments LLC
Ontario, Canada
$16K +$1.36K +60 +9%
CTC
399
Central Trust Company
Missouri
$15K -$2.51K -112 -14%
OIA
400
OneDigital Investment Advisors
Kansas
$15K – – –
14 15
16
17 18