JEF icon

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 %
Robeco Institutional Asset Management
401
Robeco Institutional Asset Management
Netherlands
$53K – – –
SSB
402
Sandy Spring Bank
Maryland
$52K – – –
LTFS
403
Ladenburg Thalmann Financial Services
Florida
$51K -$18.5K -725 -27%
AAM
404
Advisors Asset Management
Colorado
$51K +$2.84K +112 +6%
GLI
405
Guardian Life Insurance
New York
$50K -$52K -2,056 -51%
OMCS
406
Old Mutual Customised Solutions
South Africa
$48K – – –
IMS
407
Index Management Solutions
Pennsylvania
$46K +$5.05K +200 +12%
CTC
408
Central Trust Company
Missouri
$43K – – –
CA
409
CapWealth Advisors
Tennessee
$41K – – –
SAMC
410
Shinko Asset Management Company
Japan
$40K – – –
MFS
411
MSI Financial Services
Massachusetts
$35K +$5.32K +207 +18%
QT
412
Quantbot Technologies
New York
$31K +$31K +1,229 New
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$27K -$50K -2,007 -65%
LWM
414
Lenox Wealth Management
Ohio
$27K +$27K +1,072 New
EWM
415
Evercore Wealth Management
New York
$23K -$3.71K -137 -14%
HNB
416
Huntington National Bank
Ohio
$22K +$3.11K +123 +16%
MWP
417
MYCIO Wealth Partners
Pennsylvania
$21K +$21K +838 New
TAM
418
Tocqueville Asset Management
New York
$21K +$21K +838 New
MAM
419
Mizuho Asset Management
Japan
$20K – – –
EWM
420
Edge Wealth Management
New York
$20K – – –
Federated Hermes
421
Federated Hermes
Pennsylvania
$19K -$599K -23,394 -97%
WRM
422
Westport Resources Management
Connecticut
$18K – – –
HCM
423
Highlander Capital Management
New Jersey
$17K – – –
TIM
424
Tortoise Investment Management
New York
$17K – – –
IC
425
IKOS CIF
Cyprus
$16K -$64.8K -2,584 -80%
15 16
17
18 19