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Jefferies Financial Group
JEF

Overview Fund Activity

415 hedge funds and large institutions have $5.01B invested in Jefferies Financial Group in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.53%
New
51
Increased
120
Reduced
149
Closed
32
Calls
$10.8M
Puts
$3.7M
Net Calls
+$7.14M
Net Calls Change
+$4.34M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$272M
2
Morgan Stanley
Morgan Stanley
New York
$28.4M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$30.5M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$557M

Top Sellers

1
LPU
Lansdowne Partners (UK)
United Kingdom
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$118M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$241M
4
SCM
Scopia Capital Management
New York
$0
5
First Manhattan
First Manhattan
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
401
Tarbox Family Office
California
$3K – – –
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
QAM
403
QCI Asset Management
New York
$2K – – –
KT
404
Kanaly Trust
Texas
$2K – – –
EARNEST Partners
405
EARNEST Partners
Georgia
$2K – – –
PCP
406
Proficio Capital Partners
Massachusetts
$2K +$623 +38 +45%
HCM
407
Herndon Capital Management
Georgia
$1K – – –
PFBT
408
Parkside Financial Bank & Trust
Missouri
$1K – – –
WTB
409
Washington Trust Bank
Washington
$1K +$1K +44 New
AIM
410
Acrospire Investment Management
Illinois
$1K +$1K +47 New
PIA
411
Piedmont Investment Advisors
North Carolina
$228 – – –
LPU
412
Lansdowne Partners (UK)
United Kingdom
– -$30.5M -1,967,746 Closed
SCM
413
Scopia Capital Management
New York
– -$25.4M -1,637,663 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
414
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$7.8M -502,708 Closed
First Trust Advisors
415
First Trust Advisors
Illinois
– -$6.15M -396,118 Closed
CS
416
Candriam SCA
Luxembourg
– -$4.9M -316,047 Closed
TCM
417
Twin Capital Management
Pennsylvania
– -$3M -193,609 Closed
AL
418
Airain Ltd
Guernsey
– -$2.76M -177,588 Closed
Jacobs Levy Equity Management
419
Jacobs Levy Equity Management
New Jersey
– -$2.23M -143,730 Closed
FP
420
FDO Partners
Massachusetts
– -$1.24M -80,092 Closed
DCM
421
Dynamic Capital Management
Jersey
– -$885K -57,063 Closed
BF
422
BOK Financial
Oklahoma
– -$873K -56,266 Closed
Capstone Investment Advisors
423
Capstone Investment Advisors
New York
– -$824K -53,140 Closed
Janney Montgomery Scott
424
Janney Montgomery Scott
Pennsylvania
– -$774K -49,929 Closed
Mackenzie Financial
425
Mackenzie Financial
Ontario, Canada
– -$551K -35,488 Closed
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