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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 %
NFG
401
Next Financial Group
Texas
$9K – – –
TDC
402
Thompson Davis & Co
Virginia
$9K – – –
TWA
403
TCI Wealth Advisors
Arizona
$8K – – –
CFA
404
CT Financial Advisors
Pennsylvania
$7.95K – – –
MRCM
405
M&R Capital Management
New Jersey
$7K – – –
MI
406
Markston International
New York
$6K -$6.02K -280 -50%
EARNEST Partners
407
EARNEST Partners
Georgia
$6K +$3.59K +167 +149%
ZB
408
Zions Bancorporation
Utah
$5K – – –
CCM
409
Cribstone Capital Management
Maine
$5K +$5K +223 New
SAM
410
Solaris Asset Management
New York
$4K – – –
EF
411
Empirical Finance
Pennsylvania
$4K +$4K +179 New
WAM
412
Wealthspire Advisors (Maryland)
Maryland
$3K -$1.72K -91 -36%
KT
413
Kanaly Trust
Texas
$3K – – –
EFSCE
414
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TFO
415
Tarbox Family Office
California
$3K – – –
PCP
416
Proficio Capital Partners
Massachusetts
$3K – – –
CFA
417
Carroll Financial Associates
North Carolina
$3K – – –
PFBT
418
Parkside Financial Bank & Trust
Missouri
$3K +$1.8K +97 +149%
QAM
419
QCI Asset Management
New York
$2K – – –
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
OFW
421
Omnia Family Wealth
Florida
$2K +$2K +82 New
WTB
422
Washington Trust Bank
Washington
$1K – – –
EA
423
Edge Advisors
Georgia
$1K +$1K +79 New
VCM
424
Versant Capital Management
Arizona
$1K +$1K +94 New
GT
425
Glenmede Trust
Pennsylvania
$1K +$748 +95 +297%
15 16
17
18 19