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

Top Sellers

1
ACM
Ashe Capital Management
New Jersey
$10.9M
2
Principal Financial Group
Principal Financial Group
Iowa
$78.9M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$289M
4
BIP
Brandes Investment Partners
California
$72.8M
5
FPA
First Pacific Advisors
California
$487M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
401
Highlander Capital Management
New Jersey
$15K – – –
OIA
402
OneDigital Investment Advisors
Kansas
$15K – – –
LNB
403
Ledyard National Bank
$15K +$15K +670 New
GAM
404
Gemmer Asset Management
California
$13K – – –
HNB
405
Huntington National Bank
Ohio
$12K – – –
GWS
406
Glassman Wealth Services
Virginia
$11K -$45 -2 -0.4%
WIM
407
Westside Investment Management
California
$10.6K – – –
QCG
408
Quadrant Capital Group
Ohio
$10K -$4.48K -239 -31%
TDC
409
Thompson Davis & Co
Virginia
$10K – – –
ATC
410
Adirondack Trust Company
New York
$10K – – –
ARMC
411
American Research & Management Company
Massachusetts
$8K – – –
DSN
412
D. Scott Neal
Kentucky
$8K +$8K +335 New
CBOA
413
Commonwealth Bank of Australia
Australia
$7K -$74.7K -3,575 -91%
WAM
414
Wealthspire Advisors (Maryland)
Maryland
$7K +$152 +7 +2%
TWA
415
TCI Wealth Advisors
Arizona
$6K – – –
BTIS
416
BB&T Investment Services
North Carolina
$6K +$6K +255 New
ZB
417
Zions Bancorporation
Utah
$5K +$1.81K +76 +57%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
PCM
419
Prelude Capital Management
New York
$4K +$4K +158 New
TFO
420
Tarbox Family Office
California
$3K – – –
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$3K +$939 +46 +46%
SIAS
422
Shine Investment Advisory Services
Colorado
$3K +$3K +128 New
PCP
423
Proficio Capital Partners
Massachusetts
$2K -$400 -17 -17%
QAM
424
QCI Asset Management
New York
$2K – – –
OFW
425
Omnia Family Wealth
Florida
$2K – – –
15 16
17
18 19