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Jefferies Financial Group
JEF

Overview Fund Activity

474 hedge funds and large institutions have $6.22B invested in Jefferies Financial Group in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 192 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
10.88%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
43
Increased
159
Reduced
192
Closed
49
Calls
$9.39M
Puts
$16.6M
Net Calls
-$7.18M
Net Calls Change
-$12.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81.5M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$72.5M
3
AL
AJO LP
Pennsylvania
+$46.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.2M
5
Deutsche Bank
Deutsche Bank
Germany
+$20.8M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$42.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$33.8M
3
American Century Companies
American Century Companies
Missouri
-$18M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$14.7M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
401
Qube Research & Technologies (QRT)
United Kingdom
$33K +$33K +1,650 New
SWP
402
Stratos Wealth Partners
Ohio
$32K -$92.9K -4,571 -74%
FCAG
403
First Capital Advisors Group
New Jersey
$31K +$31K +1,499 New
TAM
404
Tiverton Asset Management
Delaware
$29K -$57.5K -2,795 -66%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$24K – – –
SFSIG
406
San Francisco Sentry Investment Group
California
$23K +$20 +1 +0.1%
FPFS
407
First Personal Financial Services
North Carolina
$22K -$1.39K -69 -6%
JWA
408
JFS Wealth Advisors
Pennsylvania
$21K -$1.09K -53 -5%
CG
409
Cutler Group
California
$21K +$15.7K +782 +300%
CIP
410
Convergence Investment Partners
Florida
$20K +$20K +989 New
Federated Hermes
411
Federated Hermes
Pennsylvania
$18K -$166K -8,028 -90%
AIS
412
Accurate Investment Solutions
Pennsylvania
$18K +$80 +4 +0.4%
SWM
413
SeaCrest Wealth Management
New York
$17K -$17.9K -875 -51%
WTB
414
Washington Trust Bank
Washington
$17K +$17K +840 New
GLI
415
Guardian Life Insurance
New York
$16K -$6.98K -347 -30%
CTC
416
Central Trust Company
Missouri
$16K +$2.29K +112 +17%
WWM
417
Wagner Wealth Management
South Carolina
$14K – – –
LNB
418
Ledyard National Bank
$14K – – –
OIA
419
OneDigital Investment Advisors
Kansas
$14K – – –
HCM
420
Highlander Capital Management
New Jersey
$13K – – –
S
421
SignatureFD
Georgia
$13K +$13K +649 New
TCM
422
Tradewinds Capital Management
Washington
$12K -$1.35K -68 -10%
GAM
423
Gemmer Asset Management
California
$12K – – –
QCG
424
Quadrant Capital Group
Ohio
$11K +$1.92K +113 +21%
WAM
425
Wealthspire Advisors (Maryland)
Maryland
$10K -$1.93K -96 -16%
15 16
17
18 19