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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 %
SF
426
Synovus Financial
Georgia
$14K – – –
PCM
427
Prelude Capital Management
New York
$14K +$14K +547 New
JIR
428
James Investment Research
Ohio
$13K – – –
TWA
429
TCI Wealth Advisors
Arizona
$11K – – –
WAM
430
Wolverine Asset Management
Illinois
$9K – – –
BC
431
Bartlett & Co
Ohio
$9K – – –
Manulife (Manufacturers Life Insurance)
432
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.71K -$1K -39,425 -10%
EFSCE
433
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
EARNEST Partners
435
EARNEST Partners
Georgia
$5K +$5K +201 New
NES
436
New England Securities
New York
$4K -$4.23K -167 -51%
WA
437
Waverly Advisors
Alabama
$4K +$4K +153 New
FAM
438
Formidable Asset Management
Ohio
$3K – – –
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +112 New
QAM
440
QCI Asset Management
New York
$2K – – –
LFG
441
LifePlan Financial Group
Ohio
$2K – – –
WIC
442
Willis Investment Counsel
Georgia
$1.4K +$412 +16,244 +42%
BWFA
443
Baltimore-Washington Financial Advisors
Maryland
$1K +$1K +20 New
KLWA
444
Kelly Lawrence W & Associates
California
$1K +$1K +29 New
MG
445
Markel Group
Virginia
– -$10.6M -436,164 Closed
RRC
446
Red Rocks Capital
Colorado
– -$8.36M -342,721 Closed
Ninety One (UK)
447
Ninety One (UK)
United Kingdom
– -$2.63M -107,765 Closed
LG
448
Leuthold Group
Minnesota
– -$2M -82,129 Closed
HT
449
HAP Trading
New York
– -$1.32M -54,018 Closed
William Blair & Company
450
William Blair & Company
Illinois
– -$1.15M -47,146 Closed
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