JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

485 hedge funds and large institutions have $7.1B invested in Jefferies Financial Group in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 157 increasing their positions, 165 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
+48
Holders Change %
+10.98%
% of All Funds
11.02%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
77
Increased
157
Reduced
165
Closed
29
Calls
$15.6M
Puts
$9.96M
Net Calls
+$5.67M
Net Calls Change
-$4.22M

Top Buyers

1
AL
AJO LP
Pennsylvania
$175M
2
NI
Numeric Investors
Massachusetts
$34.1M
3
AAMU
Amundi Asset Management US
Massachusetts
$12.9M
4
BIM
Bogle Investment Management
Massachusetts
$13.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$25.8M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$115M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$40.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$266M
4
American Century Companies
American Century Companies
Missouri
$36.1M
5
Credit Agricole
Credit Agricole
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
426
Penserra Capital Management
California
$25K +$25K +1,061 New
LFA
427
Legacy Financial Advisors
Kentucky
$22K +$22K +943 New
AIS
428
Accurate Investment Solutions
Pennsylvania
$21K +$94 +4 +0.4%
SLF
429
Sun Life Financial
Ontario, Canada
$18K -$42.8K -1,823 -70%
WWM
430
Wagner Wealth Management
South Carolina
$17K +$17K +670 New
HCM
431
Highlander Capital Management
New Jersey
$16K – – –
CTC
432
Central Trust Company
Missouri
$16K – – –
OIA
433
OneDigital Investment Advisors
Kansas
$16K – – –
LNB
434
Ledyard National Bank
$16K – – –
TCM
435
Tradewinds Capital Management
Washington
$16K – – –
GAM
436
Gemmer Asset Management
California
$14K – – –
WAM
437
Wealthspire Advisors (Maryland)
Maryland
$14K +$6.4K +271 +84%
HNB
438
Huntington National Bank
Ohio
$13K – – –
GWS
439
Glassman Wealth Services
Virginia
$12K +$696 +30 +6%
WIM
440
Westside Investment Management
California
$11.5K – – –
ATC
441
Adirondack Trust Company
New York
$11K – – –
QCG
442
Quadrant Capital Group
Ohio
$11K – – –
CBOA
443
Commonwealth Bank of Australia
Australia
$10K +$2.51K +112 +33%
STA
444
Summit Trail Advisors
New York
$9K +$9K +353 New
FMA
445
FNY Managed Accounts
New York
$9K +$9K +420 New
ARMC
446
American Research & Management Company
Massachusetts
$8K – – –
TL
447
TrueWealth LLC
Georgia
$8K +$8K +318 New
MOS
448
MGO One Seven
Ohio
$8K +$8K +318 New
CFD
449
Creative Financial Designs
Indiana
$8K +$8K +322 New
KA
450
Kaizen Advisory
Illinois
$8K +$8K +355 New
16 17
18
19 20