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Jefferies Financial Group
JEF

Overview Fund Activity

429 hedge funds and large institutions have $6.03B invested in Jefferies Financial Group in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 30 closing their positions.

Holders
429
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
13.92%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
40
Increased
156
Reduced
147
Closed
30
Calls
$17.8M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$9.18M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$123M
2
JHIU
2
Janus Henderson Investors US
Colorado
$50.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$554M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.6M
5
SI
5
Sentry Investments
Ontario, Canada
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
AR
2
Advisory Research
Illinois
$68.1M
3
HCM
3
Highbridge Capital Management
New York
$0
4
First Manhattan
4
First Manhattan
New York
$215M
5
BA
5
BlackRock Advisors
Delaware
$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
AKRE Capital Management
Virginia
$54.5M – – –
JHIU
27
Janus Henderson Investors US
Colorado
$50.7M +$27.4M +1,124,160 +118%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$49.8M +$1.99M +81,617 +4%
KIG
29
Kovitz Investment Group
Illinois
$48.9M +$10.3M +422,756 +27%
AQR Capital Management
30
AQR Capital Management
Connecticut
$43.6M +$22.2M +908,619 +103%
SI
31
Sentry Investments
Ontario, Canada
$42M +$16.9M +691,838 +67%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$40.1M -$8.68M -355,850 -18%
Legal & General Group
33
Legal & General Group
United Kingdom
$33.5M +$489K +20,040 +1%
Invesco
34
Invesco
Georgia
$31.9M +$2.47M +101,230 +8%
GCM
35
GoodHaven Capital Management
New Jersey
$31.8M +$43.6K +1,788 +0.1%
PMG
36
Private Management Group
California
$30.8M -$69.8K -2,861 -0.2%
Morgan Stanley
37
Morgan Stanley
New York
$30.5M -$24.8M -1,017,891 -45%
Wells Fargo
38
Wells Fargo
California
$30.1M +$2.46M +100,698 +9%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$30.1M -$2.62M -107,583 -8%
FRM
40
Foundation Resource Management
Arkansas
$27.5M -$503K -20,612 -2%
Goldman Sachs
41
Goldman Sachs
New York
$27.1M -$2.98M -122,122 -10%
ESBC
42
E.S. Barr & Co
Kentucky
$27M +$189K +7,736 +0.7%
MIH
43
Madison Investment Holdings
Wisconsin
$26.5M -$1.29M -53,032 -5%
TBC
44
Tweedy, Browne Co
Connecticut
$26M – – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$25.2M -$1.68M -68,747 -6%
WOC
46
West Oak Capital
California
$24M – – –
UBS AM
47
UBS AM
Illinois
$23.7M -$3.66M -150,190 -13%
TCIM
48
TIAA CREF Investment Management
New York
$23.6M +$1.92M +78,554 +9%
Renaissance Technologies
49
Renaissance Technologies
New York
$23.5M -$2.42M -99,424 -9%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$21.4M -$226K -9,264 -1%
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