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Jefferies Financial Group
JEF

Overview Fund Activity

423 hedge funds and large institutions have $5.73B invested in Jefferies Financial Group in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 162 increasing their positions, 152 reducing their positions, and 33 closing their positions.

Holders
423
Holders Change
-6
Holders Change %
-1.4%
% of All Funds
11.28%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.56%
New
34
Increased
162
Reduced
152
Closed
33
Calls
$4.58M
Puts
$19.4M
Net Calls
-$14.8M
Net Calls Change
+$18.5M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$374M
2
FPA
2
First Pacific Advisors
California
$64.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$547M
4
SCM
4
Sterling Capital Management
North Carolina
$144M
5
CWAM
5
Columbia Wanger Asset Management
Illinois
$96.5M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$20.8M
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
State Street
3
State Street
Massachusetts
$299M
4
FCM
4
Fairholme Capital Management
Florida
$308M
5
BMO
5
Beck Mack & Oliver
New York
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$56.2M 2,525,516 +115,549 +5%
BG
27
BlackRock Group
United Kingdom
$50.5M 2,263,991 -50,142 -2%
BTS
28
BB&T Securities
Virginia
$49.5M 222,223 -17,692 -7%
MA
29
Marshfield Associates
District of Columbia
$49.4M 2,215,698 -41,367 -2%
TAM
30
Third Avenue Management
New York
$47.9M 2,149,859 -337,091 -14%
GC
31
Guggenheim Capital
Illinois
$39.9M 1,788,509 -67,578 -4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$36.9M 1,656,022 +17,458 +1%
HK
33
Horizon Kinetics
New York
$35.5M 1,593,765 -118,335 -7%
PMG
34
Private Management Group
California
$34.8M 1,561,605 +28,348 +2%
BCM
35
Becker Capital Management
Oregon
$34.6M 1,550,873 +17,821 +1%
KIG
36
Kovitz Investment Group
Illinois
$33.6M 1,508,877 -255,265 -14%
Wells Fargo
37
Wells Fargo
California
$31.1M 1,393,480 +38,212 +3%
ESBC
38
E.S. Barr & Co
Kentucky
$30M 1,346,093 +4,445 +0.3%
Invesco
39
Invesco
Georgia
$28.1M 1,261,977 +12,750 +1%
Legal & General Group
40
Legal & General Group
United Kingdom
$28.1M 1,260,646 -3,064 -0.2%
WA
41
Wasatch Advisors
Utah
$25.5M 1,142,635 -126,800 -10%
UBS AM
42
UBS AM
Illinois
$22.8M 1,023,728 -41,191 -4%
TCIM
43
TIAA CREF Investment Management
New York
$22M 986,946 +28,984 +3%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$21.1M 894,090 – –
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$20.8M 931,644 -1,591,284 -63%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$20.5M 920,258 -4,273 -0.5%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$19.7M 881,695 +5,364 +0.6%
WOC
48
West Oak Capital
California
$19.7M 881,606 – –
Morgan Stanley
49
Morgan Stanley
New York
$19.1M 857,142 -378,182 -31%
GCM
50
GoodHaven Capital Management
New Jersey
$19M 853,668 -181,570 -18%
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