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Jefferies Financial Group
JEF

Overview Fund Activity

422 hedge funds and large institutions have $4.45B invested in Jefferies Financial Group in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 38 closing their positions.

Holders
422
Holders Change
+13
Holders Change %
+3.18%
% of All Funds
11.08%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.5%
New
54
Increased
142
Reduced
146
Closed
38
Calls
$3.73M
Puts
$18.1M
Net Calls
-$14.4M
Net Calls Change
+$3.05M

Top Buyers

1
FPA
1
First Pacific Advisors
California
$308M
2
AVC
2
Arlington Value Capital
Utah
$81.5M
3
SCM
3
Sterling Capital Management
North Carolina
$129M
4
WG
4
Winton Group
United Kingdom
$25.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$475M

Top Sellers

1
PI
1
Putnam Investments
Massachusetts
$0
2
FCM
2
Fairholme Capital Management
Florida
$79M
3
KCM
3
Kensico Capital Management
Connecticut
$0
4
RL
4
Ruffer LLP
United Kingdom
$80.2M
5
BMO
5
Beck Mack & Oliver
New York
$76.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$40.3M 2,586,311 +746,965 +41%
Deutsche Bank
27
Deutsche Bank
Germany
$38.9M 2,499,116 -1,274,252 -34%
KIG
28
Kovitz Investment Group
Illinois
$37.1M 2,383,032 +704,110 +42%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$35.1M 2,255,526 +634,302 +39%
MA
30
Marshfield Associates
District of Columbia
$35M 2,247,255 -121,271 -5%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$30.9M 1,982,261 +25,320 +1%
PMG
32
Private Management Group
California
$28.9M 1,859,096 +12,624 +0.7%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$26.2M 1,681,338 +162,267 +11%
Invesco
34
Invesco
Georgia
$26.2M 1,680,229 +83,231 +5%
WG
35
Winton Group
United Kingdom
$25.7M 1,650,807 +1,650,807 New
Goldman Sachs
36
Goldman Sachs
New York
$24.1M 1,545,849 +1,073,726 +227%
Wells Fargo
37
Wells Fargo
California
$23.3M 1,498,101 -101,703 -6%
ESBC
38
E.S. Barr & Co
Kentucky
$22.9M 1,474,257 -52,644 -3%
Legal & General Group
39
Legal & General Group
United Kingdom
$22.8M 1,466,721 +38,801 +3%
Morgan Stanley
40
Morgan Stanley
New York
$21.8M 1,402,783 +257,766 +23%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$21.7M 1,396,012 +1,097,792 +368%
HCCM
42
Herring Creek Capital Management
Connecticut
$21.1M 1,356,649 +625,189 +85%
Charles Schwab
43
Charles Schwab
California
$20.1M 1,288,532 +60,213 +5%
HK
44
Horizon Kinetics
New York
$19.7M 1,266,675 -68,828 -5%
Bank of America
45
Bank of America
North Carolina
$16.5M 1,062,168 -67,451 -6%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$16.2M 1,039,713 -22,895 -2%
WOC
47
West Oak Capital
California
$15.3M 984,867 – –
TCIM
48
TIAA CREF Investment Management
New York
$15.3M 982,247 +12,904 +1%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$14.9M 973,383 +4,524 +0.5%
NI
50
Numeric Investors
Massachusetts
$14.4M 927,775 +927,775 New
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