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Jefferies Financial Group
JEF

Overview Fund Activity

410 hedge funds and large institutions have $4.13B invested in Jefferies Financial Group in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 57 closing their positions.

Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.94%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
48
Increased
150
Reduced
135
Closed
57
Calls
$4.45M
Puts
$21.7M
Net Calls
-$17.2M
Net Calls Change
-$2.82M

Top Buyers

1
SCM
1
Scopia Capital Management
New York
$106M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$97.9M
3
FPA
3
First Pacific Advisors
California
$338M
4
AVC
4
Arlington Value Capital
Utah
$104M
5
ACM
5
Ashe Capital Management
New Jersey
$91.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
FCM
2
Fairholme Capital Management
Florida
$1.07M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$228M
5
MA
5
Marshfield Associates
District of Columbia
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$34.5M -$2.92M -202,017 -8%
Ninety One (UK)
27
Ninety One (UK)
United Kingdom
$32.2M +$21.4M +1,479,910 +199%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$29.2M +$504K +34,823 +2%
PMG
29
Private Management Group
California
$27M +$108K +7,435 +0.4%
Invesco
30
Invesco
Georgia
$25.2M +$915K +63,226 +4%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$25M +$647K +44,685 +3%
Wells Fargo
32
Wells Fargo
California
$24.9M +$3.2M +221,041 +15%
Legal & General Group
33
Legal & General Group
United Kingdom
$23.4M +$2.17M +149,719 +10%
Deutsche Bank
34
Deutsche Bank
Germany
$22.7M -$13.5M -930,311 -37%
ESBC
35
E.S. Barr & Co
Kentucky
$21.2M -$125K -8,653 -0.6%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$19.7M +$19.7M +1,363,573 New
Charles Schwab
37
Charles Schwab
California
$19M +$375K +25,908 +2%
Morgan Stanley
38
Morgan Stanley
New York
$18.5M -$1.77M -122,082 -9%
MA
39
Marshfield Associates
District of Columbia
$17.8M -$14.7M -1,018,531 -45%
HK
40
Horizon Kinetics
New York
$16.7M -$1.6M -110,685 -9%
Goldman Sachs
41
Goldman Sachs
New York
$16.7M -$5.69M -392,983 -25%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$16.5M +$1.46M +100,894 +10%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$15.8M -$4.37M -301,612 -22%
Bank of America
44
Bank of America
North Carolina
$15.6M +$195K +13,448 +1%
TCIM
45
TIAA CREF Investment Management
New York
$14.8M +$616K +42,582 +4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$14.8M +$729K +50,343 +5%
PCI
47
Pacifica Capital Investments
Texas
$14.7M +$2.05M +141,942 +16%
GCM
48
GoodHaven Capital Management
New Jersey
$14.4M +$2.02M +139,864 +16%
FCM
49
Frontier Capital Management
Massachusetts
$14.4M +$4.41M +304,621 +44%
WOC
50
West Oak Capital
California
$14.3M – – –
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