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Jefferies Financial Group
JEF

Overview Fund Activity

400 hedge funds and large institutions have $4.61B invested in Jefferies Financial Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 48 closing their positions.

Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
10.69%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
42
Increased
145
Reduced
130
Closed
48
Calls
$8.08M
Puts
$5.28M
Net Calls
+$2.8M
Net Calls Change
+$20M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$221M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$85.7M
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$30.5M
4
FPA
4
First Pacific Advisors
California
$390M
5
ACM
5
Ashe Capital Management
New Jersey
$115M

Top Sellers

1
SCM
1
Scopia Capital Management
New York
$25.4M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$1.87M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$2.23M
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$41.9M +$644K +41,517 +2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$35.7M +$4.46M +287,370 +14%
GC
28
Guggenheim Capital
Illinois
$35.7M -$1.28M -82,595 -3%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$34.4M -$1.55M -108,657 -4%
LPU
30
Lansdowne Partners (UK)
United Kingdom
$30.5M +$30.5M +1,967,746 New
PMG
31
Private Management Group
California
$29M +$8.18K +527 +0%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$26.8M +$39.9K +2,569 +0.1%
Legal & General Group
33
Legal & General Group
United Kingdom
$26M +$908K +58,521 +4%
SCM
34
Scopia Capital Management
New York
$25.4M -$88.3M -5,693,792 -78%
Wells Fargo
35
Wells Fargo
California
$24.4M -$2.31M -149,032 -9%
Invesco
36
Invesco
Georgia
$24M -$3.08M -198,614 -11%
Charles Schwab
37
Charles Schwab
California
$21.6M +$1.21M +77,771 +6%
Deutsche Bank
38
Deutsche Bank
Germany
$19.8M -$4.51M -290,971 -19%
ESBC
39
E.S. Barr & Co
Kentucky
$19.6M -$3.09M -199,162 -14%
Mitsubishi UFJ Trust & Banking
40
Mitsubishi UFJ Trust & Banking
Japan
$17.6M -$131K -8,427 -0.7%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$17.3M +$295K +19,034 +2%
Goldman Sachs
42
Goldman Sachs
New York
$17.2M -$639K -41,163 -4%
HK
43
Horizon Kinetics
New York
$17M -$953K -61,441 -5%
FRM
44
Foundation Resource Management
Arkansas
$16.5M +$3.02M +194,809 +22%
FCM
45
Frontier Capital Management
Massachusetts
$16M +$579K +37,341 +4%
TCIM
46
TIAA CREF Investment Management
New York
$15.9M -$36.5K -2,353 -0.2%
GCM
47
GoodHaven Capital Management
New Jersey
$15.8M +$347K +22,343 +2%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$15.6M -$326K -21,033 -2%
PCI
49
Pacifica Capital Investments
Texas
$15.5M -$210K -13,539 -1%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$15.4M +$1.43M +92,386 +10%
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