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Jefferies Financial Group
JEF

Overview Fund Activity

415 hedge funds and large institutions have $5.01B invested in Jefferies Financial Group in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 32 closing their positions.

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.53%
New
51
Increased
120
Reduced
149
Closed
32
Calls
$10.8M
Puts
$3.7M
Net Calls
+$7.14M
Net Calls Change
+$4.34M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$272M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.4M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$30.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$557M

Top Sellers

1
LPU
1
Lansdowne Partners (UK)
United Kingdom
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$118M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$241M
4
SCM
4
Scopia Capital Management
New York
$0
5
First Manhattan
5
First Manhattan
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$44.3M -$5.88M -345,256 -12%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$40.5M -$616K -36,164 -1%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$39.3M +$32.5K +1,907 +0.1%
GC
29
Guggenheim Capital
Illinois
$37.1M -$2.16M -126,914 -6%
FIM
30
Frontier Investment Management
Texas
$33.4M -$18.1K -106 -0.1%
PMG
31
Private Management Group
California
$31.2M -$595K -34,930 -2%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$30.5M +$21.7M +1,273,184 +247%
Legal & General Group
33
Legal & General Group
United Kingdom
$29.4M +$852K +50,014 +3%
Morgan Stanley
34
Morgan Stanley
New York
$28.4M +$23.1M +1,353,228 +436%
Goldman Sachs
35
Goldman Sachs
New York
$28.3M +$9.36M +549,328 +49%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$27.9M +$8.97M +526,432 +47%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$27.3M -$2.18M -127,872 -7%
Charles Schwab
38
Charles Schwab
California
$24.3M +$614K +36,054 +3%
Invesco
39
Invesco
Georgia
$24.2M -$2.15M -126,220 -8%
Wells Fargo
40
Wells Fargo
California
$22.6M -$4.15M -243,274 -15%
Deutsche Bank
41
Deutsche Bank
Germany
$21.9M +$130K +7,653 +0.6%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$19.6M +$343K +20,103 +2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$18.2M +$1.32M +77,529 +8%
FRM
44
Foundation Resource Management
Arkansas
$18.1M -$41.9K -2,457 -0.2%
FCM
45
Frontier Capital Management
Massachusetts
$17.6M -$2.97K -174 -0%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$17.5M +$383K +22,494 +2%
GCM
47
GoodHaven Capital Management
New Jersey
$17.4M -$3.8K -223 -0%
HK
48
Horizon Kinetics
New York
$17.1M -$1.51M -88,439 -8%
PCI
49
Pacifica Capital Investments
Texas
$16.9M -$193K -11,300 -1%
WOC
50
West Oak Capital
California
$16.8M – – –
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