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Jefferies Financial Group
JEF

Overview Fund Activity

428 hedge funds and large institutions have $6.18B invested in Jefferies Financial Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 129 increasing their positions, 173 reducing their positions, and 38 closing their positions.

Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
10.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.63%
New
60
Increased
129
Reduced
173
Closed
38
Calls
$10.6M
Puts
$3.61M
Net Calls
+$7.02M
Net Calls Change
-$123K

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$389M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$195M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$368M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$28.5M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$73.3M
2
ACM
2
Ashe Capital Management
New Jersey
$72.2M
3
AVC
3
Arlington Value Capital
Utah
$94.2M
4
SCM
4
Sterling Capital Management
North Carolina
$132M
5
Canada Life
5
Canada Life
Manitoba, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$48.8M -$697K -33,475 -1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$48.1M -$6.03M -289,924 -11%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$47.4M -$586K -28,153 -1%
GC
29
Guggenheim Capital
Illinois
$43.4M -$1.89M -90,973 -4%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$38.7M +$1.49M +71,660 +4%
PMG
31
Private Management Group
California
$38.3M +$183K +8,784 +0.5%
Legal & General Group
32
Legal & General Group
United Kingdom
$37M +$1.06M +50,865 +3%
Wells Fargo
33
Wells Fargo
California
$36.5M +$8.93M +429,055 +32%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$33.6M +$256K +12,289 +0.8%
Goldman Sachs
35
Goldman Sachs
New York
$33.2M -$1.34M -64,474 -4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$31.4M -$2.73M -131,391 -8%
Charles Schwab
37
Charles Schwab
California
$31.3M +$1.62M +77,952 +5%
TSW
38
Thompson Siegel & Walmsley
Virginia
$28.5M +$28.5M +1,370,688 New
Invesco
39
Invesco
Georgia
$27.5M -$2M -96,233 -7%
Citadel Advisors
40
Citadel Advisors
Florida
$27.3M +$14.3M +686,790 +110%
Deutsche Bank
41
Deutsche Bank
Germany
$27.1M +$329K +15,792 +1%
AR
42
Advisory Research
Illinois
$26.3M +$18.2M +874,509 +225%
TCIM
43
TIAA CREF Investment Management
New York
$26M -$1.1M -52,777 -4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$25.3M +$3.04M +146,232 +14%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$23.4M -$625K -30,036 -3%
Bank of America
46
Bank of America
North Carolina
$22.9M +$3.78M +181,391 +20%
FRM
47
Foundation Resource Management
Arkansas
$22.1M -$16.4K -788 -0.1%
Millennium Management
48
Millennium Management
New York
$22M +$6.16M +295,814 +39%
FCM
49
Frontier Capital Management
Massachusetts
$21.3M -$210K -10,085 -1%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$20.6M -$694K -33,327 -3%
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