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Jefferies Financial Group

444 hedge funds and large institutions have $7.06B invested in Jefferies Financial Group in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,724% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $1.19M

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

1% more capital invested

Capital invested by funds: $7.01B → $7.06B (+$56.1M)

0.14% more ownership

Funds ownership: 83.68%83.83% (+0.14%)

1% less funds holding

Funds holding: 447444 (-3)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
444
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.07%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
49
Increased
144
Reduced
169
Closed
48
Calls
$45.4M
Puts
$1.19M
Net Calls
+$44.2M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
26
Kovitz Investment Group Partners
Illinois
$50.7M -$1.81M -79,597 -4%
Goldman Sachs
27
Goldman Sachs
New York
$50.6M +$19.2M +840,963 +64%
GC
28
Guggenheim Capital
Illinois
$49.3M -$1.47M -64,441 -3%
American Century Companies
29
American Century Companies
Missouri
$43.9M +$42.7M +1,873,997 New
Legal & General Group
30
Legal & General Group
United Kingdom
$43.9M +$1.65M +72,556 +4%
PMG
31
Private Management Group
California
$43.1M +$134K +5,883 +0.3%
JP Morgan Chase
32
JP Morgan Chase
New York
$42.7M +$7.03M +308,746 +20%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$39.8M +$428K +18,788 +1%
Charles Schwab
34
Charles Schwab
California
$39.1M +$845K +37,097 +2%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$38.2M -$4.97M -218,140 -12%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$35.4M -$366K -16,084 -1%
Prudential Financial
37
Prudential Financial
New Jersey
$35M -$16.2M -711,031 -32%
Invesco
38
Invesco
Georgia
$33.5M -$2.42M -106,323 -7%
AL
39
AJO LP
Pennsylvania
$33.4M +$24.9M +1,093,073 +327%
UBS AM
40
UBS AM
Illinois
$30.5M +$7.44M +326,564 +33%
Credit Agricole
41
Credit Agricole
France
$29.3M +$10.7M +468,807 +60%
TCIM
42
TIAA CREF Investment Management
New York
$28.6M -$729K -31,990 -3%
Deutsche Bank
43
Deutsche Bank
Germany
$27.9M -$235K -10,331 -0.9%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$26.1M +$1.83M +80,522 +8%
Morgan Stanley
45
Morgan Stanley
New York
$25.9M -$4.26M -187,067 -14%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$25.6M -$2.1M -92,052 -8%
Millennium Management
47
Millennium Management
New York
$24.2M -$3.58M -157,011 -13%
FRM
48
Foundation Resource Management
Arkansas
$23.6M +$129K +5,644 +0.6%
Bank of America
49
Bank of America
North Carolina
$23.4M -$2.42M -106,187 -10%
FCM
50
Frontier Capital Management
Massachusetts
$23.4M -$206K -9,060 -0.9%