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Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $4.16B invested in Jefferies Financial Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 189 reducing their positions, and 69 closing their positions.

Holders
449
Holders Change
-14
Holders Change %
-3.02%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
60
Increased
134
Reduced
189
Closed
69
Calls
$2.87M
Puts
$11.3M
Net Calls
-$8.41M
Net Calls Change
-$2.37M

Top Buyers

1
MCM
1
Moerus Capital Management
New York
$33.6M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$88.8M
3
BAM
3
Burgundy Asset Management
Ontario, Canada
$79.8M
4
FPA
4
First Pacific Advisors
California
$359M
5
WCM
5
Wallace Capital Management
Texas
$21.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.8M
2
AL
2
AJO LP
Pennsylvania
$3.55M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.5M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RL
26
Ruffer LLP
United Kingdom
$29.7M 1,708,812 +31,894 +2%
Charles Schwab
27
Charles Schwab
California
$29.5M 1,697,495 +36,657 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$28.3M 1,632,965 +59,123 +4%
STMM
29
South Texas Money Management
Texas
$22.7M 1,305,950 +525,504 +67%
WCM
30
Wallace Capital Management
Texas
$21.1M 1,215,604 +785,691 +183%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$21.1M 1,212,750 -178,968 -13%
UBS AM
32
UBS AM
Illinois
$20.6M 1,187,669 -35,772 -3%
BCM
33
Becker Capital Management
Oregon
$20M 1,151,705 +346,675 +43%
PCMF
34
Private Capital Management (Florida)
Florida
$19.9M 1,148,329 +84,470 +8%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$19.9M 1,141,833 +164,300 +17%
BMO
36
Beck Mack & Oliver
New York
$19.8M 1,142,481 +28,173 +3%
USAA
37
United Services Automobile Association
Texas
$19.8M 1,139,767 -11,421 -1%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$18.6M 1,071,957 +9,692 +0.9%
PCI
39
Pacifica Capital Investments
Texas
$18.1M 1,041,298 +247,733 +31%
Wells Fargo
40
Wells Fargo
California
$17.7M 1,020,008 +92,747 +10%
HP
41
Hosking Partners
United Kingdom
$17.5M 1,008,609 -99,064 -9%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$17.4M 1,005,047 -10,770 -1%
FRM
43
Foundation Resource Management
Arkansas
$15.8M 911,593 -45,766 -5%
DSC
44
Donald Smith & Co
New York
$15.4M 884,632 +282,893 +47%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$14.7M 843,668 -77,433 -8%
FCM
46
Frontier Capital Management
Massachusetts
$13.9M 800,408 -14,220 -2%
PPA
47
Parametric Portfolio Associates
Washington
$13.4M 769,239 +235,557 +44%
TCIM
48
TIAA CREF Investment Management
New York
$13.3M 767,434 -148,620 -16%
Allianz Asset Management
49
Allianz Asset Management
Germany
$13.2M 758,837 +2,522 +0.3%
Bank of America
50
Bank of America
North Carolina
$12.6M 726,344 -194,981 -21%
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