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Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $5.66B invested in Jefferies Financial Group in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 109 increasing their positions, 201 reducing their positions, and 85 closing their positions.

Holders
449
Holders Change
-25
Holders Change %
-5.27%
% of All Funds
10.29%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
62
Increased
109
Reduced
201
Closed
85
Calls
$7.71M
Puts
$21.4M
Net Calls
-$13.7M
Net Calls Change
-$6.52M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$248M
2
Invesco
2
Invesco
Georgia
$76.3M
3
SCA
3
Stieven Capital Advisors
Missouri
$29.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$260M
5
HP
5
Hosking Partners
United Kingdom
$25.9M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$11.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$274M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$0
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$20.6M
5
Millennium Management
5
Millennium Management
New York
$39.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
501
Wintrust Investments
Illinois
– – -9,000 Closed
P
502
Pitcairn
Pennsylvania
– – -8,866 Closed
EOJOAM
503
E. Ohman J:or Asset Management
Sweden
– – -7,300 Closed
Fuller & Thaler Asset Management
504
Fuller & Thaler Asset Management
California
– – -3,400 Closed
PWM
505
Perigon Wealth Management
California
– – -2,187 Closed
SWP
506
Stratos Wealth Partners
Ohio
– – -1,409 Closed
FCAG
507
First Capital Advisors Group
New Jersey
– – -1,342 Closed
TAM
508
Tiverton Asset Management
Delaware
– – -1,261 Closed
SFSIG
509
San Francisco Sentry Investment Group
California
– – -1,028 Closed
FPFS
510
First Personal Financial Services
North Carolina
– – -981 Closed
CG
511
Cutler Group
California
– – -934 Closed
CIP
512
Convergence Investment Partners
Florida
– – -885 Closed
WTB
513
Washington Trust Bank
Washington
– – -752 Closed
LNB
514
Ledyard National Bank
– – -600 Closed
GAM
515
Gemmer Asset Management
California
– – -527 Closed
ATC
516
Adirondack Trust Company
New York
– – -405 Closed
ARMC
517
American Research & Management Company
Massachusetts
– – -300 Closed
CA
518
Centerpoint Advisors
Massachusetts
– – -235 Closed
MI
519
Markston International
New York
– – -200 Closed
FMII
520
Farmers & Merchants Investments Inc
Nebraska
– – -132 Closed
QAM
521
QCI Asset Management
New York
– – -81 Closed
RFC
522
Regions Financial Corp
Alabama
– – -45 Closed
AWA
523
Acorn Wealth Advisors
Michigan
– – -42 Closed
AssetMark Inc
524
AssetMark Inc
California
– – -28 Closed
CFA
525
Carroll Financial Associates
North Carolina
– – -19 Closed
18 19 20
21
22