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Jefferies Financial Group
JEF

Overview Fund Activity

429 hedge funds and large institutions have $6.03B invested in Jefferies Financial Group in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
13.92%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
40
Increased
156
Reduced
147
Closed
30
Calls
$17.8M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$9.18M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$123M
2
JHIU
2
Janus Henderson Investors US
Colorado
$50.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$554M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.6M
5
SI
5
Sentry Investments
Ontario, Canada
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
AR
2
Advisory Research
Illinois
$68.1M
3
HCM
3
Highbridge Capital Management
New York
$0
4
First Manhattan
4
First Manhattan
New York
$215M
5
BA
5
BlackRock Advisors
Delaware
$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
101
Psagot Value Holdings
Israel
$6.81M – – –
ACM
102
Academy Capital Management
Texas
$6.7M +$73.9K +3,030 +1%
LKIM
103
Lawson Kroeker Investment Management
Nebraska
$6.67M -$40.9K -1,676 -0.6%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$6.5M -$217K -8,913 -3%
PPA
105
Parametric Portfolio Associates
Washington
$6.5M -$123K -5,037 -2%
PI
106
PGGM Investments
Netherlands
$6.23M +$313K +12,836 +5%
RJA
107
Raymond James & Associates
Florida
$6.2M +$394K +16,175 +7%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$6.16M +$29.8K +1,223 +0.5%
TA
109
Teachers Advisors
New York
$5.99M +$202K +8,293 +3%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$5.98M +$494K +20,265 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
111
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.94M -$648K -26,587 -10%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$5.93M -$459K -18,834 -7%
BCIM
113
British Columbia Investment Management
British Columbia, Canada
$5.83M -$389K -15,952 -6%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$5.81M -$179K -7,351 -3%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$5.72M +$3.99M +163,655 +231%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$5.51M +$273K +11,213 +5%
CSC
117
Cove Street Capital
California
$5.26M +$112K +4,588 +2%
WBC
118
Westpac Banking Corp
Australia
$5.24M +$3.12M +127,930 +147%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$5.12M +$2.21M +90,816 +76%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$5.09M +$364K +14,914 +8%
OAC
121
OMERS Administration Corp
Ontario, Canada
$4.98M -$1.05M -43,009 -17%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$4.89M +$3.44M +140,897 +237%
ARMC
123
American Research & Management Company
Massachusetts
$4.71M -$23.8K -977 -0.5%
GF
124
Gabelli Funds
New York
$4.66M -$84.6K -3,469 -2%
MA
125
Menlo Advisors
California
$4.54M – – –
3 4
5
6 7