JEF icon

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 %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$4.51M +$242K +9,943 +6%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$4.49M +$144K +5,921 +3%
TPSF
128
Texas Permanent School Fund
Texas
$4.25M +$124K +5,069 +3%
FG
129
FSI Group
Ohio
$4.24M +$4.24M +174,024 New
TG
130
TCW Group
California
$4.22M +$275K +11,283 +7%
MAA
131
Managed Account Advisors
New Jersey
$3.91M -$2.88M -118,091 -42%
DA
132
Denali Advisors
California
$3.87M -$278K -11,395 -7%
OTPPB
133
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.83M +$52.8K +2,167 +1%
VIMU
134
Veritas Investment Management (UK)
United Kingdom
$3.8M -$725K -29,727 -16%
MRI
135
Mad River Investors
Massachusetts
$3.7M +$85.8K +3,519 +2%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$3.52M – – –
SOMRS
137
State of Michigan Retirement System
Michigan
$3.47M +$207K +8,490 +6%
OI
138
Oakbrook Investments
Illinois
$3.42M -$143K -5,853 -4%
MCMT
139
Moon Capital Management (Tennessee)
Tennessee
$3.41M +$3.41M +139,954 New
SG Americas Securities
140
SG Americas Securities
New York
$3.38M -$1.41M -57,869 -29%
IRF
141
IBM Retirement Fund
New York
$3.36M -$471K -19,319 -12%
CVM
142
Cheviot Value Management
California
$3.36M -$175K -7,194 -5%
HA
143
Havens Advisors
New York
$3.32M – – –
DC
144
Davenport & Co
Virginia
$3.24M +$155K +6,367 +5%
EA
145
Euclid Advisors
Connecticut
$3.21M +$912K +37,392 +40%
KS
146
Karpas Strategies
Connecticut
$3.21M -$13.6K -559 -0.4%
BAM
147
Barrett Asset Management
New York
$3.18M – – –
AVC
148
Arlington Value Capital
Utah
$3.16M +$422K +17,308 +15%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$3.11M +$47.6K +1,954 +2%
AIG
150
American International Group
New York
$3.09M +$6.9K +283 +0.2%
4 5
6
7 8