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Jefferies Financial Group

431 hedge funds and large institutions have $6.07B invested in Jefferies Financial Group in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 153 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

6% more capital invested

Capital invested by funds: $5.73B → $6.07B (+$340M)

2% more funds holding

Funds holding: 423431 (+8)

0.02% less ownership

Funds ownership: 77.63%77.61% (-0.02%)

3% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 153

37% less call options, than puts

Call options by funds: $8.59M | Put options by funds: $13.7M

Holders
431
Holders Change
+8
Holders Change %
+1.89%
% of All Funds
11.61%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.73%
New
46
Increased
148
Reduced
153
Closed
35
Calls
$8.59M
Puts
$13.7M
Net Calls
-$5.11M
Net Calls Change
+$9.67M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$4.06M +$343K +16,076 +9%
LKIM
127
Lawson Kroeker Investment Management
Nebraska
$3.99M -$228K -10,697 -6%
IG
128
ING Group
Netherlands
$3.98M -$503K -23,570 -11%
MCMT
129
Moon Capital Management (Tennessee)
Tennessee
$3.9M +$81.1K +3,798 +2%
M&T Bank
130
M&T Bank
New York
$3.72M -$173K -8,087 -5%
Comerica Bank
131
Comerica Bank
Texas
$3.71M +$1.75M +82,124 +93%
GPC
132
Glacier Peak Capital
Washington
$3.62M
GF
133
Gabelli Funds
New York
$3.59M
MA
134
Menlo Advisors
California
$3.57M -$304K -14,227 -8%
GIA
135
Gargoyle Investment Advisor
New Jersey
$3.52M -$81.5K -3,817 -2%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$3.47M -$45.5K -2,131 -1%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$3.37M
WGCA
138
Wolf Group Capital Advisors
Virginia
$3.27M -$3.46K -162 -0.1%
Citigroup
139
Citigroup
New York
$3.16M -$351K -16,439 -10%
TSU
140
TD Securities (USA)
New York
$3.1M +$344K +16,124 +13%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.08M -$151K -7,058 -5%
NCMW
142
Northern Capital Management (Wisconsin)
Wisconsin
$3.04M +$224K +10,473 +8%
AIG
143
American International Group
New York
$3.04M -$45.6K -2,134 -2%
MAA
144
Managed Account Advisors
New Jersey
$3.02M +$182K +8,512 +7%
BCM
145
Boyle Capital Management
Iowa
$3.02M +$25.9K +1,214 +0.9%
FIM
146
Frontier Investment Management
Texas
$2.98M +$203K +9,501 +7%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.97M +$16.7K +782 +0.6%
AMI
148
Amica Mutual Insurance
Rhode Island
$2.93M
TGI
149
Tradewinds Global Investors
California
$2.92M -$5.27M -246,567 -65%
TCM
150
Twin Capital Management
Pennsylvania
$2.89M -$191K -8,937 -6%