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Jefferies Financial Group
JEF

Overview Fund Activity

410 hedge funds and large institutions have $4.13B invested in Jefferies Financial Group in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.94%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
48
Increased
150
Reduced
135
Closed
57
Calls
$4.45M
Puts
$21.7M
Net Calls
-$17.2M
Net Calls Change
-$2.82M

Top Buyers

1
SCM
1
Scopia Capital Management
New York
$106M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$97.9M
3
FPA
3
First Pacific Advisors
California
$338M
4
AVC
4
Arlington Value Capital
Utah
$104M
5
ACM
5
Ashe Capital Management
New Jersey
$91.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
FCM
2
Fairholme Capital Management
Florida
$1.07M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$228M
5
MA
5
Marshfield Associates
District of Columbia
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$2.56M -$281K -19,445 -10%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$2.47M -$53.1K -3,672 -2%
APG Asset Management
128
APG Asset Management
Netherlands
$2.43M -$6.02M -416,158 -71%
GF
129
Gabelli Funds
New York
$2.39M – – –
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$2.33M +$1.7M +117,618 +271%
TCM
131
Twin Capital Management
Pennsylvania
$2.31M +$99.6K +6,881 +5%
LKIM
132
Lawson Kroeker Investment Management
Nebraska
$2.14M -$27.5K -1,899 -1%
RJA
133
Raymond James & Associates
Florida
$2.13M +$26.3K +1,817 +1%
KS
134
Karpas Strategies
Connecticut
$2.11M -$32.3K -2,234 -2%
NIPH
135
NN Investment Partners Holdings
Netherlands
$2.09M +$2.09M +144,456 New
AIG
136
American International Group
New York
$2.05M -$45.9K -3,169 -2%
SCM
137
Stevens Capital Management
Pennsylvania
$2.03M +$2.03M +139,967 New
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$1.99M +$133K +9,160 +7%
AIM
139
AMI Investment Management
Indiana
$1.98M +$47.3K +3,267 +2%
AMI
140
Amica Mutual Insurance
Rhode Island
$1.95M – – –
AAM
141
Aberdeen Asset Management
United Kingdom
$1.94M +$194K +13,384 +11%
BA
142
BlackRock Advisors
Delaware
$1.89M +$41.7K +2,883 +2%
TPSF
143
Texas Permanent School Fund
Texas
$1.86M -$48.9K -3,376 -3%
SOMRS
144
State of Michigan Retirement System
Michigan
$1.86M +$11.3K +782 +0.6%
HW
145
Hedeker Wealth
Illinois
$1.78M +$81.8K +5,651 +5%
NFA
146
Nationwide Fund Advisors
Ohio
$1.74M +$103K +7,120 +6%
AG
147
Aperio Group
California
$1.74M +$292K +20,144 +20%
USAA
148
United Services Automobile Association
Texas
$1.67M +$48.4K +3,346 +3%
IFLIT
149
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.62M -$80.8K -5,585 -5%
APFBOT
150
Amica Pension Fund Board of Trustees
Rhode Island
$1.6M – – –
4 5
6
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