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Jefferies Financial Group
JEF

Overview Fund Activity

400 hedge funds and large institutions have $4.61B invested in Jefferies Financial Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
10.69%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
42
Increased
145
Reduced
130
Closed
48
Calls
$8.08M
Puts
$5.28M
Net Calls
+$2.8M
Net Calls Change
+$20M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
2
Capital Research Global Investors
Capital Research Global Investors
California
$85.7M
3
LPU
Lansdowne Partners (UK)
United Kingdom
$30.5M
4
FPA
First Pacific Advisors
California
$390M
5
ACM
Ashe Capital Management
New Jersey
$115M

Top Sellers

1
SCM
Scopia Capital Management
New York
$25.4M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.87M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.23M
4
MA
Marshfield Associates
District of Columbia
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$2.82M +$171K +11,021 +6%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$2.81M +$13.8K +888 +0.5%
Ameriprise
128
Ameriprise
Minnesota
$2.78M -$698 -45 -0%
AL
129
Airain Ltd
Guernsey
$2.76M +$1.16M +74,555 +72%
SCM
130
Stevens Capital Management
Pennsylvania
$2.73M +$561K +36,147 +26%
AAF
131
Andra AP-fonden
Sweden
$2.63M -$1.09M -70,156 -29%
APG Asset Management
132
APG Asset Management
Netherlands
$2.6M – – –
GF
133
Gabelli Funds
New York
$2.53M -$34.7K -2,234 -1%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$2.43M +$293K +18,913 +14%
BA
135
BlackRock Advisors
Delaware
$2.34M +$313K +20,145 +15%
M&T Bank
136
M&T Bank
New York
$2.32M -$431K -27,787 -16%
LKIM
137
Lawson Kroeker Investment Management
Nebraska
$2.28M -$12.3K -793 -0.5%
ECM
138
EII Capital Management
New York
$2.27M +$2.27M +146,009 New
AG
139
Aperio Group
California
$2.25M +$388K +24,992 +21%
KS
140
Karpas Strategies
Connecticut
$2.25M -$13.9K -894 -0.6%
NIPH
141
NN Investment Partners Holdings
Netherlands
$2.24M – – –
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
$2.23M -$18.9M -1,219,843 -89%
AIM
143
AMI Investment Management
Indiana
$2.21M +$88.4K +5,698 +4%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$2.15M +$627K +40,399 +41%
AMI
145
Amica Mutual Insurance
Rhode Island
$2.09M – – –
NFA
146
Nationwide Fund Advisors
Ohio
$2.05M +$181K +11,695 +10%
IFLIT
147
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$2.01M +$277K +17,874 +16%
SOMRS
148
State of Michigan Retirement System
Michigan
$2.01M +$19K +1,228 +1%
TPSF
149
Texas Permanent School Fund
Texas
$1.87M -$118K -7,591 -6%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$1.87M -$20.9M -1,346,923 -92%
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