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Jefferies Financial Group
JEF

Overview Fund Activity

415 hedge funds and large institutions have $5.01B invested in Jefferies Financial Group in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.53%
New
51
Increased
120
Reduced
149
Closed
32
Calls
$10.8M
Puts
$3.7M
Net Calls
+$7.14M
Net Calls Change
+$4.34M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$272M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.4M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$30.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$557M

Top Sellers

1
LPU
1
Lansdowne Partners (UK)
United Kingdom
$0
2
Principal Financial Group
2
Principal Financial Group
Iowa
$118M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$241M
4
SCM
4
Scopia Capital Management
New York
$0
5
First Manhattan
5
First Manhattan
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
126
Engineers Gate Manager
New York
$3.11M +$2.7M +158,285 +656%
Barclays
127
Barclays
United Kingdom
$2.94M +$1.05M +61,318 +55%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$2.86M -$315K -18,505 -10%
OTPPB
129
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.84M -$1.18M -69,115 -29%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$2.8M +$444K +26,072 +19%
GF
131
Gabelli Funds
New York
$2.78M – – –
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$2.67M – – –
BA
133
BlackRock Advisors
Delaware
$2.62M +$52.7K +3,091 +2%
AG
134
Aperio Group
California
$2.61M +$131K +7,674 +5%
PTC
135
Philadelphia Trust Company
Pennsylvania
$2.57M +$2.57M +150,701 New
PAM
136
Panagora Asset Management
Massachusetts
$2.52M +$1.55M +90,744 +159%
LKIM
137
Lawson Kroeker Investment Management
Nebraska
$2.51M – – –
ECM
138
EII Capital Management
New York
$2.49M – – –
KS
139
Karpas Strategies
Connecticut
$2.47M – – –
NIPH
140
NN Investment Partners Holdings
Netherlands
$2.46M – – –
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.46M +$1.31M +77,087 +114%
AIM
142
AMI Investment Management
Indiana
$2.44M +$10.5K +614 +0.4%
OC
143
Oppenheimer & Co
New York
$2.31M -$1.38M -80,875 -37%
AMI
144
Amica Mutual Insurance
Rhode Island
$2.3M – – –
APG Asset Management
145
APG Asset Management
Netherlands
$2.18M -$677K -39,702 -24%
SOMRS
146
State of Michigan Retirement System
Michigan
$2.16M -$49.5K -2,904 -2%
NFA
147
Nationwide Fund Advisors
Ohio
$2.08M -$164K -9,597 -7%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$2.03M +$621K +36,420 +44%
PP
149
Paloma Partners
Connecticut
$2M +$1.44M +84,315 +254%
USAA
150
United Services Automobile Association
Texas
$1.94M -$23.8K -1,395 -1%
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