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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 %
AL
176
Airain Ltd
Guernsey
$2.23M +$1.37M +55,977 +158%
PRHC
177
P.R. Herzig & Co
New York
$2.23M +$104K +4,246 +5%
FIM
178
Frontier Investment Management
Texas
$2.21M +$119K +4,888 +6%
TAM
179
Tealwood Asset Management
Minnesota
$2.17M -$83.6K -3,431 -4%
LBG
180
Lloyds Banking Group
United Kingdom
$2.16M -$58.6K -2,403 -3%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$2.09M -$17.8K -729 -0.8%
Royal London Asset Management
182
Royal London Asset Management
United Kingdom
$2.09M +$36.4K +1,385 +2%
HI
183
HBK Investments
Texas
$2.09M -$4.22M -172,931 -67%
SAM
184
Shell Asset Management
Netherlands
$2.08M -$25.2K -1,035 -1%
LG
185
Leuthold Group
Minnesota
$2M +$25.5K +1,047 +1%
SIP
186
Stoneridge Investment Partners
Pennsylvania
$2M -$68.1K -2,793 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
187
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.98M -$68.1K -2,793 -3%
GIA
188
Gateway Investment Advisers
Ohio
$1.78M +$84K +3,445 +5%
WCM
189
Weik Capital Management
Pennsylvania
$1.77M +$17K +698 +1%
GA
190
Geneva Advisors
Illinois
$1.77M +$5.73K +235 +0.3%
CCB
191
Cutter & Co Brokerage
Missouri
$1.76M -$10.8K -441 -0.6%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.74M +$107K +4,390 +7%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$1.74M -$81.8K -3,357 -4%
MSA
194
Mason Street Advisors
Wisconsin
$1.72M -$208K -8,538 -11%
CAM
195
Capstone Asset Management
Texas
$1.56M -$64.2K -2,633 -4%
KWMG
196
King Wealth Management Group
Florida
$1.5M -$105K -4,298 -7%
WAM
197
World Asset Management
Michigan
$1.47M -$89.5K -3,670 -6%
LDB
198
Lee, Danner & Bass
Tennessee
$1.47M -$27.3K -1,118 -2%
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M – – –
LPL Financial
200
LPL Financial
California
$1.45M -$43.2K -1,690 -3%
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