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Jefferies Financial Group
JEF

Overview Fund Activity

422 hedge funds and large institutions have $6.47B invested in Jefferies Financial Group in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
-22
Holders Change %
-4.95%
% of All Funds
12.2%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
32
Increased
158
Reduced
150
Closed
50
Calls
$7.99M
Puts
$39.8M
Net Calls
-$31.8M
Net Calls Change
-$10.7M

Top Buyers

1
JP
Jana Partners
New York
$217M
2
RL
Ruffer LLP
United Kingdom
$167M
3
PI
Putnam Investments
Massachusetts
$98.3M
4
WA
Wasatch Advisors
Utah
$26.1M
5
KCM
Kensico Capital Management
Connecticut
$21M

Top Sellers

1
TAM
Third Avenue Management
New York
$108M
2
FCM
Fairholme Capital Management
Florida
$449M
3
HK
Horizon Kinetics
New York
$206M
4
AR
Advisory Research
Illinois
$2.06M
5
MIH
Madison Investment Holdings
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
$1.5M – – –
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M – – –
URS
203
Utah Retirement Systems
Utah
$1.49M +$11.2K +447 +0.8%
SAM
204
Shell Asset Management
Netherlands
$1.48M – – –
HPA
205
Hilltop Park Associates
New York
$1.43M +$868K +34,631 +155%
OTPPB
206
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.4M -$324K -12,929 -19%
KACA
207
Kayne Anderson Capital Advisors
California
$1.4M +$1.4M +55,856 New
SIC
208
Schwartz Investment Counsel
Michigan
$1.34M – – –
MIM
209
Midwest Investment Management
Ohio
$1.33M -$141K -5,635 -10%
Truist Financial
210
Truist Financial
North Carolina
$1.31M +$971K +38,752 +288%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$1.3M -$19.7K -786 -1%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$1.28M -$76.3K -3,044 -6%
B
213
Baird
Wisconsin
$1.28M -$45.5K -1,815 -3%
AA
214
Ancora Advisors
Ohio
$1.27M -$28K -1,117 -2%
CAM
215
Cubic Asset Management
Massachusetts
$1.27M +$23.1K +921 +2%
BCM
216
Boyle Capital Management
Iowa
$1.26M -$58.9K -2,349 -4%
LS
217
Livforsakringsbolaget Skandia
Sweden
$1.25M +$1.25M +49,742 New
FA
218
FDx Advisors
Illinois
$1.16M +$361K +14,388 +45%
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$1.15M +$224K +8,937 +24%
NMERB
220
New Mexico Educational Retirement Board
New Mexico
$1.15M +$1.15M +45,790 New
PWPCM
221
Perella Weinberg Partners Capital Management
New York
$1.13M – – –
WAM
222
World Asset Management
Michigan
$1.13M -$162K -6,453 -12%
BFA
223
Bragg Financial Advisors
North Carolina
$1.07M -$16.8K -670 -2%
ClearBridge Investments
224
ClearBridge Investments
New York
$1.06M +$336K +13,406 +46%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$1.05M +$85.4K +3,408 +9%
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