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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 %
BF
201
BOK Financial
Oklahoma
$873K -$8.83K -569 -1%
PCM
202
Parsons Capital Management
Rhode Island
$865K -$78K -5,027 -8%
PC
203
Permanens Capital
New York
$862K +$356K +22,925 +70%
GLA
204
Great Lakes Advisors
Illinois
$862K +$862K +55,536 New
Mitsubishi UFJ Asset Management
205
Mitsubishi UFJ Asset Management
Japan
$854K +$25.8K +1,662 +3%
Capstone Investment Advisors
206
Capstone Investment Advisors
New York
$824K -$2.75M -177,205 -77%
WS
207
Wedbush Securities
California
$815K -$30.9K -1,994 -4%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$813K -$683 -44 -0.1%
LPL Financial
209
LPL Financial
California
$807K -$184K -11,952 -19%
US Bancorp
210
US Bancorp
Minnesota
$805K -$10.9K -700 -1%
BCIM
211
British Columbia Investment Management
British Columbia, Canada
$783K – – –
MSA
212
Mason Street Advisors
Wisconsin
$778K +$8.81K +568 +1%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$774K +$584K +37,657 +307%
MAM
214
Meeder Asset Management
Ohio
$770K +$151K +9,762 +24%
Nomura Asset Management
215
Nomura Asset Management
Japan
$760K – – –
CAM
216
Cubic Asset Management
Massachusetts
$755K -$72.4K -4,664 -9%
TRSOTSOK
217
Teachers Retirement System of the State of Kentucky
Kentucky
$749K – – –
Teacher Retirement System of Texas
218
Teacher Retirement System of Texas
Texas
$737K -$3.29M -212,172 -82%
NI
219
Numeric Investors
Massachusetts
$721K +$721K +46,473 New
MERSOM
220
Municipal Employees' Retirement System of Michigan
Michigan
$717K +$246K +15,830 +52%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$716K -$627K -40,424 -47%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$712K – – –
JHIU
223
Janus Henderson Investors US
Colorado
$703K -$123K -7,930 -15%
LWA
224
Lenox Wealth Advisors
New York
$693K -$277K -17,874 -29%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$689K +$234K +15,054 +51%
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