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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.

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

Top Sellers

1
TAM
1
Third Avenue Management
New York
$108M
2
FCM
2
Fairholme Capital Management
Florida
$449M
3
HK
3
Horizon Kinetics
New York
$206M
4
AR
4
Advisory Research
Illinois
$2.06M
5
MIH
5
Madison Investment Holdings
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$598M 21,367,846 +625,845 +3%
FCM
2
Fairholme Capital Management
Florida
$449M 16,034,558 -1,923,369 -11%
State Street
3
State Street
Massachusetts
$374M 13,356,685 -8,899 -0.1%
Capital World Investors
4
Capital World Investors
California
$274M 9,769,373 – –
BIT
5
BlackRock Institutional Trust
California
$235M 8,406,612 +455,465 +6%
JP
6
Jana Partners
New York
$217M 7,737,574 +7,737,574 New
BMO
7
Beck Mack & Oliver
New York
$215M 7,679,081 +116,397 +2%
HK
8
Horizon Kinetics
New York
$206M 7,351,737 -1,659,004 -18%
Principal Financial Group
9
Principal Financial Group
Iowa
$181M 6,449,770 -2,564 -0%
First Manhattan
10
First Manhattan
New York
$173M 6,173,772 -200,599 -3%
RL
11
Ruffer LLP
United Kingdom
$167M 5,964,291 +5,844,291 +4,870%
BAM
12
Burgundy Asset Management
Ontario, Canada
$163M 5,835,626 +105,839 +2%
SCM
13
Sterling Capital Management
North Carolina
$139M 4,978,346 +511,108 +11%
SFM
14
Soros Fund Management
New York
$120M 4,282,343 – –
TAM
15
Third Avenue Management
New York
$108M 3,873,183 -2,029,475 -34%
BFA
16
BlackRock Fund Advisors
California
$103M 3,679,247 +75,142 +2%
Northern Trust
17
Northern Trust
Illinois
$102M 3,646,637 -200,823 -5%
PI
18
Putnam Investments
Massachusetts
$98.3M 3,511,118 +3,498,319 +27,333%
CWAM
19
Columbia Wanger Asset Management
Illinois
$86.8M 3,101,500 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$85M 3,034,516 -27,523 -0.9%
Canada Life
21
Canada Life
Manitoba, Canada
$73.1M 2,628,395 +75,608 +3%
BTS
22
BB&T Securities
Virginia
$69.9M 249,485 -53,323 -18%
Norges Bank
23
Norges Bank
Norway
$65.7M 2,346,087 – –
Geode Capital Management
24
Geode Capital Management
Massachusetts
$65.2M 2,329,829 +15,805 +0.7%
Capital Research Global Investors
25
Capital Research Global Investors
California
$64.8M 2,315,838 – –
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