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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.

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
1
T. Rowe Price Associates
Maryland
$221M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$85.7M
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$30.5M
4
FPA
4
First Pacific Advisors
California
$390M
5
ACM
5
Ashe Capital Management
New Jersey
$115M

Top Sellers

1
SCM
1
Scopia Capital Management
New York
$25.4M
2
Royal London Asset Management
2
Royal London Asset Management
United Kingdom
$1.87M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$2.23M
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$498M 28,722,993 +668,282 +2%
FPA
2
First Pacific Advisors
California
$390M 22,520,090 +1,617,090 +8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$245M 14,152,621 +23,828 +0.2%
State Street
4
State Street
Massachusetts
$228M 13,129,413 -139,183 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$221M 12,766,533 +6,713,380 +111%
BIT
6
BlackRock Institutional Trust
California
$147M 8,464,023 -7,610 -0.1%
Principal Financial Group
7
Principal Financial Group
Iowa
$135M 7,782,351 -21,333 -0.3%
BAM
8
Burgundy Asset Management
Ontario, Canada
$131M 7,551,612 -22,109 -0.3%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$130M 7,486,027 -28,788 -0.4%
SCM
10
Sterling Capital Management
North Carolina
$124M 7,129,810 -497,105 -7%
ACM
11
Ashe Capital Management
New Jersey
$115M 6,631,799 +993,638 +18%
AVC
12
Arlington Value Capital
Utah
$110M 6,327,088 -83,359 -1%
Canada Life
13
Canada Life
Manitoba, Canada
$103M 5,955,837 +168,356 +3%
BFA
14
BlackRock Fund Advisors
California
$88.2M 5,090,094 +156,020 +3%
Capital Research Global Investors
15
Capital Research Global Investors
California
$85.7M 4,948,000 +4,948,000 New
BIP
16
Brandes Investment Partners
California
$85M 4,903,665 -112,578 -2%
First Manhattan
17
First Manhattan
New York
$71.7M 4,134,979 -273,816 -6%
RL
18
Ruffer LLP
United Kingdom
$68.7M 3,962,530 -357,329 -8%
Northern Trust
19
Northern Trust
Illinois
$62.7M 3,617,769 +103,839 +3%
BMO
20
Beck Mack & Oliver
New York
$62.5M 3,603,641 -595,788 -14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$60.2M 3,477,208 -192,702 -5%
Norges Bank
22
Norges Bank
Norway
$50.8M 2,931,186 +387,374 +15%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$45.7M 2,636,648 +236,543 +10%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$45.1M 2,603,436 +611,491 +31%
BG
25
BlackRock Group
United Kingdom
$43.5M 2,510,730 +69,041 +3%
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