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Jefferies Financial Group

444 hedge funds and large institutions have $7.06B invested in Jefferies Financial Group in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,724% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $1.19M

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

1% more capital invested

Capital invested by funds: $7.01B → $7.06B (+$56.1M)

0.14% more ownership

Funds ownership: 83.68%83.83% (+0.14%)

1% less funds holding

Funds holding: 447444 (-3)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
444
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.07%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
49
Increased
144
Reduced
169
Closed
48
Calls
$45.4M
Puts
$1.19M
Net Calls
+$44.2M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$879M +$49.4M +2,168,773 +6%
BlackRock
2
BlackRock
New York
$541M +$29.8M +1,307,539 +6%
FPA
3
First Pacific Advisors
California
$527M -$3.35M -147,271 -0.7%
State Street
4
State Street
Massachusetts
$382M -$4.48M -196,533 -1%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$372M -$4.93M -216,344 -1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$369M -$27.1M -1,191,725 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$327M -$26M -1,142,059 -8%
Capital Research Global Investors
8
Capital Research Global Investors
California
$204M -$15.2M -668,043 -7%
Canada Life
9
Canada Life
Manitoba, Canada
$138M +$2.5M +109,715 +2%
Principal Financial Group
10
Principal Financial Group
Iowa
$129M -$10.9M -477,296 -8%
SCM
11
Sterling Capital Management
North Carolina
$119M -$4.33M -189,884 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$109M +$5.15M +225,932 +5%
BIP
13
Brandes Investment Partners
California
$101M -$16.6M -727,995 -14%
AVC
14
Arlington Value Capital
Utah
$95.2M +$1.91M +84,008 +2%
Northern Trust
15
Northern Trust
Illinois
$92.1M -$619K -27,160 -0.7%
BMO
16
Beck Mack & Oliver
New York
$89.6M -$762K -33,462 -0.9%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$86.9M +$83.3M +3,658,373 +7,169%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$85.3M +$4.14M +181,619 +5%
BAM
19
Burgundy Asset Management
Ontario, Canada
$75.8M +$275K +12,089 +0.4%
ACM
20
Ashe Capital Management
New Jersey
$73.4M
First Manhattan
21
First Manhattan
New York
$67M -$5.75M -252,421 -8%
RL
22
Ruffer LLP
United Kingdom
$66.3M -$6.28M -275,723 -9%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$54.6M -$13.1M -575,160 -20%
Norges Bank
24
Norges Bank
Norway
$53.6M +$3.37M +148,138 +7%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$51.4M -$1.22M -53,674 -2%