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Jefferies Financial Group
JEF

Overview Fund Activity

485 hedge funds and large institutions have $7.1B invested in Jefferies Financial Group in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 157 increasing their positions, 165 reducing their positions, and 29 closing their positions.

Holders
485
Holders Change
+48
Holders Change %
+10.98%
% of All Funds
11.02%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
77
Increased
157
Reduced
165
Closed
29
Calls
$15.6M
Puts
$9.96M
Net Calls
+$5.67M
Net Calls Change
-$4.22M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$175M
2
NI
2
Numeric Investors
Massachusetts
$34.1M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$12.9M
4
BIM
4
Bogle Investment Management
Massachusetts
$13.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$25.8M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$115M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$40.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$266M
4
American Century Companies
4
American Century Companies
Missouri
$36.1M
5
Credit Agricole
5
Credit Agricole
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$865M 32,663,871 -362,135 -1%
BlackRock
2
BlackRock
New York
$561M 21,188,997 +392,250 +2%
FPA
3
First Pacific Advisors
California
$511M 19,288,883 +17,493 +0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$402M 15,176,363 +201,412 +1%
State Street
5
State Street
Massachusetts
$394M 14,859,630 +323,604 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$369M 13,933,127 -104,738 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$266M 10,050,378 -1,402,403 -12%
AL
8
AJO LP
Pennsylvania
$175M 6,615,759 +3,980,648 +151%
Canada Life
9
Canada Life
Manitoba, Canada
$150M 5,676,655 +236,814 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$124M 4,681,821 +127,716 +3%
SCM
11
Sterling Capital Management
North Carolina
$120M 4,515,776 -7,800 -0.2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$115M 4,350,000 -3,453,292 -44%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$95.5M 3,605,228 +80,477 +2%
Northern Trust
14
Northern Trust
Illinois
$95.4M 3,600,980 -81,413 -2%
AVC
15
Arlington Value Capital
Utah
$95.1M 3,589,458 -64,710 -2%
Goldman Sachs
16
Goldman Sachs
New York
$85.1M 3,214,189 +54,935 +2%
BMO
17
Beck Mack & Oliver
New York
$83.7M 3,159,989 -226,737 -7%
RL
18
Ruffer LLP
United Kingdom
$79.2M 2,991,998 +97,888 +3%
BAM
19
Burgundy Asset Management
Ontario, Canada
$78.9M 2,978,872 +24,318 +0.8%
BIP
20
Brandes Investment Partners
California
$74.3M 2,803,005 -81,662 -3%
Principal Financial Group
21
Principal Financial Group
Iowa
$70.4M 2,657,545 -466,516 -15%
First Manhattan
22
First Manhattan
New York
$65.8M 2,482,526 -102,550 -4%
GC
23
Guggenheim Capital
Illinois
$56.7M 2,139,991 +39,115 +2%
Norges Bank
24
Norges Bank
Norway
$56.5M 2,134,371 – –
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$53M 2,002,003 +6,405 +0.3%
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