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Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $4.16B invested in Jefferies Financial Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 189 reducing their positions, and 69 closing their positions.

Holders
449
Holders Change
-14
Holders Change %
-3.02%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
60
Increased
134
Reduced
189
Closed
69
Calls
$2.87M
Puts
$11.3M
Net Calls
-$8.41M
Net Calls Change
-$2.37M

Top Buyers

1
MCM
1
Moerus Capital Management
New York
$33.6M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$88.8M
3
BAM
3
Burgundy Asset Management
Ontario, Canada
$79.8M
4
FPA
4
First Pacific Advisors
California
$359M
5
WCM
5
Wallace Capital Management
Texas
$21.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$69.8M
2
AL
2
AJO LP
Pennsylvania
$3.55M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.5M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$522M 30,093,204 -8,349 -0%
FPA
2
First Pacific Advisors
California
$359M 20,663,842 +1,227,681 +6%
BlackRock
3
BlackRock
New York
$339M 19,552,986 -453,691 -2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$241M 13,901,018 +101,426 +0.7%
State Street
5
State Street
Massachusetts
$223M 12,820,387 -877,435 -6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$185M 10,664,958 -648,676 -6%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$180M 10,361,341 -464,327 -4%
Canada Life
8
Canada Life
Manitoba, Canada
$101M 6,019,409 +157,410 +3%
TSW
9
Thompson Siegel & Walmsley
Virginia
$88.8M 5,113,499 +1,359,769 +36%
SCM
10
Sterling Capital Management
North Carolina
$80.5M 4,638,734 +274,037 +6%
BAM
11
Burgundy Asset Management
Ontario, Canada
$79.8M 4,594,789 +1,281,570 +39%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$69.8M 4,019,645 -4,356,592 -52%
AVC
13
Arlington Value Capital
Utah
$68.2M 3,928,747 +360,760 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$63M 3,636,223 -121,525 -3%
Invesco
15
Invesco
Georgia
$60.9M 3,509,339 +55,277 +2%
Northern Trust
16
Northern Trust
Illinois
$58.7M 3,382,970 +11,049 +0.3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$46M 2,648,568 +359,949 +16%
BIP
18
Brandes Investment Partners
California
$40.8M 2,347,531 -261,464 -10%
Norges Bank
19
Norges Bank
Norway
$37.9M 2,181,990 +149,057 +7%
MCM
20
Moerus Capital Management
New York
$33.6M 1,937,008 +1,937,008 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$32.7M 1,883,234 -228,212 -11%
PMG
22
Private Management Group
California
$32.6M 1,878,945 +67,780 +4%
Goldman Sachs
23
Goldman Sachs
New York
$32.5M 1,875,020 -1,059,815 -36%
First Manhattan
24
First Manhattan
New York
$32.2M 1,853,314 -222,102 -11%
Prudential Financial
25
Prudential Financial
New Jersey
$31.7M 1,824,482 +569,942 +45%
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