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Jefferies Financial Group
JEF

Overview Fund Activity

412 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 147 reducing their positions, and 43 closing their positions.

Holders
412
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
8.14%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.39%
New
55
Increased
129
Reduced
147
Closed
43
Calls
$4.45M
Puts
$13.1M
Net Calls
-$8.65M
Net Calls Change
-$7.25M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$68M
2
Ensign Peak Advisors
2
Ensign Peak Advisors
Utah
$27.5M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$23.3M
4
GLA
4
Great Lakes Advisors
Illinois
$17M
5
Man Group
5
Man Group
United Kingdom
$9.43M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$261K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$486M
4
Goldman Sachs
4
Goldman Sachs
New York
$20.5M
5
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$278M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$551M 25,789,476 +310,943 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$486M 22,744,977 -509,830 -2%
FPA
3
First Pacific Advisors
California
$436M 20,404,904 -283,055 -1%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$278M 13,002,025 -427,644 -3%
State Street
5
State Street
Massachusetts
$180M 8,414,626 -94,710 -1%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M 4,875,369 -3,309,188 -40%
BAM
7
Burgundy Asset Management
Ontario, Canada
$102M 4,785,616 +86,049 +2%
Prudential Financial
8
Prudential Financial
New Jersey
$97.9M 4,579,271 -163,815 -3%
AVC
9
Arlington Value Capital
Utah
$85.3M 3,990,704 +73,037 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$79.7M 3,731,519 +7,081 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$79.3M 3,714,987 +2,547 +0.1%
Canada Life
12
Canada Life
Manitoba, Canada
$78.8M 3,714,871 +288,217 +8%
TSW
13
Thompson Siegel & Walmsley
Virginia
$73.8M 3,453,772 -364,850 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$70M 3,276,128 +29,235 +0.9%
Truist Financial
15
Truist Financial
North Carolina
$68M 3,183,334 +3,171,343 +26,448%
Northern Trust
16
Northern Trust
Illinois
$66.1M 3,095,371 +142,313 +5%
BMO
17
Beck Mack & Oliver
New York
$58.1M 2,720,448 -146,462 -5%
Norges Bank
18
Norges Bank
Norway
$52.7M 2,466,804 – –
BIP
19
Brandes Investment Partners
California
$43.9M 2,055,329 -79,305 -4%
DSC
20
Donald Smith & Co
New York
$42.1M 1,971,422 +314,518 +19%
Legal & General Group
21
Legal & General Group
United Kingdom
$40.8M 1,910,700 +22,191 +1%
MCM
22
Moerus Capital Management
New York
$39.6M 1,851,030 -242,632 -12%
PMG
23
Private Management Group
California
$39.4M 1,845,416 -17,770 -1%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$38M 1,779,573 -282,623 -14%
Wells Fargo
25
Wells Fargo
California
$34.1M 1,593,555 -40,066 -2%
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