We are live on ! Find out more
RJF icon

Raymond James Financial

295 hedge funds and large institutions have $3.76B invested in Raymond James Financial in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $12M | Put options by funds: $7.62M

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 111

0.27% more ownership

Funds ownership: 96.7%96.97% (+0.27%)

2% less capital invested

Capital invested by funds: $3.84B → $3.76B (-$82M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

1% less funds holding

Funds holding: 299295 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
116
Reduced
111
Closed
38
Calls
$12M
Puts
$7.62M
Net Calls
+$4.39M
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Change in
Stake
FM
226
Forward Management
California
$455K +$606 +21 +0.1%
HSBC Holdings
227
HSBC Holdings
United Kingdom
$441K +$110K +3,816 +32%
MCM
228
MAI Capital Management
Ohio
$423K
MIC
229
MU Investments Company
Japan
$415K -$182K -6,300 -30%
Thrivent Financial for Lutherans
230
Thrivent Financial for Lutherans
Minnesota
$397K +$56.3K +1,950 +16%
JG
231
Jefferies Group
New York
$394K +$410K +14,180 New
CCIA
232
Campbell & Co Investment Adviser
Maryland
$379K +$394K +13,650 New
Janus Henderson Group
233
Janus Henderson Group
United Kingdom
$362K
WTNA
234
Wilmington Trust National Association
Delaware
$337K +$55.2K +1,913 +19%
HK
235
Horizon Kinetics
New York
$324K +$337K +11,669 New
WBC
236
Westpac Banking Corp
Australia
$313K +$113K +3,924 +53%
Truist Financial
237
Truist Financial
North Carolina
$290K -$30.1K -1,043 -9%
RNS
238
Robert N. Shapiro
$288K -$30.8K -1,065 -9%
CBOA
239
Commonwealth Bank of Australia
Australia
$288K
SCA
240
SAC Capital Advisors
Connecticut
$284K -$5.58M -193,344 -95%
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$277K +$65.2K +2,259 +29%
WIS
242
Wright Investors Service
Connecticut
$274K -$110K -3,795 -28%
DSAM
243
Dock Street Asset Management
Florida
$271K
AAF
244
Andra AP-fonden
Sweden
$266K -$2.31M -79,890 -89%
CA
245
Commerzbank Aktiengesellschaft
Germany
$264K -$235K -8,124 -46%
GC
246
Guggenheim Capital
Illinois
$260K -$208K -7,196 -43%
KBC Group
247
KBC Group
Belgium
$247K +$187K +6,472 +269%
Verition Fund Management
248
Verition Fund Management
Connecticut
$236K +$246K +8,501 New
B
249
Barings
North Carolina
$233K
KeyBank National Association
250
KeyBank National Association
Ohio
$233K +$13.4K +465 +6%

RJF Hedge Fund Activity: Q3 2013 in Review

295 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2013, worth a combined $3.76B — down 2.1% from $3.84B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RJF and 36 opened new positions — a net loss of 2 holders — while 111 trimmed existing stakes and 116 added.

The largest buyer was Goldman Sachs, adding an estimated $117M. The largest seller was Lord, Abbett & Co, cutting an estimated $127M.

  • 295 institutional investors held Raymond James Financial (RJF) as of Q3 2013, down from 299 in Q2 2013.
  • Funds reported $3.76B of Raymond James Financial stock for Q3 2013, down 2.1% quarter-over-quarter.
  • 36 funds opened new Raymond James Financial positions in Q3 2013 and 38 closed out, a net change of -2 holders.
  • The largest Raymond James Financial buyer in Q3 2013 was Goldman Sachs, an estimated $117M added.
  • The largest Raymond James Financial seller in Q3 2013 was Lord, Abbett & Co, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2013.