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
USAA
301
United Services Automobile Association
Texas
-$12.5M -437,582 Closed
RCAMU
302
Rothschild & Co Asset Management US
Connecticut
-$6.59M -230,174 Closed
PCM
303
Parameter Capital Management
Connecticut
-$5.8M -202,500 Closed
Adage Capital Partners
304
Adage Capital Partners
Massachusetts
-$5.16M -180,000 Closed
3NC
305
300 North Capital
California
-$3.89M -135,537 Closed
AII
306
AGF Investments Inc
Ontario, Canada
-$3.3M -115,350 Closed
TCP
307
TAMRO Capital Partners
Virginia
-$2.36M -82,179 Closed
Fidelity International
308
Fidelity International
Bermuda
-$2.03M -70,725 Closed
HCM
309
Highbridge Capital Management
New York
-$1.32M -46,175 Closed
AI
310
Analytic Investors
California
-$1.14M -39,611 Closed
Artisan Partners
311
Artisan Partners
Wisconsin
-$1.01M -35,100 Closed
QBFM
312
QS Batterymarch Financial Management
New York
-$813K -28,350 Closed
NCA
313
NCM Capital Advisers
North Carolina
-$799K -27,900 Closed
CCM
314
Cai Capital Management
New York
-$693K -24,174 Closed
OCAM
315
Onex Canada Asset Management
Ontario, Canada
-$617K -20,475 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
316
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$477K -16,650 Closed
OC
317
Oppenheimer & Co
New York
-$458K -15,968 Closed
Tudor Investment Corp
318
Tudor Investment Corp
Connecticut
-$318K -11,100 Closed
FA
319
FDx Advisors
Illinois
-$304K -10,613 Closed
HC
320
HHG & Company
Connecticut
-$302K -10,532 Closed
RCM
321
Reynolds Capital Management
Nevada
-$293K -10,200 Closed
MCM
322
McKinley Capital Management
Alaska
-$274K -9,566 Closed
QIM
323
Quantitative Investment Management
Virginia
-$232K -8,100 Closed
WP
324
WMS Partners
Maryland
-$229K -7,980 Closed
WSA
325
Willow Street Advisors
Florida
-$206K -7,178 Closed

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.