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Raymond James Financial
RJF

Overview Fund Activity

328 hedge funds and large institutions have $5.42B invested in Raymond James Financial in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
328
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
9.48%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
44
Increased
135
Reduced
106
Closed
35
Calls
$25.3M
Puts
$7.31M
Net Calls
+$18M
Net Calls Change
-$8.64M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$246M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$157M
3
Boston Partners
3
Boston Partners
Massachusetts
$253M
4
BIT
4
BlackRock Institutional Trust
California
$220M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$54.9M

Top Sellers

1
PIM
1
Perkins Investment Management
Illinois
$112M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$147K
3
AR
3
Advisory Research
Illinois
$138K
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$87.4M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$70.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$35K 618 +618 New
SAMC
302
Shinko Asset Management Company
Japan
$34K 600 – –
CFA
303
Camarda Financial Advisors
Florida
$25K 456 – –
MAM
304
Mizuho Asset Management
Japan
$24K 428 – –
RIA
305
Regal Investment Advisors
Michigan
$24K 435 – –
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$21K 377 – –
FWM
307
Focused Wealth Management
New York
$17K 667 +667 New
MFS
308
MSI Financial Services
Massachusetts
$15K 269 – –
EWM
309
Evercore Wealth Management
New York
$14K 252 – –
WRM
310
Westport Resources Management
Connecticut
$12K 218 – –
GAM
311
Gemmer Asset Management
California
$12K 213 +213 New
PTC
312
Private Trust Company
Ohio
$11K 202 +113 +127%
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2K 183,021 -437 -0.2%
SF
314
Synovus Financial
Georgia
$9K 155 – –
HR
315
Howe & Rusling
New York
$6K 111 +5 +5%
NSIM
316
North Star Investment Management
Illinois
$6K 100 +100 New
ACS
317
Archford Capital Strategies
Illinois
$5.03K 90 +90 New
CG
318
Colony Group
Massachusetts
$5K 92 +92 New
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$4.59K 82 +36 +78%
PFSC
320
Peoples Financial Services Corp
Pennsylvania
$4K 80 – –
FCCM
321
First City Capital Management
Georgia
$2.18K 39 +39 New
WA
322
WFG Advisors
Texas
$2K 42 -310 -88%
NYLT
323
New York Life Trust
New York
$2K 37 +19 +106%
BPBT
324
Boston Private Bank & Trust
Massachusetts
$2K 37 +37 New
TWA
325
TCI Wealth Advisors
Arizona
$1K 17 – –
11 12
13
14 15