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Raymond James Financial
RJF

330 hedge funds and large institutions have $4.9B invested in Raymond James Financial in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 114 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $5.88M

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

7% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 114

1% more funds holding

Funds holding: 328 → 330 (+2)

0.53% less ownership

Funds ownership: 103.53% → 103% (-0.53%)

10% less capital invested

Capital invested by funds: $5.42B → $4.9B (-$517M)

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
330
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
9.49%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.09%
New
31
Increased
122
Reduced
114
Closed
27
Calls
$15.4M
Puts
$5.88M
Net Calls
+$9.48M
Net Calls Change
-$8.51M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$55.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$46.7M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$37.6M
4
SIM
Stelliam Investment Management
New York
+$24.3M
5
Boston Partners
Boston Partners
Massachusetts
+$18.9M

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
-$38M
2
PM
Pembroke Management
Quebec, Canada
-$25.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.2M
4
Ameriprise
Ameriprise
Minnesota
-$18.9M
5
RIM
Rainier Investment Management
Washington
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
301
Mark Sheptoff Financial Planning
Connecticut
$31K – – –
SAMC
302
Shinko Asset Management Company
Japan
$30K – – –
BRWA
303
B. Riley Wealth Advisors
Florida
$25.4K +$25.1K +752 New
CFA
304
Camarda Financial Advisors
Florida
$23K – – –
MAM
305
Mizuho Asset Management
Japan
$22K – – –
RIA
306
Regal Investment Advisors
Michigan
$22K – – –
WCBA
307
Weaver C. Barksdale & Associates
Tennessee
$21K +$1.5K +45 +8%
FWM
308
Focused Wealth Management
New York
$18K – – –
MFS
309
MSI Financial Services
Massachusetts
$14K – – –
EWM
310
Evercore Wealth Management
New York
$13K – – –
PTC
311
Private Trust Company
Ohio
$12K +$2.1K +63 +21%
GAM
312
Gemmer Asset Management
California
$11K – – –
WRM
313
Westport Resources Management
Connecticut
$11K – – –
SSA
314
South Street Advisors
New York
$8.32K +$314K +9,405 +4%
SF
315
Synovus Financial
Georgia
$8K – – –
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$7.89K -$115K -3,450 -1%
PAI
317
Pittenger & Anderson Inc
Nebraska
$6K +$6.28K +188 New
HR
318
Howe & Rusling
New York
$5K -$601 -18 -11%
ACS
319
Archford Capital Strategies
Illinois
$4.56K – – –
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$4.16K – – –
PFSC
321
Peoples Financial Services Corp
Pennsylvania
$4K – – –
WEC
322
Winslow Evans & Crocker
Massachusetts
$3.15K +$3.1K +93 New
Bessemer Group
323
Bessemer Group
New Jersey
$3K +$3K +90 New
BPBT
324
Boston Private Bank & Trust
Massachusetts
$2K – – –
WA
325
WFG Advisors
Texas
$2K – – –
11 12
13
14 15

RJF Hedge Fund Activity: Q2 2014 in Review

330 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2014, worth a combined $4.9B — down 9.5% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RJF positions and 27 closed out — a net gain of 4 holders — while 122 added to existing stakes and 114 trimmed.

The largest buyer was Norges Bank, adding an estimated $55.9M. The largest seller was TIAA CREF Investment Management, cutting an estimated $38M.

  • 330 institutional investors held Raymond James Financial (RJF) as of Q2 2014, up from 328 in Q1 2014.
  • Funds reported $4.9B of Raymond James Financial stock for Q2 2014, down 9.5% quarter-over-quarter.
  • 31 funds opened new Raymond James Financial positions in Q2 2014 and 27 closed out, a net change of +4 holders.
  • The largest Raymond James Financial buyer in Q2 2014 was Norges Bank, an estimated $55.9M added.
  • The largest Raymond James Financial seller in Q2 2014 was TIAA CREF Investment Management, an estimated $38M sold.

Based on aggregated 13F filings for Q2 2014.