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Raymond James Financial
RJF

Overview Fund Activity

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
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
1
Norges Bank
Norway
$113M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$190M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$38M
4
SIM
4
Stelliam Investment Management
New York
$69M
5
Boston Partners
5
Boston Partners
Massachusetts
$248M

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$10.2M
2
PM
2
Pembroke Management
Quebec, Canada
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$179M
4
Ameriprise
4
Ameriprise
Minnesota
$85.5M
5
RIM
5
Rainier Investment Management
Washington
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$25.4K +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 +$1.55K +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 +$2.07K +63 +21%
WRM
312
Westport Resources Management
Connecticut
$11K – – –
GAM
313
Gemmer Asset Management
California
$11K – – –
SSA
314
South Street Advisors
New York
$8.32K +$318 +9,405 +4%
SF
315
Synovus Financial
Georgia
$8K – – –
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$7.89K -$117 -3,450 -1%
PAI
317
Pittenger & Anderson Inc
Nebraska
$6K +$6K +188 New
HR
318
Howe & Rusling
New York
$5K -$604 -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 +$3.15K +93 New
Bessemer Group
323
Bessemer Group
New Jersey
$3K +$3K +90 New
WA
324
WFG Advisors
Texas
$2K – – –
BPBT
325
Boston Private Bank & Trust
Massachusetts
$2K – – –
11 12
13
14 15