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Raymond James Financial
RJF

Overview Fund Activity

345 hedge funds and large institutions have $5.2B invested in Raymond James Financial in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+15
Holders Change %
+4.55%
% of All Funds
10.02%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
37
Increased
121
Reduced
128
Closed
18
Calls
$19.6M
Puts
$2.58M
Net Calls
+$17.1M
Net Calls Change
+$7.59M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$277M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$91.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$249M
4
Northern Trust
Northern Trust
Illinois
$92M
5
SIM
Stelliam Investment Management
New York
$88.7M

Top Sellers

1
SSA
South Street Advisors
New York
$8.91M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
Norges Bank
Norges Bank
Norway
$58.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$47.7M
5
Prudential Financial
Prudential Financial
New Jersey
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
301
Old Mutual Customised Solutions
South Africa
$118K – – –
Nordea Investment Management
302
Nordea Investment Management
Sweden
$115K +$115K +3,213 New
Creative Planning
303
Creative Planning
Kansas
$87K – – –
DADC
304
D.A. Davidson & Co
Montana
$81K +$4.47K +126 +6%
CBOA
305
Commonwealth Bank of Australia
Australia
$80K – – –
FAM
306
Formidable Asset Management
Ohio
$76K -$10.5K -281 -12%
NFG
307
Next Financial Group
Texas
$74K +$74K +2,078 New
BOK
308
Bank of Kentucky
Kentucky
$74K +$74K +2,081 New
Envestnet Asset Management
309
Envestnet Asset Management
Illinois
$73K -$17.4K -489 -19%
DBT
310
Dubuque Bank & Trust
Iowa
$70K – – –
PTC
311
Private Trust Company
Ohio
$68K +$55K +1,551 +424%
PHK
312
Point72 Hong Kong
Hong Kong
$65K +$65K +1,827 New
LTFS
313
Ladenburg Thalmann Financial Services
Florida
$60K -$3.54K -99 -6%
TRCT
314
Tower Research Capital (TRC)
New York
$56K -$743K -20,722 -93%
WIL
315
Winifred I. Li
$56K – – –
MSFP
316
Mark Sheptoff Financial Planning
Connecticut
$33K – – –
TDC
317
Thompson Davis & Co
Virginia
$32K +$32K +885 New
SAMC
318
Shinko Asset Management Company
Japan
$27K -$5.4K -150 -17%
SEC
319
Seven Eight Capital
New York
$26.8K +$26.8K +750 New
CFA
320
Camarda Financial Advisors
Florida
$24K – – –
MAM
321
Mizuho Asset Management
Japan
$23K – – –
RIA
322
Regal Investment Advisors
Michigan
$23K – – –
WCBA
323
Weaver C. Barksdale & Associates
Tennessee
$20K -$1.48K -42 -7%
MFS
324
MSI Financial Services
Massachusetts
$14K – – –
EWM
325
Evercore Wealth Management
New York
$14K – – –
11 12
13
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