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Raymond James Financial
RJF

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.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $7.31M

27% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 106

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $4.97B → $5.42B (+$454M)

1.46% more ownership

Funds ownership: 102.06% → 103.53% (+1.5%)

1% more funds holding

Funds holding: 325 → 328 (+3)

Holders
328
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
9.47%
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

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
+$200M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.8M
3
Boston Partners
Boston Partners
Massachusetts
+$33.1M
4
BIT
BlackRock Institutional Trust
California
+$26.1M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
-$128M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$108M
3
AR
Advisory Research
Illinois
-$79.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$53.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
326
Whitnell & Co
Illinois
$1K – – –
MCM
327
Maltese Capital Management
New York
– -$13.6M -390,000 Closed
AC
328
Ascend Capital
California
– -$7.45M -214,100 Closed
BCM
329
BlueMar Capital Management
Florida
– -$5.37M -154,200 Closed
SCM
330
Stevens Capital Management
Pennsylvania
– -$3.62M -104,154 Closed
Renaissance Technologies
331
Renaissance Technologies
New York
– -$2.24M -64,463 Closed
GACM
332
Green Arrow Capital Management
New York
– -$2.14M -61,515 Closed
DCM
333
Dupont Capital Management
Delaware
– -$1.95M -56,036 Closed
NCCM
334
Nine Chapters Capital Management
New Jersey
– -$1.82M -52,200 Closed
Korea Investment Corp
335
Korea Investment Corp
South Korea
– -$1.51M -43,350 Closed
Adage Capital Partners
336
Adage Capital Partners
Massachusetts
– -$1.3M -37,500 Closed
Nomura Holdings
337
Nomura Holdings
Japan
– -$1.24M -35,613 Closed
AIU
338
Algebris Investments (UK)
United Kingdom
– -$1.16M -33,450 Closed
EMG
339
Ellington Management Group
Connecticut
– -$1.04M -30,000 Closed
Two Sigma Advisers
340
Two Sigma Advisers
New York
– -$860K -24,687 Closed
SEC
341
Seven Eight Capital
New York
– -$726K -20,850 Closed
DDC
342
DF Dent & Co
Maryland
– -$601K -17,280 Closed
BCMU
343
BlueCrest Capital Management (UK)
Guernsey
– -$560K -16,103 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
344
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$553K -15,900 Closed
LI
345
LMCG Investments
Massachusetts
– -$426K -12,234 Closed
PP
346
Paloma Partners
Connecticut
– -$410K -11,793 Closed
ACI
347
Advance Capital I
Michigan
– -$350K -10,050 Closed
Truist Financial
348
Truist Financial
North Carolina
– -$324K -9,333 Closed
VKH
349
Virtu KCG Holdings
New York
– -$317K -9,105 Closed
QT
350
Quantbot Technologies
New York
– -$104K -3,000 Closed
11 12 13
14
15

RJF Hedge Fund Activity: Q1 2014 in Review

328 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2014, worth a combined $5.42B — up 9.1% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RJF positions and 35 closed out — a net gain of 9 holders — while 135 added to existing stakes and 106 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $200M. The largest seller was Perkins Investment Management, cutting an estimated $128M.

  • 328 institutional investors held Raymond James Financial (RJF) as of Q1 2014, up from 325 in Q4 2013.
  • Funds reported $5.42B of Raymond James Financial stock for Q1 2014, up 9.1% quarter-over-quarter.
  • 44 funds opened new Raymond James Financial positions in Q1 2014 and 35 closed out, a net change of +9 holders.
  • The largest Raymond James Financial buyer in Q1 2014 was Systematic Financial Management, an estimated $200M added.
  • The largest Raymond James Financial seller in Q1 2014 was Perkins Investment Management, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2014.