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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
CAW
326
Cornerstone Advisors (Washington)
Washington
$2K +$1.67K +50 New
FCCM
327
First City Capital Management
Georgia
$1.98K – – –
TWA
328
TCI Wealth Advisors
Arizona
$1K – – –
WC
329
Whitnell & Co
Illinois
$1K – – –
PM
330
Pembroke Management
Quebec, Canada
– -$25.4M -681,863 Closed
BIM
331
BRC Investment Management
Colorado
– -$18M -483,993 Closed
HW
332
Hancock Whitney
Mississippi
– -$7.03M -188,403 Closed
GC
333
Globeflex Capital
California
– -$5.58M -149,609 Closed
Fidelity International
334
Fidelity International
Bermuda
– -$5.16M -138,450 Closed
HIS
335
Horizon Investment Services
Indiana
– -$3.28M -99,123 Closed
NIP
336
Nicholas Investment Partners
California
– -$2.6M -69,857 Closed
KAM
337
Keeley Asset Management
Illinois
– -$2.4M -64,298 Closed
American Century Companies
338
American Century Companies
Missouri
– -$1.1M -29,400 Closed
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
– -$1.06M -28,500 Closed
GMIM
340
General Motors Investment Management
New York
– -$936K -25,115 Closed
WMSA
341
Weiss Multi-Strategy Advisers
New York
– -$895K -24,015 Closed
CC
342
Cipher Capital
New York
– -$694K -18,620 Closed
Acadian Asset Management
343
Acadian Asset Management
Massachusetts
– -$445K -11,922 Closed
Jane Street
344
Jane Street
New York
– -$385K -10,334 Closed
Jennison Associates
345
Jennison Associates
New York
– -$322K -8,643 Closed
B
346
Barings
North Carolina
– -$313K -8,400 Closed
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
– -$260K -6,971 Closed
NG
348
NatWest Group
United Kingdom
– -$217K -5,829 Closed
TD Asset Management
349
TD Asset Management
Ontario, Canada
– -$213K -5,700 Closed
P
350
Pitcairn
Pennsylvania
– -$209K -5,589 Closed
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.