Raymond James Financial
325 hedge funds and large institutions have $4.97B invested in Raymond James Financial in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 108 increasing their positions, 117 reducing their positions, and 27 closing their positions.
726% more call options, than puts
Call options by funds: $30.3M | Put options by funds: $3.67M
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
119% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 27
32% more capital invested
Capital invested by funds: $3.76B → $4.97B (+$1.21B)
10% more funds holding
Funds holding: 295 → 325 (+30)
5.1% more ownership
Funds ownership: 96.97% → 102.06% (+5.1%)
8% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 117
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$166M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$44.9M |
| 3 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$31.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$30.6M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$93M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$31.8M |
| 3 |
Renaissance Technologies
New York
|
-$23.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.7M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$14.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
Teacher Retirement System of Texas
Austin,
Texas
| – | -$86K | -3,080 | Closed |
|
|
PFPT
352
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$6K | -210 | Closed |
|
RJF Hedge Fund Activity: Q4 2013 in Review
325 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2013, worth a combined $4.97B — up 32% from $3.76B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new RJF positions and 27 closed out — a net gain of 32 holders — while 108 added to existing stakes and 117 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $166M. The largest seller was Fidelity Investments, cutting an estimated $93M.
- 325 institutional investors held Raymond James Financial (RJF) as of Q4 2013, up from 295 in Q3 2013.
- Funds reported $4.97B of Raymond James Financial stock for Q4 2013, up 32% quarter-over-quarter.
- 59 funds opened new Raymond James Financial positions in Q4 2013 and 27 closed out, a net change of +32 holders.
- The largest Raymond James Financial buyer in Q4 2013 was EARNEST Partners, an estimated $166M added.
- The largest Raymond James Financial seller in Q4 2013 was Fidelity Investments, an estimated $93M sold.
Based on aggregated 13F filings for Q4 2013.