Raymond James Financial
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$200M |
| 2 |
Bank of New York Mellon
New York
|
+$64.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$33.1M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$26.1M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$128M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$108M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$79.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$53.5M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$28.7M |
RJF Hedge Fund Activity: Q1 2014 in Review
328 of the 3,463 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.