Raymond James Financial
351 hedge funds and large institutions have $5.06B invested in Raymond James Financial in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 112 reducing their positions, and 34 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 112
12% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 34
1% more funds holding
Funds holding: 348 → 351 (+3)
0.87% less ownership
Funds ownership: 107.4% → 106.52% (-0.87%)
17% less capital invested
Capital invested by funds: $6.12B → $5.06B (-$1.05B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
40% less call options, than puts
Call options by funds: $9.62M | Put options by funds: $16.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$70.1M |
| 2 |
SIM
Stelliam Investment Management
New York
|
+$56.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$39.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$33.6M |
| 5 |
Citigroup
New York
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$97.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$61.2M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$56.6M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$50M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
William Blair & Company
Chicago,
Illinois
| – | -$220K | -5,567 | Closed |
|
377
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$216K | -5,447 | Closed |
|
|
P
378
Pitcairn
Conshohocken,
Pennsylvania
| – | -$216K | -5,423 | Closed |
|
|
AI
379
Atria Investments
Charlotte,
North Carolina
| – | -$212K | -5,331 | Closed |
|
|
PPCM
380
Pillar Pacific Capital Management
Pacifica,
California
| – | -$206K | -5,175 | Closed |
|
|
DILH
381
Dai-ichi Life Holdings
Tokyo,
Japan
| – | -$174K | -4,392 | Closed |
|
382
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$155K | -3,900 | Closed |
|
383
Parallax Volatility Advisers
San Francisco,
California
| – | -$108K | -2,708 | Closed |
|
|
JG
384
Jefferies Group
New York
| – | -$48K | -1,212 | Closed |
|
|
WC
385
Whitnell & Co
Oak Brook,
Illinois
| – | -$1K | -38 | Closed |
|
RJF Hedge Fund Activity: Q3 2015 in Review
351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2015, worth a combined $5.06B — down 17% from $6.12B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new RJF positions and 34 closed out — a net gain of 4 holders — while 132 added to existing stakes and 112 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $70.1M. The largest seller was Systematic Financial Management, cutting an estimated $97.1M.
- 351 institutional investors held Raymond James Financial (RJF) as of Q3 2015, up from 348 in Q2 2015.
- Funds reported $5.06B of Raymond James Financial stock for Q3 2015, down 17% quarter-over-quarter.
- 38 funds opened new Raymond James Financial positions in Q3 2015 and 34 closed out, a net change of +4 holders.
- The largest Raymond James Financial buyer in Q3 2015 was Citadel Advisors, an estimated $70.1M added.
- The largest Raymond James Financial seller in Q3 2015 was Systematic Financial Management, an estimated $97.1M sold.
Based on aggregated 13F filings for Q3 2015.