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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
GCM
26
Geneva Capital Management
Wisconsin
$38.2M -$2.24M -67,081 -6%
Prudential Financial
27
Prudential Financial
New Jersey
$38.2M -$5.82M -174,498 -13%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$38M +$37.6M +1,125,000 New
NFA
29
Nationwide Fund Advisors
Ohio
$36.8M +$4.16M +124,644 +13%
MAA
30
Managed Account Advisors
New Jersey
$36M -$304K -9,097 -0.8%
Macquarie Group
31
Macquarie Group
Australia
$34.4M -$40.6K -1,215 -0.1%
PCM
32
Palisade Capital Management
New Jersey
$34.2M +$974K +29,174 +3%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$33.2M -$40.1K -1,200 -0.1%
PA
34
Pinnacle Associates
New York
$33M -$1.84M -55,021 -5%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$32.8M -$1.06M -31,620 -3%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$32.6M -$571K -17,100 -2%
RIM
37
Rainier Investment Management
Washington
$29.8M -$18.5M -553,350 -39%
Wells Fargo
38
Wells Fargo
California
$27.5M +$5.91M +177,039 +28%
TA
39
Teachers Advisors
New York
$27.3M +$244K +7,305 +0.9%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$25.6M +$2.26M +67,690 +10%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$23.2M +$17.1M +511,350 +293%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$22.5M -$896K -26,842 -4%
RA
43
Royce & Associates
New York
$22.2M +$220K +6,600 +1%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$22.1M +$151K +4,521 +0.7%
BG
45
BlackRock Group
United Kingdom
$21.5M -$4.61M -138,210 -18%
JP Morgan Chase
46
JP Morgan Chase
New York
$19.9M +$4.5M +134,883 +30%
CAM
47
Congress Asset Management
Massachusetts
$19.8M +$1.77M +52,936 +10%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$19.6M -$165K -4,939 -0.8%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.4M -$1.19M -35,656 -6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$18.8M +$910K +27,262 +5%
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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.