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Raymond James Financial

295 hedge funds and large institutions have $3.76B invested in Raymond James Financial in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 111 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $12M | Put options by funds: $7.62M

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 111

0.27% more ownership

Funds ownership: 96.7%96.97% (+0.27%)

2% less capital invested

Capital invested by funds: $3.84B → $3.76B (-$82M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

1% less funds holding

Funds holding: 299295 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
295
Holders Change
-4
Holders Change %
-1.34%
% of All Funds
9.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
36
Increased
116
Reduced
111
Closed
38
Calls
$12M
Puts
$7.62M
Net Calls
+$4.39M
Net Calls Change
-$825K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
Maltese Capital Management
New York
$13.7M +$11M +380,550 +338%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$13.6M +$136K +4,716 +1%
Capital Fund Management (CFM)
53
Capital Fund Management (CFM)
France
$12.5M +$12.1M +420,093 +1,450%
NFA
54
Nationwide Fund Advisors
Ohio
$12.3M +$636K +22,031 +5%
Principal Financial Group
55
Principal Financial Group
Iowa
$12M +$597K +20,688 +5%
Citadel Advisors
56
Citadel Advisors
Florida
$11.9M -$1.83M -63,401 -13%
CAM
57
Congress Asset Management
Massachusetts
$11.8M +$934K +32,341 +8%
AIG
58
American International Group
New York
$11.5M +$909K +31,478 +8%
UBS AM
59
UBS AM
Illinois
$10.6M +$1.34M +46,479 +14%
RJA
60
Raymond James & Associates
Florida
$10.2M +$88.2K +3,054 +0.8%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$10.1M +$1.39M +48,000 +15%
Macquarie Group
62
Macquarie Group
Australia
$9.5M +$277K +9,600 +3%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$9.5M +$332K +11,507 +3%
BCM
64
Buckhead Capital Management
Georgia
$9.48M -$1.7M -58,903 -15%
CS
65
Credit Suisse
Switzerland
$9.37M +$770K +26,652 +9%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$9.14M +$295K +10,223 +3%
STC
67
SEI Trust Company
Pennsylvania
$8.76M +$2.38M +82,290 +35%
JHIU
68
Janus Henderson Investors US
Colorado
$8.61M +$4.03M +139,650 +82%
SFM
69
Systematic Financial Management
New Jersey
$8.47M +$65.2K +2,256 +0.7%
ClearBridge Investments
70
ClearBridge Investments
New York
$8.1M +$33.3K +1,154 +0.4%
Millennium Management
71
Millennium Management
New York
$7.78M +$5.55M +192,214 +218%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$7.77M +$80.8K +2,799 +1%
Comerica Bank
73
Comerica Bank
Texas
$7.76M +$373K +12,921 +5%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$7.65M +$374K +12,957 +5%
NTCOC
75
Northern Trust Company of Connecticut
Connecticut
$7.42M -$284K -9,844 -4%

RJF Hedge Fund Activity: Q3 2013 in Review

295 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2013, worth a combined $3.76B — down 2.1% from $3.84B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RJF and 36 opened new positions — a net loss of 2 holders — while 111 trimmed existing stakes and 116 added.

The largest buyer was Goldman Sachs, adding an estimated $117M. The largest seller was Lord, Abbett & Co, cutting an estimated $127M.

  • 295 institutional investors held Raymond James Financial (RJF) as of Q3 2013, down from 299 in Q2 2013.
  • Funds reported $3.76B of Raymond James Financial stock for Q3 2013, down 2.1% quarter-over-quarter.
  • 36 funds opened new Raymond James Financial positions in Q3 2013 and 38 closed out, a net change of -2 holders.
  • The largest Raymond James Financial buyer in Q3 2013 was Goldman Sachs, an estimated $117M added.
  • The largest Raymond James Financial seller in Q3 2013 was Lord, Abbett & Co, an estimated $127M sold.

Based on aggregated 13F filings for Q3 2013.