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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.

New
Increased
Maintained
Reduced
Closed

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: 348351 (+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: 64 (-2)

40% less call options, than puts

Call options by funds: $9.62M | Put options by funds: $16.1M

Holders
351
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
38
Increased
132
Reduced
112
Closed
34
Calls
$9.62M
Puts
$16.1M
Net Calls
-$6.46M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$17.1M -$635K -17,137 -3%
Ameriprise
52
Ameriprise
Minnesota
$17M -$61.2M -1,651,334 -76%
PCMF
53
Private Capital Management (Florida)
Florida
$16.2M -$140K -3,788 -0.8%
Charles Schwab
54
Charles Schwab
California
$16.1M +$905K +24,429 +5%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$16.1M +$648K +17,480 +4%
RA
56
Royce & Associates
New York
$15.8M -$4.32M -116,588 -20%
Morgan Stanley
57
Morgan Stanley
New York
$15.5M +$1.42M +38,379 +9%
RJA
58
Raymond James & Associates
Florida
$15.2M +$1.17M +31,484 +7%
Renaissance Technologies
59
Renaissance Technologies
New York
$14.9M +$16.7M +451,313 New
IR
60
IAT Reinsurance
New York
$14.9M
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$14.8M -$940K -25,350 -5%
UBS AM
62
UBS AM
Illinois
$14.3M +$251K +6,774 +2%
JP Morgan Chase
63
JP Morgan Chase
New York
$13.7M -$4.41M -119,073 -22%
DDPIC
64
Deroy & Devereaux Private Investment Counsel
Michigan
$13.3M +$193K +5,215 +1%
AIG
65
American International Group
New York
$12.7M +$4.3K +116 +0%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.5M -$16.5M -445,956 -54%
Millennium Management
67
Millennium Management
New York
$12.4M +$13.9M +374,901 New
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$11.9M +$392K +10,569 +3%
CS
69
Credit Suisse
Switzerland
$11.6M +$2.4M +64,642 +23%
UCFA
70
United Capital Financial Advisors
Texas
$11.6M +$186K +5,028 +1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$11.5M -$34.9M -941,337 -73%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.9M -$439K -11,844 -3%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$10.6M +$8.34M +225,000 +238%
Two Sigma Investments
74
Two Sigma Investments
New York
$10M +$11M +296,873 +4,703%
MTB
75
Mizuho Trust & Banking
Japan
$9.88M +$78.3K +2,112 +0.7%

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.