We are live on ! Find out more
RJF icon

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
WAM
76
Wood Asset Management
Florida
$7.21M -$873K -30,213 -10%
NC
77
Nicholas Company
Wisconsin
$7.09M -$866 -30 -0%
MTB
78
Mizuho Trust & Banking
Japan
$7.04M
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$7M
DDPIC
80
Deroy & Devereaux Private Investment Counsel
Michigan
$6.88M +$152K +5,273 +2%
IGIM
81
I.G. Investment Management
Manitoba, Canada
$6.8M +$1.36M +46,950 +24%
CCMH
82
Cornerstone Capital Management Holdings
New York
$6.78M +$2.59M +89,779 +58%
Nomura Holdings
83
Nomura Holdings
Japan
$6.7M +$5.81M +201,261 +506%
KJHP
84
K.J. Harrison & Partners
Ontario, Canada
$6.65M -$373K -12,900 -5%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$6.58M +$56.3K +1,949 +0.8%
Charles Schwab
86
Charles Schwab
California
$6.55M +$829K +28,695 +14%
SSA
87
South Street Advisors
New York
$6.47M +$87.5K +3,030 +1%
RJT
88
Raymond James Trust
Florida
$6.34M -$59.2K -2,051 -0.9%
RA
89
Rational Advisors
New York
$6.32M -$2.6M -90,136 -28%
PCM
90
Penn Capital Management
Pennsylvania
$6.24M -$1.07M -37,165 -14%
BJ
91
BlackRock Japan
Japan
$6.19M -$7.71M -267,084 -55%
WFM
92
Wilmington Funds Management
Delaware
$6.16M -$131K -4,522 -2%
RFC
93
Russell Frank Company
Washington
$6.1M +$1.56M +54,156 +33%
T. Rowe Price Associates
94
T. Rowe Price Associates
Maryland
$5.64M +$113K +3,900 +2%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$5.56M +$1.81M +62,502 +45%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$5.43M -$44.2K -1,529 -0.8%
TPSF
97
Texas Permanent School Fund
Texas
$5.43M +$151K +5,214 +3%
LMGAM
98
Liberty Mutual Group Asset Management
Massachusetts
$5.32M -$358K -12,410 -6%
Barclays
99
Barclays
United Kingdom
$5.27M +$640K +22,177 +13%
AllianceBernstein
100
AllianceBernstein
Tennessee
$5.26M +$628K +21,753 +13%

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.