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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
SG Americas Securities
101
SG Americas Securities
New York
$5.24M +$4.88M +168,832 +853%
BC
102
Burney Company
Virginia
$5.11M -$305K -10,556 -5%
Morgan Stanley
103
Morgan Stanley
New York
$4.53M -$203K -7,024 -4%
SCM
104
Stevens Capital Management
Pennsylvania
$4.27M +$3.04M +105,280 +217%
AC
105
Ascend Capital
California
$4.2M -$1.3M -45,033 -23%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$4.18M +$394K +13,635 +10%
ASRS
107
Arizona State Retirement System
Arizona
$4.03M +$429K +14,850 +11%
SAM
108
Sentinel Asset Management
Vermont
$3.99M +$44.6K +1,545 +1%
BF
109
BOK Financial
Oklahoma
$3.96M +$35.6K +1,231 +0.9%
PPA
110
Parametric Portfolio Associates
Washington
$3.79M -$128K -4,420 -3%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.78M +$614K +21,267 +19%
Two Sigma Investments
112
Two Sigma Investments
New York
$3.67M +$3.81M +131,958 New
WSFS
113
Wilmington Savings Fund Society
Delaware
$3.62M +$160K +5,544 +4%
ARC
114
Absolute Return Capital
Massachusetts
$3.62M -$3.77M -130,656 -50%
Federated Hermes
115
Federated Hermes
Pennsylvania
$3.38M +$740K +25,623 +27%
MOACM
116
Mutual of America Capital Management
New York
$3.15M +$377K +13,061 +13%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$3.04M
AAM
118
Archipel Asset Management
Sweden
$2.93M -$3.49M -120,941 -53%
SC
119
Skylands Capital
Wisconsin
$2.85M +$139K +4,800 +5%
TBA
120
Tower Bridge Advisors
Pennsylvania
$2.79M +$60.6K +2,100 +2%
PWM
121
Patriot Wealth Management
Texas
$2.71M +$2.81M +97,422 New
PI
122
PineBridge Investments
New York
$2.7M -$3.57M -123,540 -56%
Invesco
123
Invesco
Georgia
$2.65M +$755K +26,130 +38%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$2.5M +$2.6M +90,000 New
CAM
125
Cortina Asset Management
Wisconsin
$2.48M -$227K -7,877 -8%

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.