We are live on ! Find out more
RJF icon

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
PI
126
Putnam Investments
Massachusetts
$3.22M – – –
SOMRS
127
State of Michigan Retirement System
Michigan
$2.97M +$10K +300 +0.3%
MFIMFI
128
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.96M – – –
SG Americas Securities
129
SG Americas Securities
New York
$2.92M +$1.39M +41,634 +93%
Bank of America
130
Bank of America
North Carolina
$2.8M -$3.51M -105,263 -56%
US Bancorp
131
US Bancorp
Minnesota
$2.77M +$7.14K +214 +0.3%
CNB
132
City National Bank
California
$2.77M +$1.25M +37,441 +84%
NIS
133
National Investment Services
Wisconsin
$2.76M – – –
SC
134
Skylands Capital
Wisconsin
$2.68M – – –
CAM
135
Cortina Asset Management
Wisconsin
$2.65M +$22.3K +669 +0.9%
Legal & General Group
136
Legal & General Group
United Kingdom
$2.6M +$577K +17,284 +29%
Invesco
137
Invesco
Georgia
$2.59M -$430K -12,880 -14%
Barclays
138
Barclays
United Kingdom
$2.58M -$3.84M -115,161 -60%
Adage Capital Partners
139
Adage Capital Partners
Massachusetts
$2.54M +$2.5M +75,000 New
MSA
140
Mason Street Advisors
Wisconsin
$2.45M -$54.9K -1,644 -2%
SI
141
Sentry Investments
Ontario, Canada
$2.38M – – –
Luther King Capital Management (LKCM)
142
Luther King Capital Management (LKCM)
Texas
$2.35M -$297K -8,887 -11%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$2.3M +$42.9K +1,286 +2%
GH
144
GAM Holding
Switzerland
$2.24M – – –
FAF
145
Fjarde Ap-fonden
Sweden
$2.21M – – –
Franklin Resources
146
Franklin Resources
California
$2.15M +$110K +3,300 +5%
BFA
147
Bragg Financial Advisors
North Carolina
$2.1M -$20K -600 -1%
AAM
148
Advisors Asset Management
Colorado
$2.06M +$536K +16,065 +36%
HighTower Advisors
149
HighTower Advisors
Illinois
$1.98M +$379K +11,361 +24%
GIBU
150
Gulf International Bank (UK)
United Kingdom
$1.95M +$100K +3,000 +5%
4 5
6
7 8

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.