Raymond James Financial
342 hedge funds and large institutions have $5.73B invested in Raymond James Financial in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 144 increasing their positions, 128 reducing their positions, and 30 closing their positions.
127% more call options, than puts
Call options by funds: $18.7M | Put options by funds: $8.23M
13% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 128
1.26% more ownership
Funds ownership: 104.85% → 106.12% (+1.3%)
1% more capital invested
Capital invested by funds: $5.67B → $5.73B (+$55M)
3% less funds holding
Funds holding: 352 → 342 (-10)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$41.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$36.4M |
| 3 |
Bank of New York Mellon
New York
|
+$30.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.5M |
| 5 |
Goldman Sachs
New York
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$56.8M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$16.7M |
| 3 |
EARNEST Partners
Atlanta,
Georgia
|
-$15.2M |
| 4 |
Renaissance Technologies
New York
|
-$13M |
| 5 |
SIM
Stelliam Investment Management
New York
|
-$10.8M |
RJF Hedge Fund Activity: Q1 2015 in Review
342 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2015, worth a combined $5.73B — up 0.97% from $5.67B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of RJF and 25 opened new positions — a net loss of 5 holders — while 128 trimmed existing stakes and 144 added.
The largest buyer was Boston Partners, adding an estimated $41.7M. The largest seller was Systematic Financial Management, cutting an estimated $56.8M.
- 342 institutional investors held Raymond James Financial (RJF) as of Q1 2015, down from 352 in Q4 2014.
- Funds reported $5.73B of Raymond James Financial stock for Q1 2015, up 0.97% quarter-over-quarter.
- 25 funds opened new Raymond James Financial positions in Q1 2015 and 30 closed out, a net change of -5 holders.
- The largest Raymond James Financial buyer in Q1 2015 was Boston Partners, an estimated $41.7M added.
- The largest Raymond James Financial seller in Q1 2015 was Systematic Financial Management, an estimated $56.8M sold.
Based on aggregated 13F filings for Q1 2015.