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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
SGCIA
151
Smith Graham & Co Investment Advisors
Texas
$1.9M -$20K -600 -1%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$1.89M +$35K +1,050 +2%
JHIU
153
Janus Henderson Investors US
Colorado
$1.85M +$1.15M +34,350 +168%
ARC
154
Absolute Return Capital
Massachusetts
$1.84M +$1.82M +54,533 New
PI
155
Placemark Investments
Illinois
$1.84M -$132K -3,945 -7%
HI
156
HBK Investments
Texas
$1.82M +$1.79M +53,700 New
AIP
157
Ameritas Investment Partners
Nebraska
$1.81M -$20.7K -620 -1%
BA
158
Boston Advisors
Massachusetts
$1.78M -$17.5K -523 -1%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$1.74M -$258K -7,734 -13%
MERSOM
160
Municipal Employees' Retirement System of Michigan
Michigan
$1.74M – – –
WPC
161
White Pine Capital
Minnesota
$1.7M -$37.6K -1,125 -2%
LSERS
162
Louisiana State Employees Retirement System
Louisiana
$1.69M +$5.01K +150 +0.3%
Stifel Financial
163
Stifel Financial
Missouri
$1.66M +$1.45M +43,408 +782%
ACI
164
AMP Capital Investors
Australia
$1.64M – – –
IRF
165
IBM Retirement Fund
New York
$1.61M +$21K +629 +1%
FMT
166
First Mercantile Trust
Tennessee
$1.57M – – –
ACI
167
Advance Capital I
Michigan
$1.56M +$1.54M +46,050 New
PAM
168
Panagora Asset Management
Massachusetts
$1.55M -$42.8K -1,281 -3%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$1.48M -$44K -1,317 -3%
Axa
170
Axa
France
$1.48M -$6.78M -203,100 -82%
First Trust Advisors
171
First Trust Advisors
Illinois
$1.47M -$248K -7,425 -15%
Citigroup
172
Citigroup
New York
$1.45M +$1.02M +30,462 +246%
AAM
173
Aston Asset Management
Illinois
$1.4M +$92.3K +2,766 +7%
CCG
174
Chatham Capital Group
Georgia
$1.39M – – –
AG
175
Aperio Group
California
$1.37M +$51K +1,528 +4%
5 6
7
8 9

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.