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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
Jacobs Levy Equity Management
176
Jacobs Levy Equity Management
New Jersey
$1.07M -$351K -12,150 -24%
U
177
UBS
Switzerland
$1.05M +$417K +14,435 +62%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$995K
PI
179
Placemark Investments
Illinois
$994K -$210K -7,275 -17%
ACI
180
AMP Capital Investors
Australia
$924K -$37.3K -1,290 -4%
CC
181
Curian Capital
Colorado
$922K +$156K +5,388 +19%
ST
182
Sabal Trust
Florida
$917K -$234K -8,100 -20%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$917K -$57.4K -1,989 -6%
PG
184
PEAK6 Group
Illinois
$916K +$1.49M +51,466 +357%
AG
185
Aperio Group
California
$910K +$23.4K +810 +3%
URS
186
Utah Retirement Systems
Utah
$902K -$8.66K -300 -0.9%
NCM
187
Noesis Capital Mangement
Florida
$897K -$49K -1,695 -5%
MIU
188
Man Investments (UK)
United Kingdom
$891K -$470K -16,281 -34%
PA
189
Profund Advisors
Maryland
$889K +$340K +11,776 +58%
SB
190
Suntrust Banks
Georgia
$866K +$59.2K +2,051 +7%
HT
191
HAP Trading
New York
$866K +$901K +31,187 New
WCM
192
Winton Capital Management
United Kingdom
$863K -$456K -15,792 -34%
CNB
193
City National Bank
California
$847K -$106K -3,674 -11%
AAM
194
Advisors Asset Management
Colorado
$841K +$231K +7,994 +36%
NCCM
195
Nine Chapters Capital Management
New Jersey
$817K +$849K +29,400 New
AAM
196
Aston Asset Management
Illinois
$810K +$842K +29,141 New
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
$805K -$625K -21,625 -43%
HI
198
HBK Investments
Texas
$792K +$823K +28,500 New
CAM
199
Capstone Asset Management
Texas
$775K +$23.4K +810 +3%
MERSOM
200
Municipal Employees' Retirement System of Michigan
Michigan
$775K +$806K +27,900 New

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.