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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
Asset Management One
201
Asset Management One
Japan
$770K -$1.55M -53,773 -66%
SAM
202
Securian Asset Management
Minnesota
$764K +$57.9K +2,004 +8%
NG
203
NatWest Group
United Kingdom
$762K +$580K +20,082 +274%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$728K +$59.4K +2,056 +9%
CB
205
Chemical Bank
Michigan
$727K +$57.2K +1,980 +8%
COI
206
Connable Office Inc
Michigan
$718K -$53.7K -1,860 -7%
OI
207
Oakbrook Investments
Illinois
$690K -$91K -3,150 -11%
BA
208
BlackRock Advisors
Delaware
$688K +$42.5K +1,470 +6%
Credit Agricole
209
Credit Agricole
France
$683K +$710K +24,600 New
Canada Life
210
Canada Life
Manitoba, Canada
$648K +$675K +23,364 New
HNB
211
Huntington National Bank
Ohio
$641K -$154K -5,323 -19%
NI
212
Numeric Investors
Massachusetts
$621K -$99.6K -3,450 -13%
SMDAM
213
Sumitomo Mitsui DS Asset Management
Japan
$613K -$1.21K -42 -0.2%
WAM
214
World Asset Management
Michigan
$595K -$30.9K -1,071 -5%
Nomura Asset Management
215
Nomura Asset Management
Japan
$577K
BUB
216
BBVA USA Bancshares
Texas
$576K +$4.59K +159 +0.8%
ACI
217
Advance Capital I
Michigan
$563K -$30.3K -1,050 -5%
PP
218
Paloma Partners
Connecticut
$531K +$552K +19,101 New
HIMCH
219
Hartford Investment Management Co (HIMCO)
Connecticut
$529K -$57.2K -1,981 -9%
SCM
220
Shelton Capital Management
Colorado
$524K
JWM
221
Jacobus Wealth Management
Wisconsin
$500K
OA
222
OFI Advisors
Pennsylvania
$490K +$48K +1,662 +10%
FCBT
223
First Citizens Bank & Trust
North Carolina
$489K +$43.1K +1,494 +9%
RFC
224
Regions Financial Corp
Alabama
$484K +$208K +7,205 +71%
CG
225
Clinton Group
New York
$462K -$79K -2,735 -14%

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.