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Raymond James Financial
RJF

328 hedge funds and large institutions have $5.42B invested in Raymond James Financial in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 135 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $7.31M

27% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 106

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $4.97B → $5.42B (+$454M)

1.46% more ownership

Funds ownership: 102.06% → 103.53% (+1.5%)

1% more funds holding

Funds holding: 325 → 328 (+3)

Holders
328
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
9.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
44
Increased
135
Reduced
106
Closed
35
Calls
$25.3M
Puts
$7.31M
Net Calls
+$18M
Net Calls Change
-$8.64M

Top Buyers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
+$200M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.8M
3
Boston Partners
Boston Partners
Massachusetts
+$33.1M
4
BIT
BlackRock Institutional Trust
California
+$26.1M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
-$128M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$108M
3
AR
Advisory Research
Illinois
-$79.2M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$53.5M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$28.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
201
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$967K -$175 -5 -0%
GMIM
202
General Motors Investment Management
New York
$936K -$253K -7,239 -22%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$906K +$151K +4,314 +22%
WMSA
204
Weiss Multi-Strategy Advisers
New York
$895K +$183K +5,235 +28%
FA
205
FDx Advisors
Illinois
$890K +$501K +14,324 +150%
CBOA
206
Commonwealth Bank of Australia
Australia
$878K +$398K +11,400 +94%
BUB
207
BBVA USA Bancshares
Texas
$848K +$31.1K +889 +4%
EFS
208
Essex Financial Services
Connecticut
$843K – – –
SBH
209
Segall Bryant & Hamill
Illinois
$834K +$782K +22,362 New
HK
210
Horizon Kinetics
New York
$808K +$220K +6,283 +41%
Nomura Asset Management
211
Nomura Asset Management
Japan
$785K – – –
ST
212
Sabal Trust
Florida
$771K – – –
JHIU
213
Janus Henderson Investors US
Colorado
$761K -$3.07M -87,750 -81%
WIS
214
Wright Investors Service
Connecticut
$761K +$247K +7,064 +53%
M&T Bank
215
M&T Bank
New York
$755K -$130K -3,715 -16%
OI
216
Oakbrook Investments
Illinois
$738K -$89.1K -2,550 -11%
OA
217
OFI Advisors
Pennsylvania
$730K +$49.9K +1,428 +8%
SAG
218
Sterne Agee Group
Alabama
$704K +$660K +18,869 New
SCM
219
Shelton Capital Management
Colorado
$703K – – –
CC
220
Cipher Capital
New York
$694K +$651K +18,620 New
FM
221
Forward Management
California
$689K -$7.24K -207 -1%
MIU
222
Man Investments (UK)
United Kingdom
$687K -$1.33M -38,050 -67%
WAM
223
World Asset Management
Michigan
$678K -$70 -2 -0%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$674K -$510K -14,601 -45%
JWM
225
Jacobus Wealth Management
Wisconsin
$671K – – –
7 8
9
10 11

RJF Hedge Fund Activity: Q1 2014 in Review

328 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2014, worth a combined $5.42B — up 9.1% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new RJF positions and 35 closed out — a net gain of 9 holders — while 135 added to existing stakes and 106 trimmed.

The largest buyer was Systematic Financial Management, adding an estimated $200M. The largest seller was Perkins Investment Management, cutting an estimated $128M.

  • 328 institutional investors held Raymond James Financial (RJF) as of Q1 2014, up from 325 in Q4 2013.
  • Funds reported $5.42B of Raymond James Financial stock for Q1 2014, up 9.1% quarter-over-quarter.
  • 44 funds opened new Raymond James Financial positions in Q1 2014 and 35 closed out, a net change of +9 holders.
  • The largest Raymond James Financial buyer in Q1 2014 was Systematic Financial Management, an estimated $200M added.
  • The largest Raymond James Financial seller in Q1 2014 was Perkins Investment Management, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2014.