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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
FAAS
201
First Allied Advisory Services
California
$959K -$42.8K -1,281 -4%
SBH
202
Segall Bryant & Hamill
Illinois
$954K +$195K +5,850 +26%
Canada Life
203
Canada Life
Manitoba, Canada
$940K -$230K -6,880 -20%
LS
204
Livforsakringsbolaget Skandia
Sweden
$926K – – –
BA
205
BlackRock Advisors
Delaware
$912K – – –
FA
206
FDx Advisors
Illinois
$898K +$89.4K +2,679 +11%
BUB
207
BBVA USA Bancshares
Texas
$884K +$113K +3,389 +15%
SAM
208
Securian Asset Management
Minnesota
$882K -$25.9K -776 -3%
JIM
209
Jupiter Investment Management
United Kingdom
$877K +$866K +25,950 New
COPPSERS
210
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$876K -$1.64K -49 -0.2%
SB
211
Suntrust Banks
Georgia
$832K -$778K -23,302 -49%
HCM
212
Highbridge Capital Management
New York
$799K +$788K +23,609 New
JIP
213
Jaffetilchin Investment Partners
Florida
$788K +$298K +8,924 +62%
VFA
214
Virtus Fund Advisers
Connecticut
$788K +$778K +23,310 New
HK
215
Horizon Kinetics
New York
$786K +$52.7K +1,580 +7%
OA
216
OFI Advisors
Pennsylvania
$786K +$122K +3,663 +19%
EFS
217
Essex Financial Services
Connecticut
$765K – – –
TRCT
218
Tower Research Capital (TRC)
New York
$754K +$696K +20,850 +1,454%
M&T Bank
219
M&T Bank
New York
$722K +$36.9K +1,105 +5%
Nomura Asset Management
220
Nomura Asset Management
Japan
$712K – – –
ST
221
Sabal Trust
Florida
$699K – – –
FM
222
Forward Management
California
$656K +$29.9K +897 +5%
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$656K +$325K +9,743 +101%
SAG
224
Sterne Agee Group
Alabama
$652K +$13.6K +408 +2%
OI
225
Oakbrook Investments
Illinois
$644K -$25K -750 -4%
7 8
9
10 11

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.