Raymond James Financial
346 hedge funds and large institutions have $5.21B invested in Raymond James Financial in 2014 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 18 closing their positions.
663% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $2.58M
111% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
6% more capital invested
Capital invested by funds: $4.91B → $5.21B (+$299M)
5% more funds holding
Funds holding: 330 → 346 (+16)
0.14% more ownership
Funds ownership: 103% → 103.13% (+0.14%)
5% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$75.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$65.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.7M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$16.5M |
| 5 |
SIM
Stelliam Investment Management
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$70.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$59.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$43.8M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$26.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$18.5M |
RJF Hedge Fund Activity: Q3 2014 in Review
346 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2014, worth a combined $5.21B — up 6.1% from $4.91B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new RJF positions and 18 closed out — a net gain of 20 holders — while 121 added to existing stakes and 128 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $75.5M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $70.9M sold.
- 346 institutional investors held Raymond James Financial (RJF) as of Q3 2014, up from 330 in Q2 2014.
- Funds reported $5.21B of Raymond James Financial stock for Q3 2014, up 6.1% quarter-over-quarter.
- 38 funds opened new Raymond James Financial positions in Q3 2014 and 18 closed out, a net change of +20 holders.
- The largest Raymond James Financial buyer in Q3 2014 was Bank of New York Mellon, an estimated $75.5M added.
- The largest Raymond James Financial seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $70.9M sold.
Based on aggregated 13F filings for Q3 2014.