We are live on ! Find out more
RJF icon

Raymond James Financial
RJF

342 hedge funds and large institutions have $5.73B invested in Raymond James Financial in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 144 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $8.23M

13% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 128

1.26% more ownership

Funds ownership: 104.85% → 106.12% (+1.3%)

1% more capital invested

Capital invested by funds: $5.67B → $5.73B (+$55M)

3% less funds holding

Funds holding: 352 → 342 (-10)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
342
Holders Change
-10
Holders Change %
-2.84%
% of All Funds
9.12%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
25
Increased
144
Reduced
128
Closed
30
Calls
$18.7M
Puts
$8.23M
Net Calls
+$10.5M
Net Calls Change
+$4.69M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$41.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$36.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$29.5M
5
Goldman Sachs
Goldman Sachs
New York
+$29.3M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$56.8M
2
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$16.7M
3
EARNEST Partners
EARNEST Partners
Georgia
-$15.2M
4
Renaissance Technologies
Renaissance Technologies
New York
-$13M
5
SIM
Stelliam Investment Management
New York
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$469M +$29.5M +788,530 +7%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$312M +$30.2M +807,505 +11%
Boston Partners
3
Boston Partners
Massachusetts
$304M +$41.7M +1,115,113 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$268M -$4.48M -119,899 -2%
FCM
5
Frontier Capital Management
Massachusetts
$238M -$600K -16,065 -0.3%
BFA
6
BlackRock Fund Advisors
California
$231M +$9.19M +246,142 +4%
State Street
7
State Street
Massachusetts
$230M +$7.69M +205,935 +4%
Goldman Sachs
8
Goldman Sachs
New York
$214M +$29.3M +784,134 +16%
BIT
9
BlackRock Institutional Trust
California
$209M +$12.6M +337,556 +7%
Wells Fargo
10
Wells Fargo
California
$197M +$19.9M +533,791 +11%
FC
11
Fairpointe Capital
Illinois
$192M -$1.4M -37,377 -0.7%
EARNEST Partners
12
EARNEST Partners
Georgia
$173M -$15.2M -406,389 -8%
SFM
13
Systematic Financial Management
New Jersey
$166M -$56.8M -1,521,130 -26%
PIM
14
Perkins Investment Management
Illinois
$113M +$21.2M +567,663 +23%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$103M +$6.9M +184,830 +7%
Northern Trust
16
Northern Trust
Illinois
$100M -$1.74M -46,511 -2%
Ameriprise
17
Ameriprise
Minnesota
$94.1M +$761K +20,359 +0.8%
Fisher Asset Management
18
Fisher Asset Management
Washington
$90M -$766K -20,498 -0.9%
Citadel Advisors
19
Citadel Advisors
Florida
$89.9M +$36.4M +973,737 +70%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$62M -$317K -8,477 -0.5%
SIM
21
Stelliam Investment Management
New York
$57.5M -$10.8M -288,750 -16%
Norges Bank
22
Norges Bank
Norway
$57.3M -$4.8M -128,412 -8%
NFA
23
Nationwide Fund Advisors
Ohio
$52.1M +$6.47M +173,160 +14%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$45.4M – – –
MAA
25
Managed Account Advisors
New Jersey
$45.2M +$1.56M +41,702 +4%
1
2 3 4 5

RJF Hedge Fund Activity: Q1 2015 in Review

342 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2015, worth a combined $5.73B — up 0.97% from $5.67B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of RJF and 25 opened new positions — a net loss of 5 holders — while 128 trimmed existing stakes and 144 added.

The largest buyer was Boston Partners, adding an estimated $41.7M. The largest seller was Systematic Financial Management, cutting an estimated $56.8M.

  • 342 institutional investors held Raymond James Financial (RJF) as of Q1 2015, down from 352 in Q4 2014.
  • Funds reported $5.73B of Raymond James Financial stock for Q1 2015, up 0.97% quarter-over-quarter.
  • 25 funds opened new Raymond James Financial positions in Q1 2015 and 30 closed out, a net change of -5 holders.
  • The largest Raymond James Financial buyer in Q1 2015 was Boston Partners, an estimated $41.7M added.
  • The largest Raymond James Financial seller in Q1 2015 was Systematic Financial Management, an estimated $56.8M sold.

Based on aggregated 13F filings for Q1 2015.