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Raymond James Financial

348 hedge funds and large institutions have $6.12B invested in Raymond James Financial in 2015 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $4.35M

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more capital invested

Capital invested by funds: $5.73B → $6.12B (+$391M)

2% more funds holding

Funds holding: 342348 (+6)

1.28% more ownership

Funds ownership: 106.12%107.4% (+1.3%)

4% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 130

Holders
348
Holders Change
+6
Holders Change %
+1.75%
% of All Funds
9.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
37
Increased
125
Reduced
130
Closed
27
Calls
$18.6M
Puts
$4.35M
Net Calls
+$14.3M
Net Calls Change
+$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$511M +$18M +463,482 +4%
Boston Partners
2
Boston Partners
Massachusetts
$364M +$44.8M +1,153,263 +14%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$348M +$20.6M +531,185 +6%
Goldman Sachs
4
Goldman Sachs
New York
$320M +$93.4M +2,403,729 +43%
Wells Fargo
5
Wells Fargo
California
$272M +$63.6M +1,637,468 +31%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$267M -$14M -360,581 -5%
BFA
7
BlackRock Fund Advisors
California
$259M +$16.4M +421,506 +7%
FCM
8
Frontier Capital Management
Massachusetts
$249M -$847K -21,801 -0.3%
State Street
9
State Street
Massachusetts
$227M -$13.8M -356,083 -6%
BIT
10
BlackRock Institutional Trust
California
$220M +$188K +4,845 +0.1%
FC
11
Fairpointe Capital
Illinois
$195M -$7.14M -183,612 -4%
EARNEST Partners
12
EARNEST Partners
Georgia
$176M -$5.45M -140,221 -3%
SFM
13
Systematic Financial Management
New Jersey
$115M -$57.8M -1,487,139 -34%
PIM
14
Perkins Investment Management
Illinois
$112M -$6.17M -158,820 -5%
Northern Trust
15
Northern Trust
Illinois
$104M -$1.73M -44,404 -2%
Fisher Asset Management
16
Fisher Asset Management
Washington
$96.3M +$1.83M +47,015 +2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$89.1M -$19M -488,351 -18%
Ameriprise
18
Ameriprise
Minnesota
$86M -$12.5M -322,225 -13%
HA
19
Harfst & Associates
Wyoming
$75.5M +$73.9M +1,901,184 New
Norges Bank
20
Norges Bank
Norway
$61.2M +$1M +25,809 +2%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$61.1M -$3.87M -99,547 -6%
NFA
22
Nationwide Fund Advisors
Ohio
$58.9M +$4.12M +106,047 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$51.2M +$4.52M +116,295 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$50.9M -$42.5M -1,093,832 -46%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$48M +$11.1M +285,587 +31%

RJF Hedge Fund Activity: Q2 2015 in Review

348 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2015, worth a combined $6.12B — up 6.8% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RJF positions and 27 closed out — a net gain of 10 holders — while 125 added to existing stakes and 130 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $93.4M. The largest seller was Systematic Financial Management, cutting an estimated $57.8M.

  • 348 institutional investors held Raymond James Financial (RJF) as of Q2 2015, up from 342 in Q1 2015.
  • Funds reported $6.12B of Raymond James Financial stock for Q2 2015, up 6.8% quarter-over-quarter.
  • 37 funds opened new Raymond James Financial positions in Q2 2015 and 27 closed out, a net change of +10 holders.
  • The largest Raymond James Financial buyer in Q2 2015 was Goldman Sachs, an estimated $93.4M added.
  • The largest Raymond James Financial seller in Q2 2015 was Systematic Financial Management, an estimated $57.8M sold.

Based on aggregated 13F filings for Q2 2015.