We are live on ! Find out more
RJF icon

Raymond James Financial

329 hedge funds and large institutions have $4.77B invested in Raymond James Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 119

7% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $15.6M

1.47% less ownership

Funds ownership: 108.88%107.41% (-1.5%)

8% less funds holding

Funds holding: 356329 (-27)

21% less capital invested

Capital invested by funds: $6B → $4.77B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

Holders
329
Holders Change
-27
Holders Change %
-7.58%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
30
Increased
128
Reduced
119
Closed
56
Calls
$14.5M
Puts
$15.6M
Net Calls
-$1.16M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
226
Wright Investors Service
Connecticut
$405K -$47.3K -1,542 -11%
SFI
227
SPC Financial Inc
Maryland
$405K +$13.8K +450 +4%
JMPWA
228
JP Morgan Private Wealth Advisors
California
$398K +$35.8K +1,167 +10%
SMDAM
229
Sumitomo Mitsui DS Asset Management
Japan
$393K +$5.96K +194 +2%
DCM
230
Dynamic Capital Management
Jersey
$390K +$134K +4,362 +55%
KeyBank National Association
231
KeyBank National Association
Ohio
$380K -$4.05K -132 -1%
M&T Bank
232
M&T Bank
New York
$374K -$860K -28,005 -70%
BTS
233
BB&T Securities
Virginia
$371K -$1.3M -42,476 -78%
GA
234
Geneva Advisors
Illinois
$370K
CA
235
Commerzbank Aktiengesellschaft
Germany
$365K -$10.7K -349 -3%
TD Asset Management
236
TD Asset Management
Ontario, Canada
$360K
Citigroup
237
Citigroup
New York
$352K -$31.4M -1,021,737 -99%
FA
238
FDx Advisors
Illinois
$340K -$912K -29,702 -73%
JIP
239
Jaffetilchin Investment Partners
Florida
$334K -$222K -7,231 -41%
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$334K +$178K +5,799 +122%
COI
241
Connable Office Inc
Michigan
$320K
IC
242
IKOS CIF
Cyprus
$320K +$329K +10,716 New
EGM
243
Engineers Gate Manager
New York
$318K +$308K +10,031 New
HighTower Advisors
244
HighTower Advisors
Illinois
$302K -$386K -12,570 -57%
Fiera Capital (Canada)
245
Fiera Capital (Canada)
Quebec, Canada
$300K -$46K -1,500 -14%
BCM
246
BlueCrest Capital Management
Jersey
$300K +$290K +9,453 New
WAM
247
World Asset Management
Michigan
$299K +$12.2K +399 +4%
TMAM
248
Tokio Marine Asset Management
Japan
$284K +$275K +8,960 New
PAM
249
Panagora Asset Management
Massachusetts
$278K -$773K -25,179 -74%
SCM
250
Stevens Capital Management
Pennsylvania
$278K +$269K +8,756 New

RJF Hedge Fund Activity: Q1 2016 in Review

329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2016, worth a combined $4.77B — down 21% from $6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of RJF and 30 opened new positions — a net loss of 26 holders — while 119 trimmed existing stakes and 128 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $116M.

  • 329 institutional investors held Raymond James Financial (RJF) as of Q1 2016, down from 356 in Q4 2015.
  • Funds reported $4.77B of Raymond James Financial stock for Q1 2016, down 21% quarter-over-quarter.
  • 30 funds opened new Raymond James Financial positions in Q1 2016 and 56 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2016 was JP Morgan Chase, an estimated $93.6M added.
  • The largest Raymond James Financial seller in Q1 2016 was Wells Fargo, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2016.