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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
OI
251
Oakbrook Investments
Illinois
$271K +$262K +8,550 New
SC
252
Saturna Capital
Washington
$265K
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$262K -$2.32M -75,714 -90%
GAM
254
Guinness Asset Management
United Kingdom
$261K
BNP Paribas Asset Management
255
BNP Paribas Asset Management
France
$249K +$80.5K +2,624 +50%
SBA
256
Seven Bridges Advisors
New York
$245K +$237K +7,734 New
YMRC
257
Yorktown Management & Research Company
Virginia
$238K
BCP
258
Blue Chip Partners
Michigan
$231K +$11.5K +376 +5%
Two Sigma Advisers
259
Two Sigma Advisers
New York
$231K +$224K +7,290 New
HFS
260
HL Financial Services
Kentucky
$229K
AWCI
261
Alpine Woods Capital Investors
New York
$224K
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$216K +$5.25K +171 +3%
CFA
263
Carroll Financial Associates
North Carolina
$214K
OMCS
264
Old Mutual Customised Solutions
South Africa
$200K
GH
265
GAM Holding
Switzerland
$198K -$1.92M -62,700 -91%
IPC
266
Independent Portfolio Consultants
Florida
$174K +$26.5K +863 +19%
SFM
267
Systematic Financial Management
New Jersey
$160K -$6.21M -202,164 -98%
Creative Planning
268
Creative Planning
Kansas
$154K +$29.4K +959 +25%
EOJOAM
269
E. Ohman J:or Asset Management
Sweden
$152K
IIC
270
Integrated Investment Consultants
Michigan
$150K +$155K +5,054 New
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$146K +$92.1K +3,000 +183%
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$143K +$13.8K +450 +11%
TRCT
273
Tower Research Capital (TRC)
New York
$136K +$122K +3,987 +1,329%
MSV
274
MN Services Vermogensbeheer
Netherlands
$134K +$148K +4,817 New
WAM
275
Wealthspire Advisors (Maryland)
Maryland
$120K -$2.36K -77 -2%

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.