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Raymond James Financial
RJF

335 hedge funds and large institutions have $5.69B invested in Raymond James Financial in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $3.79M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

14% more capital invested

Capital invested by funds: $4.98B → $5.69B (+$711M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 343 → 335 (-8)

2.89% less ownership

Funds ownership: 107.09% → 104.2% (-2.9%)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
335
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.94%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
36
Increased
110
Reduced
139
Closed
38
Calls
$23.1M
Puts
$3.79M
Net Calls
+$19.3M
Net Calls Change
+$17M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$39M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$15.8M
3
Boston Partners
Boston Partners
Massachusetts
+$14.8M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$14.5M
5
BFA
BlackRock Fund Advisors
California
+$14M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.3M
2
SIM
Stelliam Investment Management
New York
-$43.8M
3
FCM
Frontier Capital Management
Massachusetts
-$29.2M
4
Macquarie Group
Macquarie Group
Australia
-$21.9M
5
Goldman Sachs
Goldman Sachs
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMA
251
FNY Managed Accounts
New York
$291K +$177K +4,800 +178%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$287K -$23.9K -648 -8%
BCP
253
Blue Chip Partners
Michigan
$285K +$995 +27 +0.4%
TMAM
254
Tokio Marine Asset Management
Japan
$282K -$62K -1,682 -19%
SFM
255
Systematic Financial Management
New Jersey
$281K +$1.03K +28 +0.4%
JIP
256
Jaffetilchin Investment Partners
Florida
$273K -$129K -3,514 -33%
FMT
257
First Mercantile Trust
Tennessee
$272K -$827K -22,434 -76%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$265K – – –
CFA
259
Carroll Financial Associates
North Carolina
$261K – – –
PP
260
Paloma Partners
Connecticut
$246K -$12.4K -336 -5%
OMCS
261
Old Mutual Customised Solutions
South Africa
$244K – – –
BCA
262
Bray Capital Advisors
Florida
$222K -$233K -6,311 -52%
CB
263
Commerce Bank
Missouri
$220K +$209K +5,675 New
PPCM
264
Pillar Pacific Capital Management
California
$218K +$207K +5,625 New
William Blair & Company
265
William Blair & Company
Illinois
$213K +$202K +5,481 New
WJA
266
Williams Jones & Associates
New York
$211K +$200K +5,438 New
GAM
267
Guinness Asset Management
United Kingdom
$203K -$33.2K -900 -15%
P
268
Pitcairn
Pennsylvania
$201K +$191K +5,172 New
JFA
269
JNBA Financial Advisors
Minnesota
$199K +$189K +5,135 New
S
270
SignatureFD
Georgia
$199K +$189K +5,135 New
Creative Planning
271
Creative Planning
Kansas
$194K -$2.65K -72 -1%
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$192K +$16.6K +450 +10%
IIC
273
Integrated Investment Consultants
Michigan
$191K -$1.88K -51 -1%
MSV
274
MN Services Vermogensbeheer
Netherlands
$187K – – –
EOJOAM
275
E. Ohman J:or Asset Management
Sweden
$186K – – –
9 10
11
12 13

RJF Hedge Fund Activity: Q3 2016 in Review

335 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2016, worth a combined $5.69B — up 14% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RJF and 36 opened new positions — a net loss of 2 holders — while 139 trimmed existing stakes and 110 added.

The largest buyer was JP Morgan Chase, adding an estimated $39M. The largest seller was Fidelity Investments, cutting an estimated $85.3M.

  • 335 institutional investors held Raymond James Financial (RJF) as of Q3 2016, down from 343 in Q2 2016.
  • Funds reported $5.69B of Raymond James Financial stock for Q3 2016, up 14% quarter-over-quarter.
  • 36 funds opened new Raymond James Financial positions in Q3 2016 and 38 closed out, a net change of -2 holders.
  • The largest Raymond James Financial buyer in Q3 2016 was JP Morgan Chase, an estimated $39M added.
  • The largest Raymond James Financial seller in Q3 2016 was Fidelity Investments, an estimated $85.3M sold.

Based on aggregated 13F filings for Q3 2016.