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Raymond James Financial

395 hedge funds and large institutions have $6.84B invested in Raymond James Financial in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $3.71M

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $5.69B → $6.84B (+$1.15B)

18% more funds holding

Funds holding: 335395 (+60)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.17% more ownership

Funds ownership: 104.2%104.37% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 133

Holders
395
Holders Change
+60
Holders Change %
+17.91%
% of All Funds
9.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
87
Increased
126
Reduced
133
Closed
22
Calls
$41.1M
Puts
$3.71M
Net Calls
+$37.3M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
251
Ashfield Capital Partners
California
$668K +$639K +14,460 New
SCM
252
Shelton Capital Management
Colorado
$664K +$636K +14,385 New
JIP
253
Jaffetilchin Investment Partners
Florida
$636K +$298K +6,732 +96%
FIM
254
Freedom Investment Management
Connecticut
$633K +$606K +13,701 New
BCM
255
Bayesian Capital Management
New York
$632K +$605K +13,685 New
WIS
256
Wright Investors Service
Connecticut
$624K +$124K +2,805 +26%
CIM
257
Calvert Investment Management
Maryland
$613K -$63.4K -1,434 -10%
CCM
258
Coldstream Capital Management
Washington
$613K +$586K +13,269 New
HCMT
259
Highland Capital Management (Texas)
Texas
$610K -$371K -8,400 -39%
M&T Bank
260
M&T Bank
New York
$596K +$44.5K +1,007 +8%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$582K -$61.3K -1,388 -10%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$581K +$3.67K +83 +0.7%
HNB
263
Huntington National Bank
Ohio
$574K -$7.12K -161 -1%
GHCM
264
Glen Harbor Capital Management
California
$570K +$545K +12,342 New
SBA
265
Seven Bridges Advisors
New York
$564K -$107K -2,421 -17%
SFI
266
SPC Financial Inc
Maryland
$561K -$67.2K -1,521 -11%
SCM
267
Segantii Capital Management
Hong Kong
$541K +$517K +11,700 New
TAF
268
Tredje AP-fonden
Sweden
$535K +$510K +11,541 New
WAM
269
World Asset Management
Michigan
$533K -$35.9K -813 -7%
HFS
270
HL Financial Services
Kentucky
$506K
LPL Financial
271
LPL Financial
California
$500K +$17K +385 +4%
NCM
272
Novare Capital Management
North Carolina
$485K +$9.59K +217 +2%
GL
273
GLG LLC
New York
$481K +$29.3K +662 +7%
KeyBank National Association
274
KeyBank National Association
Ohio
$475K -$19.6K -444 -4%
MCIM
275
Meadow Creek Investment Management
Georgia
$469K +$449K +10,164 New

RJF Hedge Fund Activity: Q4 2016 in Review

395 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2016, worth a combined $6.84B — up 20% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RJF positions and 22 closed out — a net gain of 65 holders — while 126 added to existing stakes and 133 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $72.5M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 395 institutional investors held Raymond James Financial (RJF) as of Q4 2016, up from 335 in Q3 2016.
  • Funds reported $6.84B of Raymond James Financial stock for Q4 2016, up 20% quarter-over-quarter.
  • 87 funds opened new Raymond James Financial positions in Q4 2016 and 22 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2016 was Lord, Abbett & Co, an estimated $72.5M added.
  • The largest Raymond James Financial seller in Q4 2016 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.