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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
DekaBank Deutsche Girozentrale
276
DekaBank Deutsche Girozentrale
Germany
$179K – – –
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$166K +$10.1K +274 +7%
AG
278
Advisor Group
Arizona
$159K -$28.9K -783 -16%
RCM
279
Riverhead Capital Management
Delaware
$157K -$2.12M -57,566 -93%
Nordea Investment Management
280
Nordea Investment Management
Sweden
$144K – – –
TG
281
TLP Group
Illinois
$133K +$126K +3,422 New
IPC
282
Independent Portfolio Consultants
Florida
$130K -$5.27K -143 -4%
SO
283
STRS Ohio
Ohio
$120K -$82.6K -2,242 -42%
IA
284
IFP Advisors
Florida
$115K +$26.1K +709 +32%
RS
285
Robeco Schweiz
Switzerland
$113K +$24.9K +675 +29%
EWM
286
Endurance Wealth Management
Rhode Island
$112K – – –
DADC
287
D.A. Davidson & Co
Montana
$102K -$20.1K -546 -17%
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$90K +$1.22K +33 +1%
MAM
289
Meeder Asset Management
Ohio
$79K +$75.8K +2,058 New
CBOA
290
Commonwealth Bank of Australia
Australia
$76K – – –
DRS
291
Deane Retirement Strategies
Louisiana
$66K – – –
Toronto Dominion Bank
292
Toronto Dominion Bank
Ontario, Canada
$64K +$22.1K +601 +57%
NFG
293
Next Financial Group
Texas
$62K -$1.36K -37 -2%
MAM
294
Mizuho Asset Management
Japan
$54K -$61K -1,656 -54%
TDC
295
Thompson Davis & Co
Virginia
$49K – – –
SWA
296
Sutton Wealth Advisors
Florida
$45.1K – – –
NYLT
297
New York Life Trust
New York
$45K +$43K +1,166 New
Parallax Volatility Advisers
298
Parallax Volatility Advisers
California
$44K -$337K -9,148 -89%
JSAM
299
J. Safra Asset Management
New York
$37K – – –
IR
300
Invictus RG
Bermuda
$36K +$34K +923 New
10 11
12
13 14

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.