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Raymond James Financial

511 hedge funds and large institutions have $9.23B invested in Raymond James Financial in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $9.88M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

12% more funds holding

Funds holding: 455511 (+56)

8% more capital invested

Capital invested by funds: $8.57B → $9.23B (+$664M)

1.54% more ownership

Funds ownership: 105.84%107.38% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

Holders
511
Holders Change
+56
Holders Change %
+12.31%
% of All Funds
11.59%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
93
Increased
172
Reduced
169
Closed
34
Calls
$41.2M
Puts
$9.88M
Net Calls
+$31.3M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
276
Cubist Systematic Strategies
Connecticut
$846K +$110K +1,909 +16%
NAM
277
Nissay Asset Management
Japan
$841K +$814K +14,126 New
M&T Bank
278
M&T Bank
New York
$838K -$8.82K -153 -1%
SWMG
279
Signature Wealth Management Group
Georgia
$838K +$811K +14,079 New
LP
280
LMR Partners
United Kingdom
$828K +$132K +2,286 +20%
CRC
281
Curi RMB Capital
Illinois
$821K +$795K +13,794 New
SFS
282
Sowell Financial Services
Arkansas
$810K +$733K +12,729 New
AF
283
AMG Funds
Connecticut
$809K -$24K -416 -3%
AWM
284
Avior Wealth Management
Nebraska
$806K +$780K +13,536 New
FRM
285
Fox Run Management
Connecticut
$797K -$516K -8,958 -40%
SIM
286
Sentry Investment Management
Wisconsin
$793K -$60.5K -1,050 -7%
SB
287
Suntrust Banks
Georgia
$792K -$1.57M -27,201 -67%
ACP
288
Ashfield Capital Partners
California
$777K +$19.6K +340 +3%
HNB
289
Huntington National Bank
Ohio
$771K
GIA
290
Gateway Investment Advisers
Ohio
$761K -$106K -1,847 -13%
BCM
291
Barometer Capital Management
Ontario, Canada
$759K +$735K +12,750 New
KeyBank National Association
292
KeyBank National Association
Ohio
$744K -$107K -1,854 -13%
SFI
293
SPC Financial Inc
Maryland
$741K +$8.64K +150 +1%
WBC
294
Westpac Banking Corp
Australia
$738K
GFP
295
Gryphon Financial Partners
Ohio
$738K +$714K +12,393 New
JMPWA
296
JP Morgan Private Wealth Advisors
California
$726K +$16.4K +284 +2%
AG
297
Advisor Group
Arizona
$710K +$318K +5,525 +86%
KRS
298
Kentucky Retirement Systems
Kentucky
$708K +$4.78K +83 +0.7%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$697K -$17.3K -300 -3%
OMCS
300
Old Mutual Customised Solutions
South Africa
$688K +$225K +3,900 +51%

RJF Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2017, worth a combined $9.23B — up 7.8% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new RJF positions and 34 closed out — a net gain of 59 holders — while 172 added to existing stakes and 169 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $135M. The largest seller was Bank of New York Mellon, cutting an estimated $88.2M.

  • 511 institutional investors held Raymond James Financial (RJF) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $9.23B of Raymond James Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 93 funds opened new Raymond James Financial positions in Q4 2017 and 34 closed out, a net change of +59 holders.
  • The largest Raymond James Financial buyer in Q4 2017 was Viking Global Investors, an estimated $135M added.
  • The largest Raymond James Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $88.2M sold.

Based on aggregated 13F filings for Q4 2017.