We are live on ! Find out more
RJF icon

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
MFS
301
MSI Financial Services
Massachusetts
$24K -$1.38K -45 -6%
GWM
302
Geneos Wealth Management
Colorado
$23K +$22.8K +743 New
WIC
303
Woodmont Investment Counsel
Tennessee
$22K
MFT
304
Moisand Fitzgerald Tamayo
Florida
$21K
WCBA
305
Weaver C. Barksdale & Associates
Tennessee
$21K +$3.04K +99 +18%
SAMC
306
Shinko Asset Management Company
Japan
$19K
QCG
307
Quadrant Capital Group
Ohio
$17K -$2.98K -97 -14%
PFBT
308
Parkside Financial Bank & Trust
Missouri
$13K
TC
309
Trust Company
Kansas
$12K
CAW
310
Cornerstone Advisors (Washington)
Washington
$10K -$3.04K -99 -25%
FM
311
Forward Management
California
$10K
GAM
312
Gemmer Asset Management
California
$10K
SF
313
Synovus Financial
Georgia
$7K
LJHT
314
Laurie J. Hall Trustee
$6K +$5.07K +165 New
GT
315
Glenmede Trust
Pennsylvania
$5K +$1.17K +38 +26%
HR
316
Howe & Rusling
New York
$4K -$6.45K -210 -65%
PCP
317
Proficio Capital Partners
Massachusetts
$4K -$1.01K -33 -22%
PFSC
318
Peoples Financial Services Corp
Pennsylvania
$4K
Bessemer Group
319
Bessemer Group
New Jersey
$4K +$3.96K +129 New
N
320
Nuveen
North Carolina
$3.83K -$493K -16,053 -12%
SSB
321
Sandy Spring Bank
Maryland
$3K
SI
322
Sentry Investments
Ontario, Canada
$2.67K -$184K -6,000 -7%
ASN
323
Advisory Services Network
Georgia
$2K
IWMPD
324
Integrated Wealth Management (Palm Desert)
California
$1K
QI
325
QS Investors
New York
$1K

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.