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Raymond James Financial

343 hedge funds and large institutions have $4.98B invested in Raymond James Financial in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

13% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $17.7M

4% more funds holding

Funds holding: 329343 (+14)

4% more capital invested

Capital invested by funds: $4.77B → $4.98B (+$209M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.32% less ownership

Funds ownership: 107.41%107.09% (-0.32%)

Holders
343
Holders Change
+14
Holders Change %
+4.26%
% of All Funds
9.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
41
Increased
131
Reduced
115
Closed
26
Calls
$20.1M
Puts
$17.7M
Net Calls
+$2.31M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Sutton Wealth Advisors
Florida
$38.2K
PG
302
PEAK6 Group
Illinois
$35K +$36.3K +1,062 New
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$34K -$410 -12 -1%
CTC
304
Central Trust Company
Missouri
$31K -$32K -937 -50%
JSAM
305
J. Safra Asset Management
New York
$31K +$32.7K +956 New
AIM
306
Acrospire Investment Management
Illinois
$30K -$56.4K -1,650 -65%
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$30K
BFEC
308
Benjamin F. Edwards & Company
Missouri
$27K -$35.9K -1,050 -56%
AIM
309
Arcadia Investment Management
Michigan
$27K +$28K +818 New
MFS
310
MSI Financial Services
Massachusetts
$25K -$68 -2 -0.3%
GWM
311
Geneos Wealth Management
Colorado
$24K
PCP
312
Proficio Capital Partners
Massachusetts
$24K +$18.8K +551 +483%
FANJ
313
Financial Architects (New Jersey)
New Jersey
$23K +$24.3K +711 New
WCBA
314
Weaver C. Barksdale & Associates
Tennessee
$22K
SAMC
315
Shinko Asset Management Company
Japan
$20K
QCG
316
Quadrant Capital Group
Ohio
$20K +$2.67K +78 +14%
AssetMark Inc
317
AssetMark Inc
California
$17K -$47.3K -1,383 -72%
CG
318
Cutler Group
California
$15K +$15.8K +462 New
PFBT
319
Parkside Financial Bank & Trust
Missouri
$13K
TC
320
Trust Company
Kansas
$12K
LJHT
321
Laurie J. Hall Trustee
$12K +$6.16K +180 +109%
GAM
322
Gemmer Asset Management
California
$11K -$308 -9 -3%
GT
323
Glenmede Trust
Pennsylvania
$11K +$5.47K +160 +86%
CAW
324
Cornerstone Advisors (Washington)
Washington
$10K
FM
325
Forward Management
California
$10K

RJF Hedge Fund Activity: Q2 2016 in Review

343 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2016, worth a combined $4.98B — up 4.4% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RJF positions and 26 closed out — a net gain of 15 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $78M.

  • 343 institutional investors held Raymond James Financial (RJF) as of Q2 2016, up from 329 in Q1 2016.
  • Funds reported $4.98B of Raymond James Financial stock for Q2 2016, up 4.4% quarter-over-quarter.
  • 41 funds opened new Raymond James Financial positions in Q2 2016 and 26 closed out, a net change of +15 holders.
  • The largest Raymond James Financial buyer in Q2 2016 was Columbia Wanger Asset Management, an estimated $65.1M added.
  • The largest Raymond James Financial seller in Q2 2016 was Goldman Sachs, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2016.