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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
BFEC
301
Benjamin F. Edwards & Company
Missouri
$35K +$2.76K +75 +9%
CTC
302
Central Trust Company
Missouri
$33K -$4.16K -113 -12%
GWM
303
Geneos Wealth Management
Colorado
$29K +$811 +22 +3%
FANJ
304
Financial Architects (New Jersey)
New Jersey
$28K – – –
PCP
305
Proficio Capital Partners
Massachusetts
$26K – – –
WCBA
306
Weaver C. Barksdale & Associates
Tennessee
$26K +$258 +7 +1%
CAW
307
Cornerstone Advisors (Washington)
Washington
$26K +$13.7K +372 +124%
TCIM
308
TIAA CREF Investment Management
New York
$25.8K +$2.48M +67,341 +11%
QCG
309
Quadrant Capital Group
Ohio
$23K -$332 -9 -1%
SAMC
310
Shinko Asset Management Company
Japan
$23K – – –
WIC
311
Woodmont Investment Counsel
Tennessee
$23K +$22.1K +600 New
MFS
312
MSI Financial Services
Massachusetts
$21K -$7.44K -202 -27%
AssetMark Inc
313
AssetMark Inc
California
$20K – – –
Bessemer Group
314
Bessemer Group
New Jersey
$20K +$18.9K +512 New
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$19K -$16.6K -450 -49%
PFBT
316
Parkside Financial Bank & Trust
Missouri
$16K -$258 -7 -2%
TC
317
Trust Company
Kansas
$15K – – –
CG
318
Cutler Group
California
$13K -$4.13K -112 -24%
GAM
319
Gemmer Asset Management
California
$13K – – –
GT
320
Glenmede Trust
Pennsylvania
$13K – – –
FPFS
321
First Personal Financial Services
North Carolina
$12K – – –
ASN
322
Advisory Services Network
Georgia
$10K +$6.34K +172 +223%
VOYA Investment Management
323
VOYA Investment Management
Georgia
$5.4K +$64.5K +1,749 +1%
PFSC
324
Peoples Financial Services Corp
Pennsylvania
$5K – – –
HR
325
Howe & Rusling
New York
$5K +$405 +11 +10%
11 12
13
14 15

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.