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Raymond James Financial

395 hedge funds and large institutions have $6.84B invested in Raymond James Financial in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $3.71M

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $5.69B → $6.84B (+$1.15B)

18% more funds holding

Funds holding: 335395 (+60)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.17% more ownership

Funds ownership: 104.2%104.37% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 133

Holders
395
Holders Change
+60
Holders Change %
+17.91%
% of All Funds
9.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
87
Increased
126
Reduced
133
Closed
22
Calls
$41.1M
Puts
$3.71M
Net Calls
+$37.3M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$315K
CFA
302
Carroll Financial Associates
North Carolina
$311K
TCM
303
Teza Capital Management
Illinois
$299K +$286K +6,465 New
JMPWA
304
JP Morgan Private Wealth Advisors
California
$279K -$59.4K -1,344 -18%
TAM
305
Tyers Asset Management
Texas
$268K +$257K +5,808 New
CB
306
Commerce Bank
Missouri
$262K
PPCM
307
Pillar Pacific Capital Management
California
$260K
AMCA
308
Arthur M. Cohen & Associates
Illinois
$257K +$245K +5,550 New
EMG
309
Ellington Management Group
Connecticut
$256K -$199K -4,500 -45%
DCM
310
Dynamic Capital Management
Jersey
$253K +$242K +5,483 New
Nordea Investment Management
311
Nordea Investment Management
Sweden
$252K +$76.7K +1,735 +47%
WJA
312
Williams Jones & Associates
New York
$251K
Creative Planning
313
Creative Planning
Kansas
$240K +$9.15K +207 +4%
VNA
314
Valley National Advisers
Pennsylvania
$240K +$230K +5,198 New
S
315
SignatureFD
Georgia
$237K +$177 +4 +0.1%
TMAM
316
Tokio Marine Asset Management
Japan
$236K -$95.6K -2,163 -30%
P
317
Pitcairn
Pennsylvania
$234K -$4.82K -109 -2%
IIC
318
Integrated Investment Consultants
Michigan
$230K -$575 -13 -0.3%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$229K
SS
320
Simplicity Solutions
Minnesota
$225K +$216K +4,881 New
EOJOAM
321
E. Ohman J:or Asset Management
Sweden
$222K
BCA
322
Bray Capital Advisors
Florida
$218K -$43.8K -990 -17%
FA
323
FDx Advisors
Illinois
$217K +$208K +4,709 New
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$214K
MSV
325
MN Services Vermogensbeheer
Netherlands
$211K

RJF Hedge Fund Activity: Q4 2016 in Review

395 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2016, worth a combined $6.84B — up 20% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RJF positions and 22 closed out — a net gain of 65 holders — while 126 added to existing stakes and 133 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $72.5M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 395 institutional investors held Raymond James Financial (RJF) as of Q4 2016, up from 335 in Q3 2016.
  • Funds reported $6.84B of Raymond James Financial stock for Q4 2016, up 20% quarter-over-quarter.
  • 87 funds opened new Raymond James Financial positions in Q4 2016 and 22 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2016 was Lord, Abbett & Co, an estimated $72.5M added.
  • The largest Raymond James Financial seller in Q4 2016 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.