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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
RCM
301
Riverhead Capital Management
Delaware
$683K -$214K -3,720 -24%
MA
302
MANA Advisors
New York
$679K +$657K +11,406 New
1CM
303
1492 Capital Management
Wisconsin
$673K -$5.19K -90 -0.8%
FA
304
FDx Advisors
Illinois
$669K +$265K +4,605 +69%
SM
305
Sciencast Management
New Jersey
$664K +$599K +10,404 New
FMT
306
First Mercantile Trust
Tennessee
$663K -$68.1K -1,182 -10%
Truist Financial
307
Truist Financial
North Carolina
$656K -$5.99K -104 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
308
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$650K -$962K -16,689 -60%
Jane Street
309
Jane Street
New York
$649K -$1.26M -21,807 -67%
W
310
Wealthfront
California
$649K +$32.2K +559 +5%
APA
311
American Portfolios Advisors
New York
$610K +$591K +10,253 New
VIA
312
Virtus Investment Advisers
Connecticut
$608K -$37.6K -652 -6%
PI
313
PineBridge Investments
New York
$608K +$190K +3,300 +48%
RCA
314
Rowland Carmichael Advisors
Arizona
$602K
HFS
315
HL Financial Services
Kentucky
$598K
DSAM
316
Dock Street Asset Management
Florida
$580K +$302K +5,250 +117%
SF
317
Synovus Financial
Georgia
$576K -$7.09K -123 -1%
NB
318
Norinchukin Bank
Japan
$575K +$63.3K +1,098 +13%
GLA
319
Great Lakes Advisors
Illinois
$570K +$551K +9,569 New
NCM
320
Novare Capital Management
North Carolina
$567K -$38.9K -675 -7%
BC
321
Brinker Capital
Pennsylvania
$562K -$40K -695 -7%
AMI
322
Amica Mutual Insurance
Rhode Island
$559K
MME
323
Meag Munich Ergo
Germany
$555K +$531K +9,219 New
AAM
324
Advisors Asset Management
Colorado
$527K +$110K +1,902 +27%
GH
325
GAM Holding
Switzerland
$527K +$510K +8,844 New

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.