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Raymond James Financial

351 hedge funds and large institutions have $5.06B invested in Raymond James Financial in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 112

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 348351 (+3)

0.87% less ownership

Funds ownership: 107.4%106.52% (-0.87%)

17% less capital invested

Capital invested by funds: $6.12B → $5.06B (-$1.05B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

40% less call options, than puts

Call options by funds: $9.62M | Put options by funds: $16.1M

Holders
351
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
9.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
38
Increased
132
Reduced
112
Closed
34
Calls
$9.62M
Puts
$16.1M
Net Calls
-$6.46M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
326
Cornerstone Advisors (Washington)
Washington
$13K +$11.1K +300 +303%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$13K +$15.1K +408 New
GAM
328
Gemmer Asset Management
California
$11K
FM
329
Forward Management
California
$10K
HR
330
Howe & Rusling
New York
$10K +$334 +9 +3%
ACS
331
Archford Capital Strategies
Illinois
$10K +$4.93K +133 +83%
Manulife (Manufacturers Life Insurance)
332
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.34K -$197K -5,321 -2%
SF
333
Synovus Financial
Georgia
$8K
WRM
334
Westport Resources Management
Connecticut
$7K
PAI
335
Pittenger & Anderson Inc
Nebraska
$6K
AssetMark Inc
336
AssetMark Inc
California
$5K -$10.6K -286 -66%
N
337
Nuveen
North Carolina
$4.52K
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$4.39K
GT
339
Glenmede Trust
Pennsylvania
$4K -$185 -5 -3%
PFSC
340
Peoples Financial Services Corp
Pennsylvania
$4K
ASN
341
Advisory Services Network
Georgia
$3K
SSB
342
Sandy Spring Bank
Maryland
$3K
VNA
343
Valley National Advisers
Pennsylvania
$3K
SI
344
Sentry Investments
Ontario, Canada
$2.53K
S
345
SignatureFD
Georgia
$2K -$556 -15 -22%
IWMPD
346
Integrated Wealth Management (Palm Desert)
California
$2K
TWA
347
TCI Wealth Advisors
Arizona
$1K
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.19K +32 New
UOTTAIMCU
349
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$1.19K +32 New
ZB
350
Zions Bancorporation
Utah
$1K +$1.19K +32 New

RJF Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2015, worth a combined $5.06B — down 17% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new RJF positions and 34 closed out — a net gain of 4 holders — while 132 added to existing stakes and 112 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $70.1M. The largest seller was Systematic Financial Management, cutting an estimated $97.1M.

  • 351 institutional investors held Raymond James Financial (RJF) as of Q3 2015, up from 348 in Q2 2015.
  • Funds reported $5.06B of Raymond James Financial stock for Q3 2015, down 17% quarter-over-quarter.
  • 38 funds opened new Raymond James Financial positions in Q3 2015 and 34 closed out, a net change of +4 holders.
  • The largest Raymond James Financial buyer in Q3 2015 was Citadel Advisors, an estimated $70.1M added.
  • The largest Raymond James Financial seller in Q3 2015 was Systematic Financial Management, an estimated $97.1M sold.

Based on aggregated 13F filings for Q3 2015.