We are live on ! Find out more
RJF icon

Raymond James Financial

329 hedge funds and large institutions have $4.77B invested in Raymond James Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 119

7% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $15.6M

1.47% less ownership

Funds ownership: 108.88%107.41% (-1.5%)

8% less funds holding

Funds holding: 356329 (-27)

21% less capital invested

Capital invested by funds: $6B → $4.77B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

Holders
329
Holders Change
-27
Holders Change %
-7.58%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
30
Increased
128
Reduced
119
Closed
56
Calls
$14.5M
Puts
$15.6M
Net Calls
-$1.16M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
326
TCI Wealth Advisors
Arizona
$1K
ZB
327
Zions Bancorporation
Utah
$1K
EWM
328
Endurance Wealth Management
Rhode Island
$90
JCM
329
Junto Capital Management
New York
-$37.6M -973,550 Closed
Lord, Abbett & Co
330
Lord, Abbett & Co
New Jersey
-$36M -931,944 Closed
ACM
331
Atlanta Capital Management
Georgia
-$18.1M -469,641 Closed
PMAM
332
Picton Mahoney Asset Management
Ontario, Canada
-$7.95M -205,650 Closed
ClearBridge Investments
333
ClearBridge Investments
New York
-$5.17M -133,649 Closed
NAP
334
New Amsterdam Partners
New York
-$3.56M -92,006 Closed
SFP
335
Santa Fe Partners
New Mexico
-$3.04M -78,681 Closed
KJHP
336
K.J. Harrison & Partners
Ontario, Canada
-$2.37M -61,275 Closed
QIM
337
Quantitative Investment Management
Virginia
-$1.58M -40,950 Closed
Korea Investment Corp
338
Korea Investment Corp
South Korea
-$1.43M -37,050 Closed
Squarepoint
339
Squarepoint
New York
-$1.11M -28,799 Closed
PAM
340
Princeton Alpha Management
New Jersey
-$732K -18,933 Closed
Two Sigma Investments
341
Two Sigma Investments
New York
-$713K -18,462 Closed
Ninety One (UK)
342
Ninety One (UK)
United Kingdom
-$683K -17,672 Closed
VKH
343
Virtu KCG Holdings
New York
-$574K -14,865 Closed
ONB
344
Old National Bancorp
Indiana
-$511K -13,223 Closed
AC
345
Allstate Corporation
Illinois
-$507K -13,110 Closed
RA
346
Royce & Associates
New York
-$423K -10,950 Closed
DIA
347
Dana Investment Advisors
Wisconsin
-$7.26K -10,892 Closed
Handelsbanken Fonder
348
Handelsbanken Fonder
Sweden
-$386K -9,992 Closed
ACM
349
Aviance Capital Management
Florida
-$361K -9,353 Closed
ACI
350
Advance Capital I
Michigan
-$359K -9,300 Closed

RJF Hedge Fund Activity: Q1 2016 in Review

329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2016, worth a combined $4.77B — down 21% from $6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of RJF and 30 opened new positions — a net loss of 26 holders — while 119 trimmed existing stakes and 128 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $116M.

  • 329 institutional investors held Raymond James Financial (RJF) as of Q1 2016, down from 356 in Q4 2015.
  • Funds reported $4.77B of Raymond James Financial stock for Q1 2016, down 21% quarter-over-quarter.
  • 30 funds opened new Raymond James Financial positions in Q1 2016 and 56 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2016 was JP Morgan Chase, an estimated $93.6M added.
  • The largest Raymond James Financial seller in Q1 2016 was Wells Fargo, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2016.