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Raymond James Financial
RJF

343 hedge funds and large institutions have $4.98B invested in Raymond James Financial in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

13% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $17.7M

4% more funds holding

Funds holding: 329 → 343 (+14)

4% more capital invested

Capital invested by funds: $4.77B → $4.98B (+$209M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.32% less ownership

Funds ownership: 107.41% → 107.09% (-0.32%)

Holders
343
Holders Change
+14
Holders Change %
+4.26%
% of All Funds
9.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
131
Reduced
115
Closed
26
Calls
$20.1M
Puts
$17.7M
Net Calls
+$2.31M
Net Calls Change
+$3.47M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
+$65.1M
2
Prudential Financial
Prudential Financial
New Jersey
+$46.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19M
4
Macquarie Group
Macquarie Group
Australia
+$19M
5
Boston Partners
Boston Partners
Massachusetts
+$18M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$78M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$53.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
4
FCM
Frontier Capital Management
Massachusetts
-$28.3M
5
PIM
Perkins Investment Management
Illinois
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
326
Point72 Hong Kong
Hong Kong
$10K +$10.3K +302 New
FPFS
327
First Personal Financial Services
North Carolina
$10K +$10.4K +305 New
SF
328
Synovus Financial
Georgia
$8K – – –
ACS
329
Archford Capital Strategies
Illinois
$6K +$6.16K +180 New
HR
330
Howe & Rusling
New York
$4K – – –
PFSC
331
Peoples Financial Services Corp
Pennsylvania
$4K – – –
BIG
332
Bellwether Investment Group
Tennessee
$4K +$4.62K +135 New
SI
333
Sentry Investments
Ontario, Canada
$3.35K +$616K +18,000 +21%
ASN
334
Advisory Services Network
Georgia
$3K – – –
SSB
335
Sandy Spring Bank
Maryland
$3K – – –
WTB
336
Washington Trust Bank
Washington
$3K +$3.49K +102 New
IWMPD
337
Integrated Wealth Management (Palm Desert)
California
$2K – – –
TSW
338
Thompson Siegel & Walmsley
Virginia
$2K +$2.33K +68 New
QI
339
QS Investors
New York
$1K – – –
TWA
340
TCI Wealth Advisors
Arizona
$1K – – –
ZB
341
Zions Bancorporation
Utah
$1K – – –
PRS
342
Pinkerton Retirement Specialists
Idaho
$1K +$1.3K +38 New
CA
343
Commerzbank Aktiengesellschaft
Germany
$341 -$38.6K -1,130 -10%
MPAM
344
Monarch Partners Asset Management
Massachusetts
– -$13.6M -428,849 Closed
HHC
345
Hutchin Hill Capital
New York
– -$10.8M -341,228 Closed
IP
346
Interval Partners
New York
– -$2.39M -75,309 Closed
Susquehanna International Group
347
Susquehanna International Group
Pennsylvania
– -$1.34M -39,278 Closed
MFIMFI
348
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.22M -38,541 Closed
EFS
349
Essex Financial Services
Connecticut
– -$903K -28,446 Closed
FAAS
350
First Allied Advisory Services
California
– -$758K -23,859 Closed
11 12 13
14
15

RJF Hedge Fund Activity: Q2 2016 in Review

343 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2016, worth a combined $4.98B — up 4.4% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RJF positions and 26 closed out — a net gain of 15 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $78M.

  • 343 institutional investors held Raymond James Financial (RJF) as of Q2 2016, up from 329 in Q1 2016.
  • Funds reported $4.98B of Raymond James Financial stock for Q2 2016, up 4.4% quarter-over-quarter.
  • 41 funds opened new Raymond James Financial positions in Q2 2016 and 26 closed out, a net change of +15 holders.
  • The largest Raymond James Financial buyer in Q2 2016 was Columbia Wanger Asset Management, an estimated $65.1M added.
  • The largest Raymond James Financial seller in Q2 2016 was Goldman Sachs, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2016.