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Raymond James Financial
RJF

335 hedge funds and large institutions have $5.69B invested in Raymond James Financial in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $3.79M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

14% more capital invested

Capital invested by funds: $4.98B → $5.69B (+$711M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 343 → 335 (-8)

2.89% less ownership

Funds ownership: 107.09% → 104.2% (-2.9%)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
335
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.94%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
36
Increased
110
Reduced
139
Closed
38
Calls
$23.1M
Puts
$3.79M
Net Calls
+$19.3M
Net Calls Change
+$17M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$39M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$15.8M
3
Boston Partners
Boston Partners
Massachusetts
+$14.8M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$14.5M
5
BFA
BlackRock Fund Advisors
California
+$14M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.3M
2
SIM
Stelliam Investment Management
New York
-$43.8M
3
FCM
Frontier Capital Management
Massachusetts
-$29.2M
4
Macquarie Group
Macquarie Group
Australia
-$21.9M
5
Goldman Sachs
Goldman Sachs
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
326
Sentry Investments
Ontario, Canada
$4.12K +$149K +4,050 +4%
SSB
327
Sandy Spring Bank
Maryland
$4K – – –
ACS
328
Archford Capital Strategies
Illinois
$3K -$3.32K -90 -50%
IWMPD
329
Integrated Wealth Management (Palm Desert)
California
$2K – – –
WTB
330
Washington Trust Bank
Washington
$1K -$3.02K -82 -80%
PRS
331
Pinkerton Retirement Specialists
Idaho
$1K -$332 -9 -24%
QI
332
QS Investors
New York
$1K – – –
TWA
333
TCI Wealth Advisors
Arizona
$1K – – –
ZB
334
Zions Bancorporation
Utah
$1K – – –
SIM
335
Stelliam Investment Management
New York
– -$43.8M -1,331,250 Closed
CIP
336
Chartwell Investment Partners
Pennsylvania
– -$7.96M -242,312 Closed
PI
337
PineBridge Investments
New York
– -$4.83M -146,900 Closed
PRA
338
Parametric Risk Advisors
Connecticut
– -$3.62M -110,250 Closed
Twin Tree Management
339
Twin Tree Management
Texas
– -$3.56M -108,456 Closed
NIS
340
National Investment Services
Wisconsin
– -$1.97M -59,823 Closed
BA
341
Bridgewater Associates
Connecticut
– -$1.48M -45,000 Closed
PIM
342
Perkins Investment Management
Illinois
– -$1.3M -39,461 Closed
USAA
343
United Services Automobile Association
Texas
– -$1.18M -35,892 Closed
CSS
344
Cubist Systematic Strategies
Connecticut
– -$1.16M -35,148 Closed
AIM
345
Assured Investment Management
New York
– -$1.05M -32,009 Closed
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
– -$745K -22,674 Closed
DCM
347
Dupont Capital Management
Delaware
– -$725K -22,050 Closed
D.E. Shaw & Co
348
D.E. Shaw & Co
New York
– -$709K -21,545 Closed
BIM
349
BRC Investment Management
Colorado
– -$639K -19,434 Closed
SCM
350
Shelton Capital Management
Colorado
– -$595K -18,104 Closed
11 12 13
14
15

RJF Hedge Fund Activity: Q3 2016 in Review

335 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2016, worth a combined $5.69B — up 14% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RJF and 36 opened new positions — a net loss of 2 holders — while 139 trimmed existing stakes and 110 added.

The largest buyer was JP Morgan Chase, adding an estimated $39M. The largest seller was Fidelity Investments, cutting an estimated $85.3M.

  • 335 institutional investors held Raymond James Financial (RJF) as of Q3 2016, down from 343 in Q2 2016.
  • Funds reported $5.69B of Raymond James Financial stock for Q3 2016, up 14% quarter-over-quarter.
  • 36 funds opened new Raymond James Financial positions in Q3 2016 and 38 closed out, a net change of -2 holders.
  • The largest Raymond James Financial buyer in Q3 2016 was JP Morgan Chase, an estimated $39M added.
  • The largest Raymond James Financial seller in Q3 2016 was Fidelity Investments, an estimated $85.3M sold.

Based on aggregated 13F filings for Q3 2016.