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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
IA
326
IFP Advisors
Florida
$516K -$42.5K -738 -8%
DCM
327
Driehaus Capital Management
Illinois
$515K -$90.6K -1,573 -15%
CG
328
Clinton Group
New York
$514K -$695K -12,063 -58%
GL
329
GLG LLC
New York
$507K
LIA
330
LS Investment Advisors
Michigan
$504K -$11.6K -201 -2%
ELI
331
Empire Life Investments
Ontario, Canada
$501K
SC
332
Saturna Capital
Washington
$497K
MA
333
Mutual Advisors
Nebraska
$488K +$473K +8,201 New
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$483K -$50.1K -870 -10%
Nordea Investment Management
335
Nordea Investment Management
Sweden
$483K
Creative Planning
336
Creative Planning
Kansas
$483K +$146K +2,530 +45%
SSA
337
Schonfeld Strategic Advisors
New York
$482K +$467K +8,099 New
GC
338
Globeflex Capital
California
$466K +$450K +7,803 +33,926%
LMGAM
339
Liberty Mutual Group Asset Management
Massachusetts
$457K -$8.18K -142 -2%
BCP
340
Blue Chip Partners
Michigan
$454K +$1.09K +19 +0.2%
JA
341
JOYN Advisors
Georgia
$446K +$432K +7,499 New
GCP
342
GSA Capital Partners
United Kingdom
$445K -$104K -1,803 -19%
GXMC
343
Global X Management Company
New York
$441K -$12.5K -217 -3%
LSV Asset Management
344
LSV Asset Management
Illinois
$437K -$60.5K -1,050 -13%
GVT
345
Genesee Valley Trust
New York
$432K -$15K -260 -3%
AR
346
Advisory Research
Illinois
$426K -$636K -11,031 -61%
COI
347
Connable Office Inc
Michigan
$422K -$51.2K -888 -11%
MC
348
Montag & Caldwell
Georgia
$422K +$14.7K +255 +4%
CI
349
Cigna Investments
Connecticut
$420K -$21.6K -375 -5%
APFBOT
350
Amica Pension Fund Board of Trustees
Rhode Island
$412K

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.