Raymond James Financial
499 hedge funds and large institutions have $8.02B invested in Raymond James Financial in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 192 reducing their positions, and 37 closing their positions.
114% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 37
8% more funds holding
Funds holding: 463 → 499 (+36)
8% more capital invested
Capital invested by funds: $7.46B → $8.02B (+$564M)
0.33% more ownership
Funds ownership: 105.74% → 106.08% (+0.33%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
19% less call options, than puts
Call options by funds: $26.4M | Put options by funds: $32.5M
23% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 192
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$134M |
| 2 |
Millennium Management
New York
|
+$106M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$86.5M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$50.9M |
| 5 |
Primecap Management
Pasadena,
California
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$186M |
| 2 |
Morgan Stanley
New York
|
-$86.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$84.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$74.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$52.3M |
RJF Hedge Fund Activity: Q1 2019 in Review
499 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2019, worth a combined $8.02B — up 7.6% from $7.46B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new RJF positions and 37 closed out — a net gain of 42 holders — while 147 added to existing stakes and 192 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $134M. The largest seller was Viking Global Investors, exiting entirely with an estimated $186M sold.
- 499 institutional investors held Raymond James Financial (RJF) as of Q1 2019, up from 463 in Q4 2018.
- Funds reported $8.02B of Raymond James Financial stock for Q1 2019, up 7.6% quarter-over-quarter.
- 79 funds opened new Raymond James Financial positions in Q1 2019 and 37 closed out, a net change of +42 holders.
- The largest Raymond James Financial buyer in Q1 2019 was Wellington Management Group, an estimated $134M added.
- The largest Raymond James Financial seller in Q1 2019 was Viking Global Investors, an estimated $186M sold.
Based on aggregated 13F filings for Q1 2019.