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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
TH
351
Timber Hill
Connecticut
– -$605K -16,412 Closed
CMBA
352
C.M. Bidwell & Associates
Hawaii
– -$518K -15,758 Closed
NIT
353
NumerixS Investment Technologies
British Columbia, Canada
– -$488K -14,850 Closed
B
354
Barings
North Carolina
– -$409K -12,450 Closed
BCM
355
Bayesian Capital Management
New York
– -$325K -9,900 Closed
GCA
356
Gideon Capital Advisors
New York
– -$323K -9,813 Closed
GS
357
GAM Systematic
United Kingdom
– -$310K -9,447 Closed
Fiera Capital (Canada)
358
Fiera Capital (Canada)
Quebec, Canada
– -$271K -8,250 Closed
SCM
359
Sterling Capital Management
North Carolina
– -$227K -6,900 Closed
SBIA
360
Sheaff Brock Investment Advisors
Indiana
– -$219K -6,675 Closed
FA
361
FDx Advisors
Illinois
– -$218K -6,633 Closed
Commonwealth Equity Services
362
Commonwealth Equity Services
Massachusetts
– -$204K -6,195 Closed
JHC
363
JFB Holdings Corp
Georgia
– -$201K -6,120 Closed
PAM
364
Paradigm Asset Management
New York
– -$108K -3,300 Closed
CCA
365
Checchi Capital Advisers
California
– -$58K -1,752 Closed
PG
366
PEAK6 Group
Illinois
– -$39.1K -1,062 Closed
AIM
367
Acrospire Investment Management
Illinois
– -$30K -900 Closed
AIM
368
Arcadia Investment Management
Michigan
– -$27K -818 Closed
FM
369
Forward Management
California
– -$10K -308 Closed
PHK
370
Point72 Hong Kong
Hong Kong
– -$10K -302 Closed
TSW
371
Thompson Siegel & Walmsley
Virginia
– -$2K -68 Closed
BCI
372
Brinker Capital Investments
Pennsylvania
– +$74 +2 New
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.