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Raymond James Financial

395 hedge funds and large institutions have $6.84B invested in Raymond James Financial in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $3.71M

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $5.69B → $6.84B (+$1.15B)

18% more funds holding

Funds holding: 335395 (+60)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.17% more ownership

Funds ownership: 104.2%104.37% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 133

Holders
395
Holders Change
+60
Holders Change %
+17.91%
% of All Funds
9.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
87
Increased
126
Reduced
133
Closed
22
Calls
$41.1M
Puts
$3.71M
Net Calls
+$37.3M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
351
Thompson Davis & Co
Virginia
$56K -$2.34K -53 -4%
SWA
352
Sutton Wealth Advisors
Florida
$53.6K
PHK
353
Point72 Hong Kong
Hong Kong
$52K +$50.1K +1,134 New
GWM
354
Geneos Wealth Management
Colorado
$35K
FANJ
355
Financial Architects (New Jersey)
New Jersey
$33K -$265 -6 -0.8%
IR
356
Invictus RG
Bermuda
$32K -$10.1K -228 -25%
CAW
357
Cornerstone Advisors (Washington)
Washington
$31K
PCP
358
Proficio Capital Partners
Massachusetts
$29K -$1.99K -45 -7%
WCBA
359
Weaver C. Barksdale & Associates
Tennessee
$29K -$1.37K -31 -5%
QCG
360
Quadrant Capital Group
Ohio
$27K -$88 -2 -0.3%
IWM
361
IHT Wealth Management
Illinois
$24K +$22.7K +513 New
MSFP
362
Mark Sheptoff Financial Planning
Connecticut
$22K
HMS
363
Hanseatic Management Services
New Mexico
$21K +$19.8K +447 New
PFBT
364
Parkside Financial Bank & Trust
Missouri
$20K +$1.06K +24 +6%
TC
365
Trust Company
Kansas
$18K
LJHT
366
Laurie J. Hall Trustee
$17K +$15.2K +345 New
GAM
367
Gemmer Asset Management
California
$15K
FPFS
368
First Personal Financial Services
North Carolina
$14K
SIC
369
Salem Investment Counselors
North Carolina
$14K +$13.3K +300 New
SEC
370
Seven Eight Capital
New York
$14K +$13.3K +300 New
National Pension Service
371
National Pension Service
South Korea
$14K +$13.8K +312 New
EF
372
Empirical Finance
Pennsylvania
$13K +$12.2K +275 New
EA
373
Edge Advisors
Georgia
$13K +$13.3K +300 New
AssetMark Inc
374
AssetMark Inc
California
$12K -$11.9K -269 -51%
MFS
375
MSI Financial Services
Massachusetts
$10K -$14.9K -338 -62%

RJF Hedge Fund Activity: Q4 2016 in Review

395 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2016, worth a combined $6.84B — up 20% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RJF positions and 22 closed out — a net gain of 65 holders — while 126 added to existing stakes and 133 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $72.5M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 395 institutional investors held Raymond James Financial (RJF) as of Q4 2016, up from 335 in Q3 2016.
  • Funds reported $6.84B of Raymond James Financial stock for Q4 2016, up 20% quarter-over-quarter.
  • 87 funds opened new Raymond James Financial positions in Q4 2016 and 22 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2016 was Lord, Abbett & Co, an estimated $72.5M added.
  • The largest Raymond James Financial seller in Q4 2016 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.