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Raymond James Financial
RJF

414 hedge funds and large institutions have $7.76B invested in Raymond James Financial in 2017 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $6.95M

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $6.84B → $7.76B (+$915M)

5% more funds holding

Funds holding: 395 → 414 (+19)

2.06% more ownership

Funds ownership: 104.37% → 106.44% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

18% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 163

Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
10.31%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
67
Increased
133
Reduced
163
Closed
41
Calls
$33.8M
Puts
$6.95M
Net Calls
+$26.8M
Net Calls Change
-$10.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$622M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
3
State Street
State Street
Massachusetts
+$139M
4
WBC
Westpac Banking Corp
Australia
+$96.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$77.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$48.6M
2
Morgan Stanley
Morgan Stanley
New York
-$48.1M
3
FC
Fairpointe Capital
Illinois
-$46.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPC
351
Independent Portfolio Consultants
Florida
$138K +$3.05K +60 +2%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$133K -$25.5K -501 -16%
YWP
353
YorkBridge Wealth Partners
New York
$102K +$3.97K +78 +4%
SFM
354
Systematic Financial Management
New Jersey
$99K -$257K -5,046 -72%
CBOA
355
Commonwealth Bank of Australia
Australia
$99K – – –
DBT
356
Dubuque Bank & Trust
Iowa
$99K +$99.2K +1,950 New
QI
357
QS Investors
New York
$92K +$91.6K +1,800 +20,000%
DRS
358
Deane Retirement Strategies
Louisiana
$87K – – –
IR
359
Invictus RG
Bermuda
$77K +$41.4K +813 +117%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$65K – – –
TDC
361
Thompson Davis & Co
Virginia
$61K -$1.07K -21 -2%
SWA
362
Sutton Wealth Advisors
Florida
$59K – – –
NFG
363
Next Financial Group
Texas
$51K -$21.4K -420 -29%
BTIS
364
BB&T Investment Services
North Carolina
$43K +$44.8K +881 New
GWM
365
Geneos Wealth Management
Colorado
$38K – – –
GLI
366
Guardian Life Insurance
New York
$38K +$37.7K +740 New
AIM
367
Arcadia Investment Management
Michigan
$38K +$38.2K +750 New
FIB
368
First Interstate Bank
Montana
$38K +$38.5K +756 New
CAW
369
Cornerstone Advisors (Washington)
Washington
$34K – – –
FANJ
370
Financial Architects (New Jersey)
New Jersey
$31K -$4.33K -85 -12%
PCP
371
Proficio Capital Partners
Massachusetts
$31K +$967 +19 +3%
CTC
372
Central Trust Company
Missouri
$31K +$31.1K +611 New
FMA
373
FNY Managed Accounts
New York
$29K +$29.8K +585 New
IWM
374
IHT Wealth Management
Illinois
$25K – – –
MSFP
375
Mark Sheptoff Financial Planning
Connecticut
$24K +$102 +2 +0.4%
13 14
15
16 17

RJF Hedge Fund Activity: Q1 2017 in Review

414 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2017, worth a combined $7.76B — up 13% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RJF positions and 41 closed out — a net gain of 26 holders — while 133 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $622M. The largest seller was Millennium Management, cutting an estimated $48.6M.

  • 414 institutional investors held Raymond James Financial (RJF) as of Q1 2017, up from 395 in Q4 2016.
  • Funds reported $7.76B of Raymond James Financial stock for Q1 2017, up 13% quarter-over-quarter.
  • 67 funds opened new Raymond James Financial positions in Q1 2017 and 41 closed out, a net change of +26 holders.
  • The largest Raymond James Financial buyer in Q1 2017 was BlackRock, an estimated $622M added.
  • The largest Raymond James Financial seller in Q1 2017 was Millennium Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2017.