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Raymond James Financial

432 hedge funds and large institutions have $8.17B invested in Raymond James Financial in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $8.81M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $7.76B → $8.17B (+$412M)

4% more funds holding

Funds holding: 414432 (+18)

5% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 155

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.34% less ownership

Funds ownership: 106.44%106.1% (-0.34%)

Holders
432
Holders Change
+18
Holders Change %
+4.35%
% of All Funds
10.77%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
48
Increased
162
Reduced
155
Closed
27
Calls
$33.8M
Puts
$8.81M
Net Calls
+$25M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
P
351
Pitcairn
Pennsylvania
$247K -$3.62K -72 -2%
SS
352
Simplicity Solutions
Minnesota
$246K +$4.68K +93 +2%
GAM
353
Guinness Asset Management
United Kingdom
$243K +$30.2K +600 +15%
PA
354
Profund Advisors
Maryland
$242K -$84.5K -1,679 -27%
DSAM
355
Dock Street Asset Management
Florida
$241K
Caisse de Depot et Placement du Quebec (CDPQ)
356
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$240K -$1.15M -22,800 -84%
FPF
357
FNY Partners Fund
New York
$240K +$227K +4,505 New
William Blair & Company
358
William Blair & Company
Illinois
$226K -$352 -7 -0.2%
CAM
359
Cortina Asset Management
Wisconsin
$226K
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$225K -$3.08M -61,160 -94%
FRM
361
Fox Run Management
Connecticut
$225K +$211K +4,200 New
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$218K +$15.6K +309 +8%
TSWM
363
Triangle Securities Wealth Management
North Carolina
$206K +$194K +3,846 New
WAM
364
Wealthspire Advisors (Maryland)
Maryland
$202K -$302 -6 -0.2%
LS
365
Livforsakringsbolaget Skandia
Sweden
$197K
ST
366
Smithfield Trust
Pennsylvania
$189K -$34K -675 -16%
LTFS
367
Ladenburg Thalmann Financial Services
Florida
$171K +$9.62K +191 +6%
EWM
368
Endurance Wealth Management
Rhode Island
$152K
BWA
369
Burt Wealth Advisors
Maryland
$150K +$141K +2,808 New
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$136K -$4.08K -81 -3%
RS
371
Robeco Schweiz
Switzerland
$133K -$26.4K -525 -18%
RIM
372
Rampart Investment Management
Connecticut
$118K +$111K +2,213 New
YWP
373
YorkBridge Wealth Partners
New York
$115K +$4.98K +99 +5%
CBOA
374
Commonwealth Bank of Australia
Australia
$104K
DBT
375
Dubuque Bank & Trust
Iowa
$104K

RJF Hedge Fund Activity: Q2 2017 in Review

432 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2017, worth a combined $8.17B — up 5.3% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RJF positions and 27 closed out — a net gain of 21 holders — while 162 added to existing stakes and 155 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $72.2M. The largest seller was Westpac Banking Corp, cutting an estimated $96.5M.

  • 432 institutional investors held Raymond James Financial (RJF) as of Q2 2017, up from 414 in Q1 2017.
  • Funds reported $8.17B of Raymond James Financial stock for Q2 2017, up 5.3% quarter-over-quarter.
  • 48 funds opened new Raymond James Financial positions in Q2 2017 and 27 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q2 2017 was Viking Global Investors, an estimated $72.2M added.
  • The largest Raymond James Financial seller in Q2 2017 was Westpac Banking Corp, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2017.