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Raymond James Financial

511 hedge funds and large institutions have $9.23B invested in Raymond James Financial in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $9.88M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

12% more funds holding

Funds holding: 455511 (+56)

8% more capital invested

Capital invested by funds: $8.57B → $9.23B (+$664M)

1.54% more ownership

Funds ownership: 105.84%107.38% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

Holders
511
Holders Change
+56
Holders Change %
+12.31%
% of All Funds
11.59%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
93
Increased
172
Reduced
169
Closed
34
Calls
$41.2M
Puts
$9.88M
Net Calls
+$31.3M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
HK
351
Horizon Kinetics
New York
$407K -$19.6K -341 -5%
MOS
352
MGO One Seven
Ohio
$405K +$392K +6,801 New
TYCC
353
Texas Yale Capital Corp
Florida
$402K
VRS
354
Virginia Retirement Systems
Virginia
$402K
RBA
355
Richard Bernstein Advisors
New York
$402K +$389K +6,746 New
MYAM
356
Meiji Yasuda Asset Management
Japan
$401K -$192K -3,330 -33%
CFA
357
Carroll Financial Associates
North Carolina
$401K
CB
358
Commerce Bank
Missouri
$393K +$9.51K +165 +3%
IB
359
Intrust Bank
Kansas
$391K -$26.6K -462 -7%
WIS
360
Wright Investors Service
Connecticut
$379K +$58.8K +1,021 +19%
SL
361
Signition LP
New York
$376K +$364K +6,312 New
JIP
362
Jaffetilchin Investment Partners
Florida
$375K -$593K -10,286 -62%
PCM
363
Piermont Capital Management
Missouri
$375K
GAM
364
Guinness Asset Management
United Kingdom
$369K +$34.6K +600 +11%
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$368K +$38.4K +666 +12%
BFG
366
Beacon Financial Group
Texas
$367K -$4.03K -70 -1%
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$367K +$30.6K +531 +9%
GAM
368
Gotham Asset Management
New York
$364K +$519 +9 +0.1%
PA
369
Profund Advisors
Maryland
$361K +$82.2K +1,426 +31%
KC
370
Kepos Capital
New York
$361K +$349K +6,059 New
Pacer Advisors
371
Pacer Advisors
Pennsylvania
$358K +$87.3K +1,515 +34%
STA
372
Summit Trail Advisors
New York
$355K +$327K +5,669 New
HCMT
373
Highland Capital Management (Texas)
Texas
$342K
P
374
Pitcairn
Pennsylvania
$339K +$71K +1,233 +28%
MML Investors Services
375
MML Investors Services
Massachusetts
$337K +$73.3K +1,272 +29%

RJF Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2017, worth a combined $9.23B — up 7.8% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new RJF positions and 34 closed out — a net gain of 59 holders — while 172 added to existing stakes and 169 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $135M. The largest seller was Bank of New York Mellon, cutting an estimated $88.2M.

  • 511 institutional investors held Raymond James Financial (RJF) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $9.23B of Raymond James Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 93 funds opened new Raymond James Financial positions in Q4 2017 and 34 closed out, a net change of +59 holders.
  • The largest Raymond James Financial buyer in Q4 2017 was Viking Global Investors, an estimated $135M added.
  • The largest Raymond James Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $88.2M sold.

Based on aggregated 13F filings for Q4 2017.