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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
QI
376
QS Investors
New York
$97K
CTC
377
Central Trust Company
Missouri
$95K +$58.7K +1,167 +191%
BTIS
378
BB&T Investment Services
North Carolina
$92K +$34.9K +694 +79%
DRS
379
Deane Retirement Strategies
Louisiana
$91K
SLF
380
Sun Life Financial
Ontario, Canada
$76K +$70.8K +1,407 +17,588%
Bessemer Group
381
Bessemer Group
New Jersey
$76K +$71.7K +1,425 New
National Pension Service
382
National Pension Service
South Korea
$74K +$54K +1,073 +344%
CMBA
383
C.M. Bidwell & Associates
Hawaii
$69K +$65K +1,292 New
TDC
384
Thompson Davis & Co
Virginia
$64K
SWA
385
Sutton Wealth Advisors
Florida
$62.1K
FIM
386
Foresters Investment Management
New York
$60K +$56.2K +1,116 New
NFG
387
Next Financial Group
Texas
$55K
BFEC
388
Benjamin F. Edwards & Company
Missouri
$44K -$22.7K -450 -35%
FIB
389
First Interstate Bank
Montana
$40K
GWM
390
Geneos Wealth Management
Colorado
$39K -$1.11K -22 -3%
FANJ
391
Financial Architects (New Jersey)
New Jersey
$38K +$4.28K +85 +14%
CAW
392
Cornerstone Advisors (Washington)
Washington
$36K
PCP
393
Proficio Capital Partners
Massachusetts
$36K +$302 +6 +0.9%
ClearBridge Investments
394
ClearBridge Investments
New York
$33K +$31.1K +617 New
SIAS
395
Shine Investment Advisory Services
Colorado
$33K +$31.5K +626 New
DCM
396
Dupont Capital Management
Delaware
$32K +$30.2K +600 New
MSFP
397
Mark Sheptoff Financial Planning
Connecticut
$26K -$101 -2 -0.4%
AssetMark Inc
398
AssetMark Inc
California
$25K +$151 +3 +0.7%
HMS
399
Hanseatic Management Services
New Mexico
$24K -$50 -1 -0.2%
GLI
400
Guardian Life Insurance
New York
$23K -$15.6K -309 -42%

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.