Raymond James Financial
517 hedge funds and large institutions have $9.4B invested in Raymond James Financial in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 56 closing their positions.
215% more call options, than puts
Call options by funds: $38.5M | Put options by funds: $12.2M
20% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 56
1% more funds holding
Funds holding: 511 → 517 (+6)
1.05% more ownership
Funds ownership: 107.38% → 108.42% (+1%)
2% more capital invested
Capital invested by funds: $9.23B → $9.4B (+$165M)
10% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 192
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$151M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$139M |
| 3 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$105M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$87.1M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$82.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$150M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$61.7M |
| 3 |
Goldman Sachs
New York
|
-$36.1M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$34M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$33.1M |
RJF Hedge Fund Activity: Q1 2018 in Review
517 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2018, worth a combined $9.4B — up 1.8% from $9.23B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new RJF positions and 56 closed out — a net gain of 11 holders — while 173 added to existing stakes and 192 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $151M. The largest seller was Bank of New York Mellon, cutting an estimated $150M.
- 517 institutional investors held Raymond James Financial (RJF) as of Q1 2018, up from 511 in Q4 2017.
- Funds reported $9.4B of Raymond James Financial stock for Q1 2018, up 1.8% quarter-over-quarter.
- 67 funds opened new Raymond James Financial positions in Q1 2018 and 56 closed out, a net change of +11 holders.
- The largest Raymond James Financial buyer in Q1 2018 was Viking Global Investors, an estimated $151M added.
- The largest Raymond James Financial seller in Q1 2018 was Bank of New York Mellon, an estimated $150M sold.
Based on aggregated 13F filings for Q1 2018.