We are live on ! Find out more
RJF icon

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
FHA
401
First Horizon Advisors
Tennessee
$5K +$5.34K +105 New
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
BL
403
Balentine LLC
Georgia
$4K +$4.07K +80 New
SPIA
404
Steward Partners Investment Advisory
New York
$4K +$4.53K +89 New
GWA
405
Guidant Wealth Advisors
Illinois
$4K +$4.68K +92 New
AAF
406
Andra AP-fonden
Sweden
$2.71K – – –
OFW
407
Omnia Family Wealth
Florida
$2K – – –
PFO
408
Pathstone Family Office
New Jersey
$2K +$1.83K +36 New
GC
409
Globeflex Capital
California
$1K – – –
RBC
410
Roble Belko & Company
Pennsylvania
$1K – – –
TWA
411
TCI Wealth Advisors
Arizona
$1K – – –
GVT
412
Genesee Valley Trust
New York
$406 -$6.11K -120 -1%
SLF
413
Sun Life Financial
Ontario, Canada
$69 +$407 +8 New
ADEF
414
Adams Diversified Equity Fund
Maryland
– -$7.15M -154,800 Closed
HCMT
415
Highland Capital Management (Tennessee)
Tennessee
– -$6.33M -137,079 Closed
CG
416
Clinton Group
New York
– -$5.69M -123,165 Closed
Voloridge Investment Management
417
Voloridge Investment Management
Florida
– -$5.65M -122,412 Closed
Renaissance Technologies
418
Renaissance Technologies
New York
– -$4.14M -89,663 Closed
BA
419
Bridgewater Associates
Connecticut
– -$3.15M -68,100 Closed
AIMCA
420
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.01M -65,228 Closed
HCM
421
Highbridge Capital Management
New York
– -$2.8M -60,678 Closed
Walleye Trading
422
Walleye Trading
New York
– -$2.59M -50,810 Closed
CSS
423
Cubist Systematic Strategies
Connecticut
– -$2.32M -50,306 Closed
QT
424
Quantbot Technologies
New York
– -$2.32M -50,202 Closed
QC
425
Quadrature Capital
United Kingdom
– -$2.19M -47,513 Closed
15 16
17
18 19

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.