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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
HR
401
Howe & Rusling
New York
$22K +$11.6K +231 +128%
TC
402
Trust Company
Kansas
$20K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$19K
LJHT
404
Laurie J. Hall Trustee
$18.5K
GAM
405
Gemmer Asset Management
California
$18K
FPFS
406
First Personal Financial Services
North Carolina
$16K
SIC
407
Salem Investment Counselors
North Carolina
$16K
PCM
408
Prelude Capital Management
New York
$16K +$14.9K +296 New
SEC
409
Seven Eight Capital
New York
$16K +$15.1K +300 New
WT
410
Whittier Trust
California
$14K
IUHSA
411
Itau Unibanco Holding S.A.
Brazil
$10K -$755 -15 -8%
AIL
412
AGF Investments LLC
Ontario, Canada
$10K -$151 -3 -2%
DADC
413
D.A. Davidson & Co
Montana
$8K -$7.55K -150 -50%
M
414
MOTCO
Texas
$8K
PA
415
Parallel Advisors
California
$8K
GT
416
Glenmede Trust
Pennsylvania
$7K
ASN
417
Advisory Services Network
Georgia
$6K
PFSC
418
Peoples Financial Services Corp
Pennsylvania
$6K
SSB
419
Sandy Spring Bank
Maryland
$5K -$18.1K -360 -78%
FHA
420
First Horizon Advisors
Tennessee
$5K
QCG
421
Quadrant Capital Group
Ohio
$4K -$4.53K -90 -52%
BL
422
Balentine LLC
Georgia
$4K
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$4K
NA
424
NewEdge Advisors
Louisiana
$2.64K +$2.42K +48 New
OFW
425
Omnia Family Wealth
Florida
$2K

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.