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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
PP
401
Prudential plc
United Kingdom
$241K +$233K +4,050 New
HSA
402
HBK Sorce Advisory
Pennsylvania
$234K +$11.2K +195 +5%
VAM
403
Visionary Asset Management
Texas
$231K -$2.48K -43 -1%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$230K +$115 +2 +0.1%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$230K +$223K +3,870 New
TSWM
406
Triangle Securities Wealth Management
North Carolina
$229K
VF
407
Virtu Financial
New York
$225K -$156K -2,700 -42%
PGA
408
Premia Global Advisors
Florida
$224K +$217K +3,764 New
William Blair & Company
409
William Blair & Company
Illinois
$223K +$215K +3,740 New
NCM
410
Noesis Capital Mangement
Florida
$222K
AP
411
Advisor Partners
California
$218K +$196K +3,405 New
CAM
412
Cortina Asset Management
Wisconsin
$216K
GT
413
Glenmede Trust
Pennsylvania
$210K -$41.5K -720 -17%
PL
414
Parkwood LLC
Ohio
$208K +$201K +3,488 New
SMFS
415
Squar Milner Financial Services
California
$205K +$183K +3,173 New
CAN
416
Claraphi Advisory Network
United States
$202K +$195K +3,387 New
BBA
417
Braun-Bostich & Associates
Pennsylvania
$201K +$195K +3,377 New
ST
418
Smithfield Trust
Pennsylvania
$200K +$6.51K +113 +3%
OWA
419
One Wealth Advisors
California
$199K +$193K +3,351 New
TAF
420
Tredje AP-fonden
Sweden
$196K -$430K -7,455 -69%
WAM
421
Wealthspire Advisors (Maryland)
Maryland
$190K -$29.2K -507 -14%
TG
422
TLP Group
Illinois
$189K +$183K +3,173 New
FGC
423
Financial Gravity Companies
Texas
$177K +$158K +2,748 New
LS
424
Livforsakringsbolaget Skandia
Sweden
$175K -$43.2K -750 -20%
EWM
425
Endurance Wealth Management
Rhode Island
$170K

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.