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Raymond James Financial

521 hedge funds and large institutions have $9.41B invested in Raymond James Financial in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 170 increasing their positions, 206 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $14.4M

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

1% more funds holding

Funds holding: 517521 (+4)

0% more capital invested

Capital invested by funds: $9.4B → $9.41B (+$12.8M)

0.11% less ownership

Funds ownership: 108.42%108.31% (-0.11%)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 206

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
521
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
11.93%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
60
Increased
170
Reduced
206
Closed
49
Calls
$37.6M
Puts
$14.4M
Net Calls
+$23.2M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
401
Gator Capital Management
Florida
$256K
JMPWA
402
JP Morgan Private Wealth Advisors
California
$250K +$261K +4,208 New
Baird Financial Group
403
Baird Financial Group
Wisconsin
$248K -$186 -3 -0.1%
RIM
404
Redpoint Investment Management
Australia
$248K
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$245K +$19.1K +307 +8%
CWA
406
Clarus Wealth Advisors
Arizona
$239K
CAM
407
Cortina Asset Management
Wisconsin
$238K +$28.7K +463 +13%
DWM
408
Darwin Wealth Management
Florida
$237K -$349K -5,629 -59%
RCM
409
Riverhead Capital Management
Delaware
$233K -$123K -1,989 -34%
JG
410
Jefferies Group
New York
$230K +$240K +3,864 New
VAM
411
Visionary Asset Management
Texas
$225K -$2.17K -35 -0.9%
AIP
412
Ameritas Investment Partners
Nebraska
$224K -$17.3K -278 -7%
HSA
413
HBK Sorce Advisory
Pennsylvania
$224K -$3.41K -55 -1%
William Blair & Company
414
William Blair & Company
Illinois
$223K
IRF
415
IBM Retirement Fund
New York
$222K -$35.3K -568 -13%
KRSITF
416
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$218K -$48.6K -783 -18%
AMCA
417
Arthur M. Cohen & Associates
Illinois
$218K
GT
418
Greenleaf Trust
Michigan
$217K +$226K +3,641 New
SAM
419
Silvercrest Asset Management
New York
$215K
NCM
420
Noesis Capital Mangement
Florida
$214K -$8.5K -137 -4%
SMFS
421
Squar Milner Financial Services
California
$203K +$211K +3,404 New
BCP
422
Blue Chip Partners
Michigan
$199K -$268K -4,313 -56%
FHA
423
Flagship Harbor Advisors
Massachusetts
$183K +$191K +3,075 New
LS
424
Livforsakringsbolaget Skandia
Sweden
$175K
SWA
425
Sutton Wealth Advisors
Florida
$171K

RJF Hedge Fund Activity: Q2 2018 in Review

521 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2018, worth a combined $9.41B — up 0.14% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new RJF positions and 49 closed out — a net gain of 11 holders — while 170 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $183M. The largest seller was Eaton Vance Management, cutting an estimated $82.1M.

  • 521 institutional investors held Raymond James Financial (RJF) as of Q2 2018, up from 517 in Q1 2018.
  • Funds reported $9.41B of Raymond James Financial stock for Q2 2018, up 0.14% quarter-over-quarter.
  • 60 funds opened new Raymond James Financial positions in Q2 2018 and 49 closed out, a net change of +11 holders.
  • The largest Raymond James Financial buyer in Q2 2018 was Wellington Management Group, an estimated $183M added.
  • The largest Raymond James Financial seller in Q2 2018 was Eaton Vance Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q2 2018.