We are live on ! Find out more
RJF icon

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
BTIS
426
BB&T Investment Services
North Carolina
$164K +$13.8K +240 +11%
TRCT
427
Tower Research Capital (TRC)
New York
$164K +$127K +2,203 +402%
AssetMark Inc
428
AssetMark Inc
California
$164K +$131K +2,274 +478%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$157K +$5.88K +102 +4%
RIM
430
Rampart Investment Management
Connecticut
$155K +$13.5K +234 +10%
RS
431
Robeco Schweiz
Switzerland
$148K
TAM
432
Tiverton Asset Management
Delaware
$137K +$132K +2,297 New
C
433
Cerebellum
California
$129K +$125K +2,163 New
YWP
434
YorkBridge Wealth Partners
New York
$125K +$519 +9 +0.4%
QI
435
QS Investors
New York
$108K
DRS
436
Deane Retirement Strategies
Louisiana
$101K
CTC
437
Central Trust Company
Missouri
$81K -$19.5K -339 -20%
CMBA
438
C.M. Bidwell & Associates
Hawaii
$81K
DCM
439
Delpha Capital Management
New York
$81K +$78.4K +1,361 New
PFA
440
Pathway Financial Advisors
Vermont
$77K +$74.5K +1,293 New
SWA
441
Sutton Wealth Advisors
Florida
$64K -$4.9K -85 -7%
ARMT
442
Amica Retiree Medical Trust
Rhode Island
$63K
II
443
Inspire Investing
Idaho
$57K +$55.1K +956 New
PGWM
444
Parisi Gray Wealth Management
New Jersey
$51K +$49.9K +866 New
BFEC
445
Benjamin F. Edwards & Company
Missouri
$49K
MA
446
MUFG Americas
New York
$45K +$43.2K +750 New
GWM
447
Geneos Wealth Management
Colorado
$44K
SWM
448
SeaCrest Wealth Management
New York
$44K +$42.2K +732 New
SWP
449
Stratos Wealth Partners
Ohio
$44K +$42.7K +741 New
FANJ
450
Financial Architects (New Jersey)
New Jersey
$41K

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.