Raymond James Financial
463 hedge funds and large institutions have $7.46B invested in Raymond James Financial in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 190 reducing their positions, and 82 closing their positions.
41% more call options, than puts
Call options by funds: $22.2M | Put options by funds: $15.7M
2.46% less ownership
Funds ownership: 108.2% → 105.74% (-2.5%)
6% less funds holding
Funds holding: 492 → 463 (-29)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
24% less capital invested
Capital invested by funds: $9.76B → $7.46B (-$2.3B)
27% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 82
27% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 190
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$127M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$70.2M |
| 3 |
Morgan Stanley
New York
|
+$58.4M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$53M |
| 5 |
Renaissance Technologies
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$149M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$134M |
| 3 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$106M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$103M |
| 5 |
JCM
Junto Capital Management
New York
|
-$95.6M |
RJF Hedge Fund Activity: Q4 2018 in Review
463 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2018, worth a combined $7.46B — down 24% from $9.76B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of RJF and 60 opened new positions — a net loss of 22 holders — while 190 trimmed existing stakes and 139 added.
The largest buyer was Primecap Management, opening a new position worth an estimated $127M. The largest seller was Wellington Management Group, cutting an estimated $149M.
- 463 institutional investors held Raymond James Financial (RJF) as of Q4 2018, down from 492 in Q3 2018.
- Funds reported $7.46B of Raymond James Financial stock for Q4 2018, down 24% quarter-over-quarter.
- 60 funds opened new Raymond James Financial positions in Q4 2018 and 82 closed out, a net change of -22 holders.
- The largest Raymond James Financial buyer in Q4 2018 was Primecap Management, an estimated $127M added.
- The largest Raymond James Financial seller in Q4 2018 was Wellington Management Group, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2018.