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
CAW
451
Cornerstone Advisors (Washington)
Washington
$40K
DAM
452
Delta Asset Management
Tennessee
$40K +$38.9K +675 New
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38K +$36.8K +639 New
PCP
454
Proficio Capital Partners
Massachusetts
$38K
ClearBridge Investments
455
ClearBridge Investments
New York
$38K +$173 +3 +0.5%
MFT
456
Moisand Fitzgerald Tamayo
Florida
$37K
SIAS
457
Shine Investment Advisory Services
Colorado
$37K
GLI
458
Guardian Life Insurance
New York
$37K +$11.1K +192 +45%
ASN
459
Advisory Services Network
Georgia
$37K +$23.5K +408 +195%
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$28K
SPIA
461
Steward Partners Investment Advisory
New York
$26K +$18.7K +324 +266%
FRA
462
Front Row Advisors
California
$26K +$24.7K +429 New
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$25.7K +$24.9K +432 New
SLF
464
Sun Life Financial
Ontario, Canada
$25K -$57.4K -996 -70%
HR
465
Howe & Rusling
New York
$25K +$346 +6 +1%
TC
466
Telemus Capital
Michigan
$25K +$23.8K +413 New
TC
467
Trust Company
Kansas
$23K
GAM
468
Gemmer Asset Management
California
$20K
SIC
469
Salem Investment Counselors
North Carolina
$18K
HFP
470
Holistic Financial Partners
Indiana
$17K +$16.4K +284 New
HMS
471
Hanseatic Management Services
New Mexico
$15K -$11.2K -194 -44%
WT
472
Whittier Trust
California
$15K
LJHT
473
Laurie J. Hall Trustee
$14K -$6.05K -105 -30%
Bessemer Group
474
Bessemer Group
New Jersey
$13K -$18.5K -321 -59%
PFBT
475
Parkside Financial Bank & Trust
Missouri
$13K -$3.28K -57 -21%

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.