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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
SFG
451
SevenBridge Financial Group
Pennsylvania
$56K -$3.72K -60 -6%
PI
452
PineBridge Investments
New York
$52K -$63.5K -1,023 -54%
AF
453
Advisornet Financial
Minnesota
$48K -$26K -419 -34%
PCG
454
Private Capital Group
Connecticut
$44K -$35.3K -569 -43%
SWM
455
SeaCrest Wealth Management
New York
$44K -$124 -2 -0.3%
GWM
456
Geneos Wealth Management
Colorado
$44K
PCTC
457
Perkins Coie Trust Company
Washington
$41K
CAW
458
Cornerstone Advisors (Washington)
Washington
$41K +$1.24K +20 +3%
DAM
459
Delta Asset Management
Tennessee
$40K
FANJ
460
Financial Architects (New Jersey)
New Jersey
$39K -$45.9K -740 -53%
PCP
461
Proficio Capital Partners
Massachusetts
$39K
ACA
462
Atlas Capital Advisors
Wyoming
$38.9K +$38.1K +614 New
MFT
463
Moisand Fitzgerald Tamayo
Florida
$37K
SIAS
464
Shine Investment Advisory Services
Colorado
$37K
SPIA
465
Steward Partners Investment Advisory
New York
$37K +$2.42K +39 +7%
GLI
466
Guardian Life Insurance
New York
$32K +$5.77K +93 +21%
SLF
467
Sun Life Financial
Ontario, Canada
$31K +$27.8K +448 +560%
KA
468
Kaizen Advisory
Illinois
$27K +$16.8K +271 +146%
BBA
469
Braun-Bostich & Associates
Pennsylvania
$25K -$39.3K -633 -60%
AssetMark Inc
470
AssetMark Inc
California
$25K -$248 -4 -0.9%
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K -$1.3K -21 -5%
TC
472
Trust Company
Kansas
$23K
QCG
473
Quadrant Capital Group
Ohio
$20K -$745 -12 -3%
GAM
474
Gemmer Asset Management
California
$20K
SIC
475
Salem Investment Counselors
North Carolina
$18K

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.