We are live on ! Find out more
RJF icon

Raymond James Financial

395 hedge funds and large institutions have $6.84B invested in Raymond James Financial in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $3.71M

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $5.69B → $6.84B (+$1.15B)

18% more funds holding

Funds holding: 335395 (+60)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.17% more ownership

Funds ownership: 104.2%104.37% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 133

Holders
395
Holders Change
+60
Holders Change %
+17.91%
% of All Funds
9.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
87
Increased
126
Reduced
133
Closed
22
Calls
$41.1M
Puts
$3.71M
Net Calls
+$37.3M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$63.9M +$3.76M +85,143 +7%
NFA
27
Nationwide Fund Advisors
Ohio
$63M -$12M -270,715 -17%
Morgan Stanley
28
Morgan Stanley
New York
$62.7M +$43.6M +986,438 +266%
CAM
29
Congress Asset Management
Massachusetts
$58.1M +$4.41M +99,890 +9%
Millennium Management
30
Millennium Management
New York
$56.7M +$49M +1,108,246 +919%
Bank of America
31
Bank of America
North Carolina
$55M +$1.22M +27,552 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$54.5M -$11.5M -259,623 -18%
PCM
33
Palisade Capital Management
New Jersey
$51.5M +$646K +14,614 +1%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$48.5M
PA
35
Pinnacle Associates
New York
$47.5M -$2.6M -58,851 -5%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$47M +$67.1K +1,518 +0.1%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$46.9M +$117K +2,639 +0.3%
N
38
Nuveen
North Carolina
$45.1M +$17.9M +405,866 +71%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$44.9M -$3.13M -70,898 -7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$44.8M +$1.15M +25,920 +3%
Principal Financial Group
41
Principal Financial Group
Iowa
$34.5M +$569K +12,865 +2%
BG
42
BlackRock Group
United Kingdom
$33.9M -$498K -11,261 -2%
TA
43
Teachers Advisors
New York
$32.5M -$3.19M -72,264 -9%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$32M -$7.95M -179,762 -21%
BIM
45
BlackRock Investment Management
Delaware
$31.6M +$4.55M +102,859 +18%
BAPIM
46
British Airways Pensions Investment Management
United Kingdom
$31.5M +$30.1M +681,537 New
Charles Schwab
47
Charles Schwab
California
$29.8M +$2.1M +47,401 +8%
TCIM
48
TIAA CREF Investment Management
New York
$29.2M -$1.43M -32,292 -5%
O
49
OppenheimerFunds
New York
$27.1M -$2.87M -65,016 -10%
UBS AM
50
UBS AM
Illinois
$25.7M +$1.69M +38,210 +7%

RJF Hedge Fund Activity: Q4 2016 in Review

395 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2016, worth a combined $6.84B — up 20% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RJF positions and 22 closed out — a net gain of 65 holders — while 126 added to existing stakes and 133 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $72.5M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 395 institutional investors held Raymond James Financial (RJF) as of Q4 2016, up from 335 in Q3 2016.
  • Funds reported $6.84B of Raymond James Financial stock for Q4 2016, up 20% quarter-over-quarter.
  • 87 funds opened new Raymond James Financial positions in Q4 2016 and 22 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2016 was Lord, Abbett & Co, an estimated $72.5M added.
  • The largest Raymond James Financial seller in Q4 2016 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.