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Raymond James Financial

414 hedge funds and large institutions have $7.76B invested in Raymond James Financial in 2017 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $6.95M

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $6.84B → $7.76B (+$915M)

5% more funds holding

Funds holding: 395414 (+19)

2.06% more ownership

Funds ownership: 104.37%106.44% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

18% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 163

Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
10.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
133
Reduced
163
Closed
41
Calls
$33.8M
Puts
$6.95M
Net Calls
+$26.8M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$72.7M -$5.97M -117,416 -8%
Norges Bank
27
Norges Bank
Norway
$72.7M -$15.9M -312,396 -18%
Bank of America
28
Bank of America
North Carolina
$68.6M +$8.03M +157,718 +13%
CAM
29
Congress Asset Management
Massachusetts
$68.4M +$4.43M +86,989 +7%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$67.2M +$7.22M +141,978 +12%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$55.6M +$4M +78,637 +8%
PCM
32
Palisade Capital Management
New Jersey
$54.5M -$2.18M -42,756 -4%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$53.4M
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$50.2M -$1.49M -29,282 -3%
PA
35
Pinnacle Associates
New York
$50M -$2.26M -44,443 -4%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$49.3M +$51 +1 +0%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$48M +$47M +923,393 +4,546%
N
38
Nuveen
North Carolina
$47.9M -$1.74M -34,245 -4%
NFA
39
Nationwide Fund Advisors
Ohio
$47.8M -$21.6M -424,337 -31%
Charles Schwab
40
Charles Schwab
California
$46.3M +$13.5M +264,413 +41%
TA
41
Teachers Advisors
New York
$45.5M +$9.76M +191,810 +27%
Legal & General Group
42
Legal & General Group
United Kingdom
$40.4M +$30M +589,787 +287%
Westfield Capital Management
43
Westfield Capital Management
Massachusetts
$39.1M -$10.3M -201,922 -21%
GC
44
Guggenheim Capital
Illinois
$37.1M +$32.1M +631,618 +643%
JHIU
45
Janus Henderson Investors US
Colorado
$33.4M +$30.3M +595,502 +976%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$31.9M -$3.3M -64,914 -9%
TCIM
47
TIAA CREF Investment Management
New York
$31.7M -$430K -8,460 -1%
BAPIM
48
British Airways Pensions Investment Management
United Kingdom
$31.6M -$3.02M -59,394 -9%
UBS AM
49
UBS AM
Illinois
$30.9M +$2.65M +52,050 +9%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$28.2M +$1.29M +25,395 +5%

RJF Hedge Fund Activity: Q1 2017 in Review

414 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2017, worth a combined $7.76B — up 13% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RJF positions and 41 closed out — a net gain of 26 holders — while 133 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $622M. The largest seller was Millennium Management, cutting an estimated $48.6M.

  • 414 institutional investors held Raymond James Financial (RJF) as of Q1 2017, up from 395 in Q4 2016.
  • Funds reported $7.76B of Raymond James Financial stock for Q1 2017, up 13% quarter-over-quarter.
  • 67 funds opened new Raymond James Financial positions in Q1 2017 and 41 closed out, a net change of +26 holders.
  • The largest Raymond James Financial buyer in Q1 2017 was BlackRock, an estimated $622M added.
  • The largest Raymond James Financial seller in Q1 2017 was Millennium Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2017.