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Raymond James Financial

432 hedge funds and large institutions have $8.17B invested in Raymond James Financial in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $8.81M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $7.76B → $8.17B (+$412M)

4% more funds holding

Funds holding: 414432 (+18)

5% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 155

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.34% less ownership

Funds ownership: 106.44%106.1% (-0.34%)

Holders
432
Holders Change
+18
Holders Change %
+4.35%
% of All Funds
10.77%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
48
Increased
162
Reduced
155
Closed
27
Calls
$33.8M
Puts
$8.81M
Net Calls
+$25M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$79.1M +$6.72M +133,467 +10%
Viking Global Investors
27
Viking Global Investors
Connecticut
$76.7M +$72.2M +1,434,477 New
Bank of America
28
Bank of America
North Carolina
$73M +$861K +17,095 +1%
Norges Bank
29
Norges Bank
Norway
$73M -$3.22M -64,022 -4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$68.4M -$2.15M -42,793 -3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$66.4M +$15M +297,943 +32%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$64.2M -$69.7M -1,384,383 -54%
CWAM
33
Columbia Wanger Asset Management
Illinois
$60.7M -$23.4M -463,924 -29%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$58.6M +$121K +2,412 +0.2%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$56.2M
PCM
36
Palisade Capital Management
New Jersey
$55.2M -$2.06M -40,932 -4%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$54.9M +$1.7M +33,834 +3%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$52.2M +$10.4M +206,325 +27%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$51M -$844K -16,771 -2%
PA
40
Pinnacle Associates
New York
$50.8M -$1.71M -33,896 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$48.1M +$5.24M +104,184 +13%
TA
42
Teachers Advisors
New York
$47.5M -$302K -6,009 -0.7%
N
43
Nuveen
North Carolina
$47.2M -$3.01M -59,732 -6%
Charles Schwab
44
Charles Schwab
California
$44.8M -$3.67M -72,971 -8%
NFA
45
Nationwide Fund Advisors
Ohio
$43.6M -$6.31M -125,287 -13%
RCAMU
46
Rothschild & Co Asset Management US
Connecticut
$42.4M +$20.7M +411,747 +108%
Ameriprise
47
Ameriprise
Minnesota
$38.1M +$29.6M +587,551 +489%
GC
48
Guggenheim Capital
Illinois
$37.6M -$1.4M -27,732 -4%
Victory Capital Management
49
Victory Capital Management
Texas
$36.2M +$7.25M +144,063 +27%
UBS AM
50
UBS AM
Illinois
$36M +$3.28M +65,068 +11%

RJF Hedge Fund Activity: Q2 2017 in Review

432 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2017, worth a combined $8.17B — up 5.3% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RJF positions and 27 closed out — a net gain of 21 holders — while 162 added to existing stakes and 155 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $72.2M. The largest seller was Westpac Banking Corp, cutting an estimated $96.5M.

  • 432 institutional investors held Raymond James Financial (RJF) as of Q2 2017, up from 414 in Q1 2017.
  • Funds reported $8.17B of Raymond James Financial stock for Q2 2017, up 5.3% quarter-over-quarter.
  • 48 funds opened new Raymond James Financial positions in Q2 2017 and 27 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q2 2017 was Viking Global Investors, an estimated $72.2M added.
  • The largest Raymond James Financial seller in Q2 2017 was Westpac Banking Corp, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2017.