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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
Norges Bank
26
Norges Bank
Norway
$75.2M -$5.94M -103,080 -8%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$65.5M -$53.4K -927 -0.1%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$62.5M
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$61.4M +$605K +10,497 +1%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$61M -$55.4M -961,076 -48%
Ameriprise
31
Ameriprise
Minnesota
$60M -$1.66M -28,795 -3%
Millennium Management
32
Millennium Management
New York
$58.1M +$38.8M +673,660 +222%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$56.6M -$739K -12,824 -1%
Charles Schwab
34
Charles Schwab
California
$55.6M +$1.8M +31,226 +3%
Legal & General Group
35
Legal & General Group
United Kingdom
$54.7M -$527K -9,142 -1%
PA
36
Pinnacle Associates
New York
$51.2M -$3.83M -66,539 -7%
TA
37
Teachers Advisors
New York
$47.2M -$56.8K -986 -0.1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$46.4M -$9.43M -163,638 -17%
RCAMU
39
Rothschild & Co Asset Management US
Connecticut
$45.9M -$1.12M -19,524 -2%
N
40
Nuveen
North Carolina
$45.6M +$2.64M +45,777 +6%
PCM
41
Palisade Capital Management
New Jersey
$44M -$10.6M -183,985 -20%
Deutsche Bank
42
Deutsche Bank
Germany
$43.8M +$30M +521,403 +243%
JCM
43
Junto Capital Management
New York
$43.1M +$41.7M +723,911 New
GC
44
Guggenheim Capital
Illinois
$40.8M -$1.9M -32,994 -5%
CWAM
45
Columbia Wanger Asset Management
Illinois
$40.3M -$21.3M -369,829 -35%
Prudential Financial
46
Prudential Financial
New Jersey
$37M -$52.4M -909,786 -59%
Renaissance Technologies
47
Renaissance Technologies
New York
$36.7M +$35.5M +616,505 New
TCIM
48
TIAA CREF Investment Management
New York
$36.6M -$1.64M -28,402 -4%
Westfield Capital Management
49
Westfield Capital Management
Massachusetts
$35.1M -$30.8M -533,872 -48%
UBS AM
50
UBS AM
Illinois
$34.8M -$4.56M -79,116 -12%

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.