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Raymond James Financial
RJF

517 hedge funds and large institutions have $9.4B invested in Raymond James Financial in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $12.2M

20% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 56

1% more funds holding

Funds holding: 511 → 517 (+6)

1.05% more ownership

Funds ownership: 107.38% → 108.42% (+1%)

2% more capital invested

Capital invested by funds: $9.23B → $9.4B (+$165M)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
11.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.25%
New
67
Increased
173
Reduced
192
Closed
56
Calls
$38.5M
Puts
$12.2M
Net Calls
+$26.3M
Net Calls Change
-$5.05M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$151M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$139M
3
HCM
Highfields Capital Management
Massachusetts
+$105M
4
EVM
Eaton Vance Management
Massachusetts
+$87.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$150M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$36.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$34M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$33.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$87.2M -$36.1M -580,033 -28%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$85M -$5.98M -96,060 -6%
RP
28
RR Partners
New York
$80.1M -$8.01M -128,700 -9%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$77.2M +$1.15M +18,505 +1%
Norges Bank
30
Norges Bank
Norway
$75.2M – – –
AQR Capital Management
31
AQR Capital Management
Connecticut
$70.3M -$33.1M -532,254 -31%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$66M +$20.4M +328,105 +42%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$65.7M +$153K +2,454 +0.2%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$62.6M -$34M -545,708 -34%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$62.6M – – –
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$61.6M +$45.7K +734 +0.1%
JCM
37
Junto Capital Management
New York
$61.4M +$19.1M +306,768 +42%
Charles Schwab
38
Charles Schwab
California
$58M +$2.46M +39,574 +4%
Legal & General Group
39
Legal & General Group
United Kingdom
$52.9M -$1.84M -29,499 -3%
N
40
Nuveen
North Carolina
$52.8M +$7.39M +118,795 +15%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$50.1M -$6.85M -110,086 -12%
PA
42
Pinnacle Associates
New York
$49.1M -$2.17M -34,879 -4%
Deutsche Bank
43
Deutsche Bank
Germany
$46.4M +$2.61M +41,870 +6%
TA
44
Teachers Advisors
New York
$44.9M -$2.43M -39,070 -5%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$44.7M -$1.23M -19,785 -3%
Prudential Financial
46
Prudential Financial
New Jersey
$40.6M +$3.76M +60,419 +10%
GC
47
Guggenheim Capital
Illinois
$39M -$2.02M -32,388 -5%
UBS AM
48
UBS AM
Illinois
$38.9M +$4.2M +67,494 +12%
PCM
49
Palisade Capital Management
New Jersey
$37.4M -$7.02M -112,848 -15%
O
50
OppenheimerFunds
New York
$36.7M +$2.44M +39,169 +7%
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RJF Hedge Fund Activity: Q1 2018 in Review

517 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2018, worth a combined $9.4B — up 1.8% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RJF positions and 56 closed out — a net gain of 11 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $151M. The largest seller was Bank of New York Mellon, cutting an estimated $150M.

  • 517 institutional investors held Raymond James Financial (RJF) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $9.4B of Raymond James Financial stock for Q1 2018, up 1.8% quarter-over-quarter.
  • 67 funds opened new Raymond James Financial positions in Q1 2018 and 56 closed out, a net change of +11 holders.
  • The largest Raymond James Financial buyer in Q1 2018 was Viking Global Investors, an estimated $151M added.
  • The largest Raymond James Financial seller in Q1 2018 was Bank of New York Mellon, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2018.