We are live on ! Find out more
RJF icon

Raymond James Financial

521 hedge funds and large institutions have $9.41B invested in Raymond James Financial in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 170 increasing their positions, 206 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $14.4M

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

1% more funds holding

Funds holding: 517521 (+4)

0% more capital invested

Capital invested by funds: $9.4B → $9.41B (+$12.8M)

0.11% less ownership

Funds ownership: 108.42%108.31% (-0.11%)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 206

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
521
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
11.93%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
60
Increased
170
Reduced
206
Closed
49
Calls
$37.6M
Puts
$14.4M
Net Calls
+$23.2M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Junto Capital Management
New York
$79.5M +$18.9M +304,207 +30%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$77.6M -$7.57M -121,977 -9%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$77.5M +$315K +5,070 +0.4%
Norges Bank
29
Norges Bank
Norway
$75.9M +$770K +12,408 +1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$65.9M +$268K +4,325 +0.4%
AII
31
AGF Investments Inc
Ontario, Canada
$63.3M -$42.4M -682,756 -39%
Charles Schwab
32
Charles Schwab
California
$61.3M +$3.48M +56,061 +6%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$60.8M -$1.86M -30,000 -3%
AQR Capital Management
34
AQR Capital Management
Connecticut
$60.3M -$10.3M -166,174 -14%
Invesco
35
Invesco
Georgia
$59M +$32.8M +527,871 +114%
Millennium Management
36
Millennium Management
New York
$58.3M -$45.4M -731,691 -43%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$55.1M -$7.41M -119,336 -12%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$53.7M -$9.29M -149,721 -14%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$53.1M +$3.11M +50,167 +6%
Goldman Sachs
40
Goldman Sachs
New York
$51.7M -$37M -596,117 -41%
Legal & General Group
41
Legal & General Group
United Kingdom
$50.3M -$2.75M -44,325 -5%
Morgan Stanley
42
Morgan Stanley
New York
$46.9M +$13.2M +212,762 +37%
N
43
Nuveen
North Carolina
$46.4M -$6.57M -105,865 -12%
AAMU
44
Amundi Asset Management US
Massachusetts
$44.9M +$42.6M +686,331 +1,012%
TA
45
Teachers Advisors
New York
$43.8M -$1.13M -18,165 -2%
PCM
46
Palisade Capital Management
New Jersey
$43.2M +$6.07M +97,845 +16%
TCIM
47
TIAA CREF Investment Management
New York
$42.4M +$7.18M +115,662 +19%
PA
48
Pinnacle Associates
New York
$42M -$7.43M -119,799 -15%
Westfield Capital Management
49
Westfield Capital Management
Massachusetts
$39.6M +$4.84M +78,038 +13%
UBS AM
50
UBS AM
Illinois
$38.1M -$787K -12,677 -2%

RJF Hedge Fund Activity: Q2 2018 in Review

521 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2018, worth a combined $9.41B — up 0.14% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new RJF positions and 49 closed out — a net gain of 11 holders — while 170 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $183M. The largest seller was Eaton Vance Management, cutting an estimated $82.1M.

  • 521 institutional investors held Raymond James Financial (RJF) as of Q2 2018, up from 517 in Q1 2018.
  • Funds reported $9.41B of Raymond James Financial stock for Q2 2018, up 0.14% quarter-over-quarter.
  • 60 funds opened new Raymond James Financial positions in Q2 2018 and 49 closed out, a net change of +11 holders.
  • The largest Raymond James Financial buyer in Q2 2018 was Wellington Management Group, an estimated $183M added.
  • The largest Raymond James Financial seller in Q2 2018 was Eaton Vance Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q2 2018.