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Raymond James Financial

492 hedge funds and large institutions have $9.76B invested in Raymond James Financial in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 167 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.41B → $9.76B (+$355M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.11% less ownership

Funds ownership: 108.31%108.2% (-0.11%)

6% less funds holding

Funds holding: 521492 (-29)

14% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 194

43% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 61

44% less call options, than puts

Call options by funds: $38.4M | Put options by funds: $69.2M

Holders
492
Holders Change
-29
Holders Change %
-5.57%
% of All Funds
11.25%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
35
Increased
167
Reduced
194
Closed
61
Calls
$38.4M
Puts
$69.2M
Net Calls
-$30.8M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$84.5M +$4.71M +76,484 +6%
FC
27
Fairpointe Capital
Illinois
$83.4M -$20.6K -334 -0%
Norges Bank
28
Norges Bank
Norway
$79.3M +$1.03M +16,653 +1%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$75.8M +$35.1M +569,305 +86%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$71.8M +$3.84M +62,352 +6%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$71M -$8.98M -145,752 -11%
Charles Schwab
32
Charles Schwab
California
$66.9M +$3.67M +59,562 +6%
AII
33
AGF Investments Inc
Ontario, Canada
$66M +$794K +12,886 +1%
Invesco
34
Invesco
Georgia
$65.1M +$4.34M +70,475 +7%
RP
35
RR Partners
New York
$60.2M -$21.8M -354,558 -27%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$59.8M -$2.77M -45,000 -4%
AAMU
37
Amundi Asset Management US
Massachusetts
$57.8M +$11.5M +187,141 +25%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$55.4M -$706K -11,460 -1%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$54.3M -$377K -6,111 -0.7%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$53.4M -$1.9M -30,808 -3%
Legal & General Group
41
Legal & General Group
United Kingdom
$52.5M +$701K +11,385 +1%
Morgan Stanley
42
Morgan Stanley
New York
$50.8M +$2.47M +40,093 +5%
N
43
Nuveen
North Carolina
$50M +$2.13M +34,546 +4%
Goldman Sachs
44
Goldman Sachs
New York
$45.6M -$7.72M -125,301 -14%
TA
45
Teachers Advisors
New York
$44.2M -$991K -16,079 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$41.6M +$35.9M +582,717 +610%
RJA
47
Raymond James & Associates
Florida
$41.1M +$3.25M +52,788 +9%
PCM
48
Palisade Capital Management
New Jersey
$40.6M -$3.9M -63,375 -9%
UBS AM
49
UBS AM
Illinois
$39M -$245K -3,979 -0.6%
TCIM
50
TIAA CREF Investment Management
New York
$38.9M -$4.89M -79,308 -11%

RJF Hedge Fund Activity: Q3 2018 in Review

492 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2018, worth a combined $9.76B — up 3.8% from $9.41B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RJF and 35 opened new positions — a net loss of 26 holders — while 194 trimmed existing stakes and 167 added.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $192M. The largest seller was Viking Global Investors, cutting an estimated $168M.

  • 492 institutional investors held Raymond James Financial (RJF) as of Q3 2018, down from 521 in Q2 2018.
  • Funds reported $9.76B of Raymond James Financial stock for Q3 2018, up 3.8% quarter-over-quarter.
  • 35 funds opened new Raymond James Financial positions in Q3 2018 and 61 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q3 2018 was Brave Warrior Advisors, an estimated $192M added.
  • The largest Raymond James Financial seller in Q3 2018 was Viking Global Investors, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2018.