Raymond James Financial
455 hedge funds and large institutions have $8.57B invested in Raymond James Financial in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 167 reducing their positions, and 28 closing their positions.
244% more call options, than puts
Call options by funds: $36.2M | Put options by funds: $10.5M
111% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 28
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% more funds holding
Funds holding: 432 → 455 (+23)
5% more capital invested
Capital invested by funds: $8.17B → $8.57B (+$395M)
0.25% less ownership
Funds ownership: 106.1% → 105.84% (-0.25%)
10% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$182M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.5M |
| 3 |
Goldman Sachs
New York
|
+$23.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$60.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$44.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$43.4M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$37.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
William Blair & Company
Chicago,
Illinois
| – | -$226K | -4,229 | Closed |
|
|
BWA
477
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$150K | -2,808 | Closed |
|
|
DBT
478
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$104K | -1,950 | Closed |
|
|
FIB
479
First Interstate Bank
Billings,
Montana
| – | -$40K | -756 | Closed |
|
|
FPFS
480
First Personal Financial Services
Charlotte,
North Carolina
| – | -$16K | -305 | Closed |
|
|
DADC
481
D.A. Davidson & Co
Great Falls,
Montana
| – | -$8K | -150 | Closed |
|
|
NA
482
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.64K | -48 | Closed |
|
RJF Hedge Fund Activity: Q3 2017 in Review
455 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2017, worth a combined $8.57B — up 4.8% from $8.17B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new RJF positions and 28 closed out — a net gain of 31 holders — while 151 added to existing stakes and 167 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $182M. The largest seller was Bank of Montreal, cutting an estimated $60.5M.
- 455 institutional investors held Raymond James Financial (RJF) as of Q3 2017, up from 432 in Q2 2017.
- Funds reported $8.57B of Raymond James Financial stock for Q3 2017, up 4.8% quarter-over-quarter.
- 59 funds opened new Raymond James Financial positions in Q3 2017 and 28 closed out, a net change of +31 holders.
- The largest Raymond James Financial buyer in Q3 2017 was Viking Global Investors, an estimated $182M added.
- The largest Raymond James Financial seller in Q3 2017 was Bank of Montreal, an estimated $60.5M sold.
Based on aggregated 13F filings for Q3 2017.