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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
PA
476
Parallel Advisors
California
$13K
CHP
477
Cable Hill Partners
Oregon
$11K
CBOA
478
Commonwealth Bank of Australia
Australia
$11K +$3.28K +57 +38%
AWA
479
Acorn Wealth Advisors
Michigan
$11K +$3.57K +62 New
KA
480
Kaizen Advisory
Illinois
$11K +$10.7K +185 New
M
481
MOTCO
Texas
$9K
WAP
482
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.64K +150 New
FMA
483
FNY Managed Accounts
New York
$8K -$25.6K -445 -75%
PFSC
484
Peoples Financial Services Corp
Pennsylvania
$7K
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$6K
FHA
486
First Horizon Advisors
Tennessee
$6K
GT
487
Greenleaf Trust
Michigan
$6K
TL
488
TrueWealth LLC
Georgia
$6K +$6.22K +108 New
BL
489
Balentine LLC
Georgia
$5K
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$5K
VFA
491
Valeo Financial Advisors
Indiana
$5K +$58 +1 +1%
AC
492
Avestar Capital
New York
$5K +$6.05K +105 New
CIM
493
Contravisory Investment Management
Massachusetts
$4K
QCG
494
Quadrant Capital Group
Ohio
$4K
FMII
495
Farmers & Merchants Investments Inc
Nebraska
$4K +$403 +7 +12%
LWA
496
Lenox Wealth Advisors
New York
$4K +$3.8K +66 New
GRP
497
Global Retirement Partners
California
$3K +$2.71K +47 New
PMFA
498
Plante Moran Financial Advisors
Michigan
$3K +$3.11K +54 New
IWM
499
IHT Wealth Management
Illinois
$2K
OFW
500
Omnia Family Wealth
Florida
$2K

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.