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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
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$15K
SF
477
Synovus Financial
Georgia
$14K -$574K -9,243 -98%
LJHT
478
Laurie J. Hall Trustee
$14K
MBT
479
Monroe Bank & Trust
Michigan
$14K
ST
480
Smithfield Trust
Pennsylvania
$14K +$7.45K +120 +106%
FAM
481
Fred Alger Management
New York
$13K
PA
482
Parallel Advisors
California
$13K +$3.66K +59 +36%
MSE
483
MUFG Securities EMEA
United Kingdom
$13K +$13.5K +218 New
LWA
484
Lenox Wealth Advisors
New York
$12K -$4.1K -66 -24%
CIA
485
CSat Investment Advisory
Michigan
$12K +$12.2K +197 New
AWA
486
Acorn Wealth Advisors
Michigan
$11K
CHP
487
Cable Hill Partners
Oregon
$11K +$62 +1 +0.5%
FIA
488
FNY Investment Advisers
New York
$10K +$11.4K +183 New
LF
489
Lee Financial
Texas
$9K
M
490
MOTCO
Texas
$9K
WAP
491
Wealthcare Advisory Partners
Pennsylvania
$9K
QCIG
492
Quad-Cities Investment Group
Iowa
$9K +$9.31K +150 New
PFBT
493
Parkside Financial Bank & Trust
Missouri
$8K -$3.97K -64 -30%
PFSC
494
Peoples Financial Services Corp
Pennsylvania
$7K
Carson Wealth (CWM LLC)
495
Carson Wealth (CWM LLC)
Nebraska
$6K
FHA
496
First Horizon Advisors
Tennessee
$6K
TL
497
TrueWealth LLC
Georgia
$6K
CF
498
Centaurus Financial
California
$6K +$6.45K +104 New
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$6.7K +108 New
VFA
500
Valeo Financial Advisors
Indiana
$5K -$9.49K -153 -63%

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.