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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
ACS
501
Archford Capital Strategies
Illinois
$5K
HR
502
Howe & Rusling
New York
$4K -$17.6K -283 -81%
GRP
503
Global Retirement Partners
California
$4K -$1.8K -29 -28%
AC
504
Avestar Capital
New York
$4K -$931 -15 -12%
CIM
505
Contravisory Investment Management
Massachusetts
$4K
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$4K
TWA
507
TCI Wealth Advisors
Arizona
$4K +$2.98K +48 +185%
LFA
508
Legacy Financial Advisors
Kentucky
$3K +$2.05K +33 +300%
VCM
509
Vigilant Capital Management
Maine
$3K +$2.73K +44 New
EMG
510
ETF Managers Group
New Jersey
$2.45K +$2.57M +41,373 New
Bessemer Group
511
Bessemer Group
New Jersey
$2K
OFW
512
Omnia Family Wealth
Florida
$2K
GEA
513
Glen Eagle Advisors
New Jersey
$1.07K -$124 -2 -10%
CMBA
514
C.M. Bidwell & Associates
Hawaii
$1K -$42.3K -682 -98%
GWS
515
Glassman Wealth Services
Virginia
$1K
IAS
516
IMA Advisory Services
Colorado
$1K +$559 +9 New
NA
517
NewEdge Advisors
Louisiana
$298 +$9.68K +156 +3%
AIL
518
AGF Investments LLC
Ontario, Canada
$35 +$37.2K +599 New
FRA
519
Front Row Advisors
California
$27
Renaissance Technologies
520
Renaissance Technologies
New York
-$13.7M -229,946 Closed
PFMOSF
521
Philadelphia Financial Management of San Francisco
California
-$9.39M -157,598 Closed
TCM
522
Twin Capital Management
Pennsylvania
-$6.5M -109,095 Closed
NC
523
Northpointe Capital
Michigan
-$3.92M -65,682 Closed
3C
524
361 Capital
Colorado
-$2.61M -43,790 Closed
BA
525
Bridgewater Associates
Connecticut
-$1.86M -31,178 Closed

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.