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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
PCM
526
Piermont Capital Management
Missouri
-$420K -7,050 Closed
KC
527
Kepos Capital
New York
-$361K -6,059 Closed
GH
528
GAM Holding
Switzerland
-$334K -5,603 Closed
BFG
529
Beacon Financial Group
Texas
-$304K -5,099 Closed
GAM
530
Gotham Asset Management
New York
-$303K -5,090 Closed
NA
531
NewEdge Advisors
Louisiana
-$298 -4,944 Closed
BS
532
Banco Santander
Spain
-$294K -4,931 Closed
KM
533
Kalos Management
Georgia
-$263K -4,425 Closed
CWA
534
Clarus Wealth Advisors
Arizona
-$239K -4,014 Closed
JG
535
Jefferies Group
New York
-$230K -3,864 Closed
IRF
536
IBM Retirement Fund
New York
-$222K -3,728 Closed
GT
537
Greenleaf Trust
Michigan
-$217K -3,641 Closed
SAM
538
Silvercrest Asset Management
New York
-$215K -3,603 Closed
NCM
539
Noesis Capital Mangement
Florida
-$214K -3,600 Closed
Fuller & Thaler Asset Management
540
Fuller & Thaler Asset Management
California
-$80K -1,350 Closed
PFA
541
Pathway Financial Advisors
Vermont
-$77K -1,293 Closed
AIL
542
AGF Investments LLC
Ontario, Canada
-$35 -599 Closed
BBA
543
Braun-Bostich & Associates
Pennsylvania
-$25K -414 Closed
MBT
544
Monroe Bank & Trust
Michigan
-$14K -230 Closed
FAM
545
Fred Alger Management
New York
-$13K -215 Closed
LWA
546
Lenox Wealth Advisors
New York
-$12K -206 Closed
FIA
547
FNY Investment Advisers
New York
-$11.3K -183 Closed
LF
548
Lee Financial
Texas
-$9K -147 Closed
CF
549
Centaurus Financial
California
-$6K -104 Closed
AWA
550
Acorn Wealth Advisors
Michigan
-$11K -62 Closed

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.