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Raymond James Financial
RJF

499 hedge funds and large institutions have $8.02B invested in Raymond James Financial in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 37

8% more funds holding

Funds holding: 463 → 499 (+36)

8% more capital invested

Capital invested by funds: $7.46B → $8.02B (+$564M)

0.33% more ownership

Funds ownership: 105.74% → 106.08% (+0.33%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

19% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $32.5M

23% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 192

Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
10.8%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
79
Increased
147
Reduced
192
Closed
37
Calls
$26.4M
Puts
$32.5M
Net Calls
-$6.09M
Net Calls Change
-$12.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M
2
Millennium Management
Millennium Management
New York
+$106M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.9M
5
Primecap Management
Primecap Management
California
+$35.8M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$186M
2
Morgan Stanley
Morgan Stanley
New York
-$86.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.6M
5
Wells Fargo
Wells Fargo
California
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
526
Fort LP
Maryland
– -$110K -2,223 Closed
PWMG
527
Prestige Wealth Management Group
New Jersey
– -$7K -144 Closed
KL
528
KWMG LLC
Kansas
– -$4K -77 Closed
WANY
529
Wealthspire Advisors (New York)
New York
– -$2K -48 Closed
SIS
530
Sound Income Strategies
Florida
– -$2K -47 Closed
BCA
531
Berman Capital Advisors
Georgia
– -$2.41K -45 -90%
PMFA
532
Plante Moran Financial Advisors
Michigan
– -$2K -41 Closed
FTI
533
Fiduciary Trust International
Massachusetts
– -$1K -30 Closed
18 19 20 21
22

RJF Hedge Fund Activity: Q1 2019 in Review

499 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2019, worth a combined $8.02B — up 7.6% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 37 closed out — a net gain of 42 holders — while 147 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $134M. The largest seller was Viking Global Investors, exiting entirely with an estimated $186M sold.

  • 499 institutional investors held Raymond James Financial (RJF) as of Q1 2019, up from 463 in Q4 2018.
  • Funds reported $8.02B of Raymond James Financial stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q1 2019 and 37 closed out, a net change of +42 holders.
  • The largest Raymond James Financial buyer in Q1 2019 was Wellington Management Group, an estimated $134M added.
  • The largest Raymond James Financial seller in Q1 2019 was Viking Global Investors, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.