We are live on ! Find out more
RJF icon

Raymond James Financial

329 hedge funds and large institutions have $4.77B invested in Raymond James Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 119

7% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $15.6M

1.47% less ownership

Funds ownership: 108.88%107.41% (-1.5%)

8% less funds holding

Funds holding: 356329 (-27)

21% less capital invested

Capital invested by funds: $6B → $4.77B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

Holders
329
Holders Change
-27
Holders Change %
-7.58%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
30
Increased
128
Reduced
119
Closed
56
Calls
$14.5M
Puts
$15.6M
Net Calls
-$1.16M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$16.1M +$721K +23,488 +5%
Ameriprise
52
Ameriprise
Minnesota
$16M -$509K -16,569 -3%
PCMF
53
Private Capital Management (Florida)
Florida
$15.9M +$608K +19,818 +4%
RJA
54
Raymond James & Associates
Florida
$15.6M +$90.7K +2,955 +0.6%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$14.9M -$1.47M -47,950 -9%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$14.8M +$82.9K +2,700 +0.6%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$14.6M +$948K +30,876 +7%
IGIM
58
I.G. Investment Management
Manitoba, Canada
$14.5M +$157K +5,128 +1%
MPAM
59
Monarch Partners Asset Management
Massachusetts
$13.6M +$7.03M +228,885 +114%
DDPIC
60
Deroy & Devereaux Private Investment Counsel
Michigan
$13.5M +$898K +29,262 +7%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$13.3M +$1.6M +52,182 +14%
RIM
62
RS Investment Management
California
$13.1M
UBS AM
63
UBS AM
Illinois
$12.6M -$2.38M -77,478 -16%
AIG
64
American International Group
New York
$11.8M +$52.8K +1,720 +0.5%
HHC
65
Hutchin Hill Capital
New York
$10.8M +$10.5M +341,228 New
UCFA
66
United Capital Financial Advisors
Texas
$10.7M +$414K +13,482 +4%
MTB
67
Mizuho Trust & Banking
Japan
$9.55M +$139K +4,523 +2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$9.4M +$255K +8,310 +3%
SSA
69
South Street Advisors
New York
$9.37M +$220K +7,155 +2%
BC
70
Burney Company
Virginia
$8.94M -$484K -15,768 -5%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$8.43M +$249K +8,100 +3%
Deutsche Bank
72
Deutsche Bank
Germany
$8.4M -$14.6M -476,464 -64%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$8.31M +$79.5K +2,590 +1%
NC
74
Nicholas Company
Wisconsin
$8.15M +$46K +1,500 +0.6%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.13M +$148K +4,831 +2%

RJF Hedge Fund Activity: Q1 2016 in Review

329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2016, worth a combined $4.77B — down 21% from $6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of RJF and 30 opened new positions — a net loss of 26 holders — while 119 trimmed existing stakes and 128 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $116M.

  • 329 institutional investors held Raymond James Financial (RJF) as of Q1 2016, down from 356 in Q4 2015.
  • Funds reported $4.77B of Raymond James Financial stock for Q1 2016, down 21% quarter-over-quarter.
  • 30 funds opened new Raymond James Financial positions in Q1 2016 and 56 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2016 was JP Morgan Chase, an estimated $93.6M added.
  • The largest Raymond James Financial seller in Q1 2016 was Wells Fargo, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2016.