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Raymond James Financial

511 hedge funds and large institutions have $9.23B invested in Raymond James Financial in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $9.88M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

12% more funds holding

Funds holding: 455511 (+56)

8% more capital invested

Capital invested by funds: $8.57B → $9.23B (+$664M)

1.54% more ownership

Funds ownership: 105.84%107.38% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

Holders
511
Holders Change
+56
Holders Change %
+12.31%
% of All Funds
11.59%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
93
Increased
172
Reduced
169
Closed
34
Calls
$41.2M
Puts
$9.88M
Net Calls
+$31.3M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
O
51
OppenheimerFunds
New York
$34.3M +$4.29M +74,517 +15%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$33.5M -$841K -14,591 -3%
RJA
53
Raymond James & Associates
Florida
$32.8M +$682K +11,831 +2%
Citadel Advisors
54
Citadel Advisors
Florida
$32.8M -$20.7M -358,760 -39%
Victory Capital Management
55
Victory Capital Management
Texas
$32.3M -$957K -16,613 -3%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.2M +$8.45M +146,662 +37%
Invesco
57
Invesco
Georgia
$29.1M +$2.83M +49,095 +11%
EVM
58
Eaton Vance Management
Massachusetts
$27.7M +$25.3M +439,296 +1,653%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$27.4M -$49.1K -852 -0.2%
MWNA
60
Marshall Wace North America
New York
$27.2M +$26.3M +457,220 New
Macquarie Group
61
Macquarie Group
Australia
$27M -$59.8K -1,037 -0.2%
IR
62
IAT Reinsurance
New York
$26.8M
PPA
63
Parametric Portfolio Associates
Washington
$24.8M +$8.64M +149,868 +56%
Morgan Stanley
64
Morgan Stanley
New York
$24.7M -$1.63M -28,296 -6%
TCGI
65
Three Corner Global Investors
New York
$24.4M +$11.1M +192,900 +89%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$23.8M -$1.68M -29,211 -7%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$23.4M +$1.45M +25,200 +7%
First Trust Advisors
68
First Trust Advisors
Illinois
$23.4M -$4.49M -77,963 -17%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$23.4M +$74.8K +1,299 +0.3%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$23.4M +$15.4M +266,604 +212%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$22.5M +$874K +15,161 +4%
TCM
72
Tran Capital Management
California
$22.3M -$2.55M -44,304 -11%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$22.2M -$589K -10,215 -3%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$21.9M +$229K +3,983 +1%
Loomis, Sayles & Company
75
Loomis, Sayles & Company
Massachusetts
$21M +$981K +17,034 +5%

RJF Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2017, worth a combined $9.23B — up 7.8% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new RJF positions and 34 closed out — a net gain of 59 holders — while 172 added to existing stakes and 169 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $135M. The largest seller was Bank of New York Mellon, cutting an estimated $88.2M.

  • 511 institutional investors held Raymond James Financial (RJF) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $9.23B of Raymond James Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 93 funds opened new Raymond James Financial positions in Q4 2017 and 34 closed out, a net change of +59 holders.
  • The largest Raymond James Financial buyer in Q4 2017 was Viking Global Investors, an estimated $135M added.
  • The largest Raymond James Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $88.2M sold.

Based on aggregated 13F filings for Q4 2017.