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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
RJA
51
Raymond James & Associates
Florida
$36.8M +$1.83M +29,479 +5%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$36.5M +$3.1M +49,886 +9%
Deutsche Bank
53
Deutsche Bank
Germany
$35.9M -$10.9M -175,344 -23%
EVM
54
Eaton Vance Management
Massachusetts
$32.4M -$82.1M -1,322,914 -71%
O
55
OppenheimerFunds
New York
$29.6M -$7.33M -118,048 -19%
PPA
56
Parametric Portfolio Associates
Washington
$25.8M -$415K -6,693 -2%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$25.7M -$1.84M -29,700 -6%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$25.6M +$295K +4,757 +1%
Macquarie Group
59
Macquarie Group
Australia
$25.5M -$1.05M -16,845 -4%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$23.6M +$129K +2,074 +0.5%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$23.1M +$8.63M +138,983 +56%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$22.7M +$298K +4,794 +1%
DAM
63
Davis Asset Management
California
$22.3M +$18.6M +300,000 +400%
AllianceBernstein
64
AllianceBernstein
Tennessee
$21.7M +$371K +5,973 +2%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$21.6M +$793K +12,786 +4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$21.4M -$442K -7,128 -2%
Federated Hermes
67
Federated Hermes
Pennsylvania
$21.2M -$724K -11,672 -3%
Barclays
68
Barclays
United Kingdom
$19.5M +$1.52M +24,525 +8%
IR
69
IAT Reinsurance
New York
$19.4M -$7.69M -123,975 -28%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$19M +$292K +4,703 +1%
UCFA
71
United Capital Financial Advisors
Texas
$19M -$661K -10,648 -3%
Asset Management One
72
Asset Management One
Japan
$18.8M -$11.2K -181 -0.1%
DDPIC
73
Deroy & Devereaux Private Investment Counsel
Michigan
$18.7M +$131K +2,108 +0.7%
Principal Financial Group
74
Principal Financial Group
Iowa
$17.5M -$580K -9,348 -3%
BC
75
Burney Company
Virginia
$17.3M +$488K +7,859 +3%

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.