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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$38.6M +$920K +14,928 +2%
PA
52
Pinnacle Associates
New York
$37.3M -$5.97M -96,900 -14%
EVM
53
Eaton Vance Management
Massachusetts
$34.1M +$800K +12,987 +2%
Millennium Management
54
Millennium Management
New York
$32.9M -$27.3M -443,272 -45%
PI
55
Putnam Investments
Massachusetts
$30.4M +$13.3M +215,931 +77%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$28.1M +$5.87M +95,261 +26%
DAM
57
Davis Asset Management
California
$27.6M +$4.62M +75,000 +20%
PPA
58
Parametric Portfolio Associates
Washington
$27.6M +$1.02M +16,477 +4%
Macquarie Group
59
Macquarie Group
Australia
$27.2M +$890K +14,451 +3%
PAM
60
Panagora Asset Management
Massachusetts
$26.6M +$14.5M +235,186 +119%
Deutsche Bank
61
Deutsche Bank
Germany
$26.4M -$10.7M -173,045 -29%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$26.3M -$144K -2,337 -0.5%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$26.1M -$324K -5,261 -1%
O
64
OppenheimerFunds
New York
$25.3M -$5.22M -84,771 -17%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$24M +$645K +10,461 +3%
AllianceBernstein
66
AllianceBernstein
Tennessee
$22.4M +$49.2K +799 +0.2%
Federated Hermes
67
Federated Hermes
Pennsylvania
$22.2M +$377K +6,113 +2%
AC
68
Ascend Capital
California
$21.9M +$22M +356,354 New
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$21.8M -$278K -4,506 -1%
IR
70
IAT Reinsurance
New York
$20M
Asset Management One
71
Asset Management One
Japan
$19.9M +$571K +9,265 +3%
MCM
72
Maltese Capital Management
New York
$19.8M +$6.95M +112,800 +54%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$19.6M +$2.83K +46 +0%
UCFA
74
United Capital Financial Advisors
Texas
$19.6M -$3.7K -60 -0%
DDPIC
75
Deroy & Devereaux Private Investment Counsel
Michigan
$19.3M +$78.1K +1,267 +0.4%

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.