Raymond James Financial
356 hedge funds and large institutions have $6B invested in Raymond James Financial in 2015 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 137 increasing their positions, 118 reducing their positions, and 33 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
44% more call options, than puts
Call options by funds: $16.4M | Put options by funds: $11.4M
24% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 33
19% more capital invested
Capital invested by funds: $5.06B → $6B (+$941M)
16% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 118
2.35% more ownership
Funds ownership: 106.52% → 108.88% (+2.4%)
1% more funds holding
Funds holding: 351 → 356 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$189M |
| 2 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$53.5M |
| 3 |
RP
RR Partners
New York
|
+$39.1M |
| 4 |
JCM
Junto Capital Management
New York
|
+$36.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.4M |
| 2 |
Goldman Sachs
New York
|
-$59.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$56M |
| 4 |
SIM
Stelliam Investment Management
New York
|
-$19.8M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$17.9M |
RJF Hedge Fund Activity: Q4 2015 in Review
356 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2015, worth a combined $6B — up 19% from $5.06B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new RJF positions and 33 closed out — a net gain of 8 holders — while 137 added to existing stakes and 118 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $189M. The largest seller was Fidelity Investments, cutting an estimated $75.4M.
- 356 institutional investors held Raymond James Financial (RJF) as of Q4 2015, up from 351 in Q3 2015.
- Funds reported $6B of Raymond James Financial stock for Q4 2015, up 19% quarter-over-quarter.
- 41 funds opened new Raymond James Financial positions in Q4 2015 and 33 closed out, a net change of +8 holders.
- The largest Raymond James Financial buyer in Q4 2015 was Wellington Management Group, an estimated $189M added.
- The largest Raymond James Financial seller in Q4 2015 was Fidelity Investments, an estimated $75.4M sold.
Based on aggregated 13F filings for Q4 2015.