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Raymond James Financial
RJF

335 hedge funds and large institutions have $5.69B invested in Raymond James Financial in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $3.79M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

14% more capital invested

Capital invested by funds: $4.98B → $5.69B (+$711M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 343 → 335 (-8)

2.89% less ownership

Funds ownership: 107.09% → 104.2% (-2.9%)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
335
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.94%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
36
Increased
110
Reduced
139
Closed
38
Calls
$23.1M
Puts
$3.79M
Net Calls
+$19.3M
Net Calls Change
+$17M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$39M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$15.8M
3
Boston Partners
Boston Partners
Massachusetts
+$14.8M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$14.5M
5
BFA
BlackRock Fund Advisors
California
+$14M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.3M
2
SIM
Stelliam Investment Management
New York
-$43.8M
3
FCM
Frontier Capital Management
Massachusetts
-$29.2M
4
Macquarie Group
Macquarie Group
Australia
-$21.9M
5
Goldman Sachs
Goldman Sachs
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
76
BlackRock
New York
$11.3M +$495K +13,431 +5%
SSA
77
South Street Advisors
New York
$11.3M -$302K -8,183 -3%
NC
78
Nicholas Company
Wisconsin
$11.1M -$20.7K -563 -0.2%
BC
79
Burney Company
Virginia
$10.9M -$106K -2,876 -1%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$10.5M -$24.9K -675 -0.2%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M +$136K +3,677 +1%
BJ
82
BlackRock Japan
Japan
$9.9M +$106K +2,884 +1%
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.89M +$320K +8,685 +4%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$9.84M – – –
BA
85
BlackRock Advisors
Delaware
$9.04M -$5.67K -154 -0.1%
RJT
86
Raymond James Trust
Florida
$8.74M +$504K +13,684 +6%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$8.57M -$620K -16,836 -7%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$7.36M +$2.53M +68,760 +57%
AllianceBernstein
89
AllianceBernstein
Tennessee
$7.21M -$260K -7,050 -4%
Legal & General Group
90
Legal & General Group
United Kingdom
$6.99M +$168K +4,548 +3%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$6.91M +$104K +2,809 +2%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$6.88M -$2.98K -81 -0%
Invesco
93
Invesco
Georgia
$6.47M -$941K -25,531 -13%
Allianz Asset Management
94
Allianz Asset Management
Germany
$6.3M -$591K -16,050 -9%
ECP
95
Elk Creek Partners
Colorado
$6.05M -$218K -5,915 -4%
SEI Investments
96
SEI Investments
Pennsylvania
$5.98M -$23.5K -639 -0.4%
MOACM
97
Mutual of America Capital Management
New York
$5.98M +$84.5K +2,293 +2%
US Bancorp
98
US Bancorp
Minnesota
$5.96M +$1.75M +47,559 +45%
Canada Life
99
Canada Life
Manitoba, Canada
$5.66M +$186K +5,056 +4%
TPSF
100
Texas Permanent School Fund
Texas
$5.59M -$14K -381 -0.3%
2 3
4
5 6

RJF Hedge Fund Activity: Q3 2016 in Review

335 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2016, worth a combined $5.69B — up 14% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RJF and 36 opened new positions — a net loss of 2 holders — while 139 trimmed existing stakes and 110 added.

The largest buyer was JP Morgan Chase, adding an estimated $39M. The largest seller was Fidelity Investments, cutting an estimated $85.3M.

  • 335 institutional investors held Raymond James Financial (RJF) as of Q3 2016, down from 343 in Q2 2016.
  • Funds reported $5.69B of Raymond James Financial stock for Q3 2016, up 14% quarter-over-quarter.
  • 36 funds opened new Raymond James Financial positions in Q3 2016 and 38 closed out, a net change of -2 holders.
  • The largest Raymond James Financial buyer in Q3 2016 was JP Morgan Chase, an estimated $39M added.
  • The largest Raymond James Financial seller in Q3 2016 was Fidelity Investments, an estimated $85.3M sold.

Based on aggregated 13F filings for Q3 2016.