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Raymond James Financial

395 hedge funds and large institutions have $6.84B invested in Raymond James Financial in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $3.71M

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $5.69B → $6.84B (+$1.15B)

18% more funds holding

Funds holding: 335395 (+60)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.17% more ownership

Funds ownership: 104.2%104.37% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 133

Holders
395
Holders Change
+60
Holders Change %
+17.91%
% of All Funds
9.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
87
Increased
126
Reduced
133
Closed
22
Calls
$41.1M
Puts
$3.71M
Net Calls
+$37.3M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$15M -$218K -4,923 -1%
BlackRock
77
BlackRock
New York
$14.8M +$1.23M +27,730 +9%
CS
78
Credit Suisse
Switzerland
$14.4M +$243K +5,487 +2%
BC
79
Burney Company
Virginia
$12.8M -$229K -5,176 -2%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.5M -$857K -19,393 -8%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$12.4M -$81.5K -1,845 -0.7%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M -$39.6K -897 -0.3%
RIM
83
Rainier Investment Management
Washington
$11.9M +$11.4M +258,390 New
BJ
84
BlackRock Japan
Japan
$11.9M +$79.4K +1,797 +0.7%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$11.8M +$106K +2,400 +0.9%
SSA
86
South Street Advisors
New York
$11.5M -$1.92M -43,335 -15%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$10.9M +$646K +14,623 +7%
RJT
88
Raymond James Trust
Florida
$10.4M +$3.18K +72 +0%
First Trust Advisors
89
First Trust Advisors
Illinois
$10M +$3.66M +82,707 +62%
PPA
90
Parametric Portfolio Associates
Washington
$9.77M +$3.22M +72,813 +52%
Legal & General Group
91
Legal & General Group
United Kingdom
$9.51M +$1.13M +25,536 +14%
NC
92
Nicholas Company
Wisconsin
$9.06M -$3.99M -90,202 -32%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$8.76M +$7.96K +180 +0.1%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$8.18M -$14.6K -330 -0.2%
IGIM
95
I.G. Investment Management
Manitoba, Canada
$7.81M -$15M -339,100 -67%
Canada Life
96
Canada Life
Manitoba, Canada
$7.58M +$792K +17,928 +12%
MOACM
97
Mutual of America Capital Management
New York
$7.27M +$150K +3,393 +2%
Comerica Bank
98
Comerica Bank
Texas
$7.26M +$420K +9,510 +7%
AllianceBernstein
99
AllianceBernstein
Tennessee
$7.16M -$1.36M -30,696 -17%
ADEF
100
Adams Diversified Equity Fund
Maryland
$7.15M +$6.84M +154,800 New

RJF Hedge Fund Activity: Q4 2016 in Review

395 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2016, worth a combined $6.84B — up 20% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RJF positions and 22 closed out — a net gain of 65 holders — while 126 added to existing stakes and 133 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $72.5M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 395 institutional investors held Raymond James Financial (RJF) as of Q4 2016, up from 335 in Q3 2016.
  • Funds reported $6.84B of Raymond James Financial stock for Q4 2016, up 20% quarter-over-quarter.
  • 87 funds opened new Raymond James Financial positions in Q4 2016 and 22 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2016 was Lord, Abbett & Co, an estimated $72.5M added.
  • The largest Raymond James Financial seller in Q4 2016 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.