We are live on ! Find out more
RJF icon

Raymond James Financial

511 hedge funds and large institutions have $9.23B invested in Raymond James Financial in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $9.88M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

12% more funds holding

Funds holding: 455511 (+56)

8% more capital invested

Capital invested by funds: $8.57B → $9.23B (+$664M)

1.54% more ownership

Funds ownership: 105.84%107.38% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

Holders
511
Holders Change
+56
Holders Change %
+12.31%
% of All Funds
11.59%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
93
Increased
172
Reduced
169
Closed
34
Calls
$41.2M
Puts
$9.88M
Net Calls
+$31.3M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$19.9M
Federated Hermes
77
Federated Hermes
Pennsylvania
$19.7M +$4.95M +85,970 +35%
AllianceBernstein
78
AllianceBernstein
Tennessee
$19.7M -$3.08M -53,470 -14%
UCFA
79
United Capital Financial Advisors
Texas
$19.5M -$94.4K -1,639 -0.5%
PCMF
80
Private Capital Management (Florida)
Florida
$19.2M -$352K -6,108 -2%
BAPIM
81
British Airways Pensions Investment Management
United Kingdom
$19.2M -$8.48M -147,236 -31%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$19.2M -$487K -8,459 -3%
Asset Management One
83
Asset Management One
Japan
$18.7M -$14.5K -251 -0.1%
DDPIC
84
Deroy & Devereaux Private Investment Counsel
Michigan
$18.5M +$12.7K +220 +0.1%
Principal Financial Group
85
Principal Financial Group
Iowa
$18.1M -$9.48M -164,518 -35%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$17.6M +$2.16M +37,521 +15%
BC
87
Burney Company
Virginia
$17.1M +$924K +16,038 +6%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$16.7M +$1.04K +18 +0%
PCM
89
Prana Capital Management
Connecticut
$16.4M +$15.9M +275,945 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$16.3M +$350K +6,068 +2%
CS
91
Credit Suisse
Switzerland
$16.3M +$1.78M +30,951 +13%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$16.1M -$302K -5,250 -2%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$16M +$1.04M +17,985 +7%
NC
94
Nicholas Company
Wisconsin
$15.2M -$34.6K -600 -0.2%
UBS Group
95
UBS Group
Switzerland
$15.1M +$7.71M +133,778 +112%
AIA
96
Affinity Investment Advisors
California
$14.6M +$10.2M +176,929 +262%
SSA
97
South Street Advisors
New York
$13.9M -$421K -7,305 -3%
National Pension Service
98
National Pension Service
South Korea
$13.8M +$13.3M +230,172 +13,390%
Barclays
99
Barclays
United Kingdom
$13.1M +$8.25M +143,155 +185%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$12.6M +$10.7M +185,782 +703%

RJF Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2017, worth a combined $9.23B — up 7.8% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new RJF positions and 34 closed out — a net gain of 59 holders — while 172 added to existing stakes and 169 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $135M. The largest seller was Bank of New York Mellon, cutting an estimated $88.2M.

  • 511 institutional investors held Raymond James Financial (RJF) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $9.23B of Raymond James Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 93 funds opened new Raymond James Financial positions in Q4 2017 and 34 closed out, a net change of +59 holders.
  • The largest Raymond James Financial buyer in Q4 2017 was Viking Global Investors, an estimated $135M added.
  • The largest Raymond James Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $88.2M sold.

Based on aggregated 13F filings for Q4 2017.