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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
Principal Financial Group
76
Principal Financial Group
Iowa
$18.5M +$460K +7,458 +3%
Barclays
77
Barclays
United Kingdom
$17.9M -$2.26M -36,682 -11%
LSV Asset Management
78
LSV Asset Management
Illinois
$17.4M +$1.08M +17,550 +7%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$17.2M +$8.5K +138 +0%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$16.8M +$10.1M +164,705 +151%
Victory Capital Management
81
Victory Capital Management
Texas
$16.1M +$157K +2,547 +1%
AQR Capital Management
82
AQR Capital Management
Connecticut
$16M -$46.4M -752,937 -74%
PCMF
83
Private Capital Management (Florida)
Florida
$15.9M -$193K -3,138 -1%
Loomis, Sayles & Company
84
Loomis, Sayles & Company
Massachusetts
$15.8M -$1.7M -27,522 -10%
Jacobs Levy Equity Management
85
Jacobs Levy Equity Management
New Jersey
$15.8M +$8.35M +135,444 +111%
NC
86
Nicholas Company
Wisconsin
$15.8M +$16.2K +263 +0.1%
BAPIM
87
British Airways Pensions Investment Management
United Kingdom
$15.6M
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$15.5M +$434K +7,050 +3%
CS
89
Credit Suisse
Switzerland
$15.5M +$114K +1,846 +0.7%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$15.5M +$11.5K +187 +0.1%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$15.1M -$2.43M -39,424 -14%
National Pension Service
92
National Pension Service
South Korea
$14.9M -$2.03K -33 -0%
BC
93
Burney Company
Virginia
$14.8M -$3.05M -49,454 -17%
Allianz Asset Management
94
Allianz Asset Management
Germany
$14.8M -$85.1K -1,381 -0.6%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$14.4M +$2.36M +38,250 +19%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M -$191K -3,093 -1%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$14.4M -$1.93M -31,361 -12%
First Trust Advisors
98
First Trust Advisors
Illinois
$13.8M +$2.17M +35,214 +19%
Prudential Financial
99
Prudential Financial
New Jersey
$13.2M -$3.27M -53,081 -20%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.1M -$1.05M -16,992 -7%

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.