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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
Comerica Bank
101
Comerica Bank
Texas
$5.41M +$92.4K +2,507 +2%
PPA
102
Parametric Portfolio Associates
Washington
$5.39M +$189K +5,140 +4%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$5.27M -$4.42K -120 -0.1%
First Trust Advisors
104
First Trust Advisors
Illinois
$5.2M -$1.58M -42,816 -24%
TBA
105
Tower Bridge Advisors
Pennsylvania
$4.92M +$632K +17,151 +16%
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$4.91M -$1.08M -29,247 -19%
WSFS
107
Wilmington Savings Fund Society
Delaware
$4.81M +$40.9K +1,109 +0.9%
Millennium Management
108
Millennium Management
New York
$4.68M +$4.44M +120,608 New
Natixis Advisors
109
Natixis Advisors
Massachusetts
$4.52M -$267K -7,250 -6%
SGCIA
110
Smith Graham & Co Investment Advisors
Texas
$4.39M -$60.8K -1,650 -1%
PWM
111
Patriot Wealth Management
Texas
$4.35M -$123K -3,326 -3%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$4.11M – – –
APG Asset Management
113
APG Asset Management
Netherlands
$4.1M – – –
WI
114
WBI Investments
New Jersey
$4.03M +$3.83M +103,874 New
Federated Hermes
115
Federated Hermes
Pennsylvania
$3.99M -$153K -4,140 -4%
BCM
116
Buckhead Capital Management
Georgia
$3.44M -$538K -14,595 -14%
Arrowstreet Capital
117
Arrowstreet Capital
Massachusetts
$3.4M +$3.23M +87,714 New
MSA
118
Mason Street Advisors
Wisconsin
$3.4M +$49.7K +1,350 +2%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$3.34M -$471K -12,773 -13%
AIP
120
Ameritas Investment Partners
Nebraska
$3.33M +$1,000K +27,124 +46%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$3.32M -$100K -2,724 -3%
MERSOM
122
Municipal Employees' Retirement System of Michigan
Michigan
$3.29M +$43.1K +1,170 +1%
Citigroup
123
Citigroup
New York
$3.28M +$1.94M +52,655 +165%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$3.25M +$15.6K +423 +0.5%
AG
125
Aperio Group
California
$3.12M +$135K +3,662 +5%
3 4
5
6 7

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.