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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$6.9M +$6.6M +149,400 New
US Bancorp
102
US Bancorp
Minnesota
$6.87M -$211K -4,763 -3%
CPC
103
Cookson Peirce & Co
Pennsylvania
$6.57M +$6.29M +142,320 New
SEI Investments
104
SEI Investments
Pennsylvania
$6.46M -$630K -14,244 -9%
DILIC
105
Dai-ichi Life Insurance Company
Japan
$6.44M +$6.16M +139,392 New
TPSF
106
Texas Permanent School Fund
Texas
$6.38M -$259K -5,858 -4%
HCMT
107
Highland Capital Management (Tennessee)
Tennessee
$6.33M +$53K +1,200 +0.9%
PC
108
PhiloSmith Capital
Connecticut
$6.3M +$6.03M +136,500 New
Invesco
109
Invesco
Georgia
$6.27M -$1.36M -30,855 -19%
MPAM
110
Monarch Partners Asset Management
Massachusetts
$6.2M +$5.93M +134,280 New
Allianz Asset Management
111
Allianz Asset Management
Germany
$6.12M -$1.32M -29,850 -18%
ECP
112
Elk Creek Partners
Colorado
$5.98M -$1.17M -26,374 -17%
TBA
113
Tower Bridge Advisors
Pennsylvania
$5.85M -$5.04K -114 -0.1%
WSFS
114
Wilmington Savings Fund Society
Delaware
$5.69M -$29.8K -674 -0.5%
CG
115
Clinton Group
New York
$5.69M +$5.44M +123,165 New
Voloridge Investment Management
116
Voloridge Investment Management
Florida
$5.65M +$5.41M +122,412 New
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$5.44M +$1.69M +38,248 +48%
BA
118
BlackRock Advisors
Delaware
$5.33M -$5.19M -117,365 -50%
PWM
119
Patriot Wealth Management
Texas
$5.12M -$56K -1,266 -1%
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$4.93M +$4.72M +106,713 New
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$4.88M -$6.63K -150 -0.1%
SGCIA
122
Smith Graham & Co Investment Advisors
Texas
$4.84M -$369K -8,340 -7%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$4.79M -$568K -12,852 -11%
APG Asset Management
124
APG Asset Management
Netherlands
$4.63M
Federated Hermes
125
Federated Hermes
Pennsylvania
$4.62M -$124K -2,796 -3%

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.