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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
Allianz Asset Management
101
Allianz Asset Management
Germany
$12.1M -$36K -624 -0.3%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$12.1M -$278K -4,825 -2%
ERSOT
103
Employees Retirement System of Texas
Texas
$11.6M +$6.05M +105,000 +117%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$10.7M +$120K +2,077 +1%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$10.4M +$311K +5,394 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10M -$17.3K -300 -0.2%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$9.94M -$51K -885 -0.5%
CPC
108
Cookson Peirce & Co
Pennsylvania
$9.59M +$130K +2,258 +1%
Capital Fund Management (CFM)
109
Capital Fund Management (CFM)
France
$9.37M +$1.97M +34,200 +28%
SEI Investments
110
SEI Investments
Pennsylvania
$9.3M -$66K -1,146 -0.7%
Squarepoint
111
Squarepoint
New York
$9.23M +$7.04M +122,140 +370%
Russell Investments Group
112
Russell Investments Group
United Kingdom
$9.09M +$3.73M +64,720 +74%
RJT
113
Raymond James Trust
Florida
$8.87M +$104K +1,800 +1%
Citigroup
114
Citigroup
New York
$8.57M -$690K -11,976 -8%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$8.56M +$8.29M +143,856 New
ASRS
116
Arizona State Retirement System
Arizona
$8.46M +$657K +11,411 +9%
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$8.4M +$1.8M +31,289 +28%
WSFS
118
Wilmington Savings Fund Society
Delaware
$8.34M -$19.6K -341 -0.2%
US Bancorp
119
US Bancorp
Minnesota
$8.26M +$266K +4,608 +3%
Canada Life
120
Canada Life
Manitoba, Canada
$7.93M +$267K +4,638 +4%
PAM
121
Panagora Asset Management
Massachusetts
$7.91M -$4.03M -70,005 -35%
TBA
122
Tower Bridge Advisors
Pennsylvania
$7.9M -$69.3K -1,203 -0.9%
ECP
123
Elk Creek Partners
Colorado
$7.58M +$760K +13,184 +12%
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
$7.55M +$3.37M +58,554 +86%
CM
125
Crestline Management
Texas
$7.49M +$4.97M +86,264 +219%

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.