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Raymond James Financial

329 hedge funds and large institutions have $4.77B invested in Raymond James Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 119

7% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $15.6M

1.47% less ownership

Funds ownership: 108.88%107.41% (-1.5%)

8% less funds holding

Funds holding: 356329 (-27)

21% less capital invested

Capital invested by funds: $6B → $4.77B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

Holders
329
Holders Change
-27
Holders Change %
-7.58%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
30
Increased
128
Reduced
119
Closed
56
Calls
$14.5M
Puts
$15.6M
Net Calls
-$1.16M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
126
Interval Partners
New York
$2.39M -$1.16M -37,920 -33%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$2.38M -$331K -10,783 -13%
SG Americas Securities
128
SG Americas Securities
New York
$2.37M +$828K +26,965 +57%
AG
129
Aperio Group
California
$2.32M +$124K +4,049 +6%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.26M -$8.88M -289,237 -80%
BFA
131
Bragg Financial Advisors
North Carolina
$2.23M +$336K +10,935 +18%
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$2.23M +$1.89M +61,707 +734%
Asset Management One
133
Asset Management One
Japan
$2.08M -$10.6K -345 -0.5%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$2.07M +$75.9K +2,472 +4%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$2.04M +$76K +2,475 +4%
SAM
136
Sentinel Asset Management
Vermont
$2.03M -$1.58M -51,570 -45%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$2.02M +$50.6K +1,650 +2%
FAF
138
Fjarde Ap-fonden
Sweden
$1.97M +$143K +4,663 +8%
Franklin Resources
139
Franklin Resources
California
$1.96M
PI
140
PineBridge Investments
New York
$1.95M +$1.89M +61,439 New
APG Asset Management
141
APG Asset Management
Netherlands
$1.89M -$4.12M -134,278 -69%
GIBU
142
Gulf International Bank (UK)
United Kingdom
$1.86M
NIS
143
National Investment Services
Wisconsin
$1.86M +$19.5K +636 +1%
NIPH
144
NN Investment Partners Holdings
Netherlands
$1.77M +$1.71M +55,835 New
Axa
145
Axa
France
$1.74M -$135K -4,382 -7%
SBH
146
Segall Bryant & Hamill
Illinois
$1.73M +$380K +12,387 +29%
BA
147
Boston Advisors
Massachusetts
$1.73M -$9.58K -312 -0.6%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$1.73M +$284K +9,258 +21%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$1.69M +$13.8K +450 +0.9%
Stifel Financial
150
Stifel Financial
Missouri
$1.68M -$222K -7,230 -12%

RJF Hedge Fund Activity: Q1 2016 in Review

329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2016, worth a combined $4.77B — down 21% from $6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of RJF and 30 opened new positions — a net loss of 26 holders — while 119 trimmed existing stakes and 128 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $116M.

  • 329 institutional investors held Raymond James Financial (RJF) as of Q1 2016, down from 356 in Q4 2015.
  • Funds reported $4.77B of Raymond James Financial stock for Q1 2016, down 21% quarter-over-quarter.
  • 30 funds opened new Raymond James Financial positions in Q1 2016 and 56 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2016 was JP Morgan Chase, an estimated $93.6M added.
  • The largest Raymond James Financial seller in Q1 2016 was Wells Fargo, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2016.