We are live on ! Find out more
RJF icon

Raymond James Financial

414 hedge funds and large institutions have $7.76B invested in Raymond James Financial in 2017 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 133 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $6.95M

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $6.84B → $7.76B (+$915M)

5% more funds holding

Funds holding: 395414 (+19)

2.06% more ownership

Funds ownership: 104.37%106.44% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

18% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 163

Holders
414
Holders Change
+19
Holders Change %
+4.81%
% of All Funds
10.31%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
67
Increased
133
Reduced
163
Closed
41
Calls
$33.8M
Puts
$6.95M
Net Calls
+$26.8M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
126
Retirement Systems of Alabama
Alabama
$4.71M -$19.6M -384,830 -81%
Axa
127
Axa
France
$4.64M +$1.16M +22,800 +33%
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$4.46M +$56.5K +1,110 +1%
FQ
129
First Quadrant
California
$4.4M
CM
130
Castleark Management
Illinois
$4.35M +$173K +3,405 +4%
SCM
131
Stevens Capital Management
Pennsylvania
$4.32M +$1.08M +21,138 +33%
BCM
132
Buckhead Capital Management
Georgia
$4.3M -$43.5K -855 -1%
Citigroup
133
Citigroup
New York
$4.19M +$115K +2,253 +3%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$4.17M -$1.82M -35,713 -30%
TSW
135
Thompson Siegel & Walmsley
Virginia
$4.08M +$4.08M +80,223 New
TCM
136
Twin Capital Management
Pennsylvania
$4.05M -$64.9K -1,275 -2%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$4.05M -$970K -19,065 -19%
UBS Group
138
UBS Group
Switzerland
$3.85M -$984K -19,328 -20%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$3.83M +$2.95M +57,878 +332%
AIG
140
American International Group
New York
$3.78M -$15.2M -299,426 -80%
Jacobs Levy Equity Management
141
Jacobs Levy Equity Management
New Jersey
$3.75M +$50.4K +990 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
142
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.74M +$3.75M +73,650 New
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$3.71M +$340K +6,672 +10%
SC
144
Skylands Capital
Wisconsin
$3.62M
OAM
145
Oppenheimer Asset Management
New York
$3.61M +$3.62M +71,082 New
USAA
146
United Services Automobile Association
Texas
$3.61M +$2.02M +39,747 +127%
AG
147
Aperio Group
California
$3.54M -$85.2K -1,674 -2%
APG Asset Management
148
APG Asset Management
Netherlands
$3.45M -$1.92M -37,800 -36%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$3.32M
IWA
150
IBEX Wealth Advisors
New Jersey
$3.22M +$3.29M +64,743 New

RJF Hedge Fund Activity: Q1 2017 in Review

414 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2017, worth a combined $7.76B — up 13% from $6.84B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RJF positions and 41 closed out — a net gain of 26 holders — while 133 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $622M. The largest seller was Millennium Management, cutting an estimated $48.6M.

  • 414 institutional investors held Raymond James Financial (RJF) as of Q1 2017, up from 395 in Q4 2016.
  • Funds reported $7.76B of Raymond James Financial stock for Q1 2017, up 13% quarter-over-quarter.
  • 67 funds opened new Raymond James Financial positions in Q1 2017 and 41 closed out, a net change of +26 holders.
  • The largest Raymond James Financial buyer in Q1 2017 was BlackRock, an estimated $622M added.
  • The largest Raymond James Financial seller in Q1 2017 was Millennium Management, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2017.