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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
SGCIA
126
Smith Graham & Co Investment Advisors
Texas
$7.39M +$1.26M +21,795 +21%
BCIM
127
British Columbia Investment Management
British Columbia, Canada
$7.35M +$2.06M +35,742 +41%
TCM
128
Twin Capital Management
Pennsylvania
$7.31M -$227K -3,947 -3%
BA
129
Boston Advisors
Massachusetts
$7.11M +$63.4K +1,100 +0.9%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$7.02M -$98.1K -1,702 -1%
PC
131
PhiloSmith Capital
Connecticut
$6.88M -$1.21M -21,000 -15%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$6.54M -$141K -2,448 -2%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$6.34M +$142K +2,469 +2%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$6.29M -$4.32K -75 -0.1%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$6.23M -$271K -4,706 -4%
Aviva
136
Aviva
United Kingdom
$6.02M -$802K -13,920 -12%
SCM
137
Stevens Capital Management
Pennsylvania
$5.92M +$987K +17,132 +21%
OCA
138
Otter Creek Advisors
Florida
$5.81M +$5.63M +97,641 New
ProShare Advisors
139
ProShare Advisors
Maryland
$5.65M +$541K +9,384 +11%
Retirement Systems of Alabama
140
Retirement Systems of Alabama
Alabama
$5.56M +$2.02K +35 +0%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$5.54M +$1.15M +19,962 +27%
Korea Investment Corp
142
Korea Investment Corp
South Korea
$5.37M -$2.17M -37,650 -29%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$5.35M +$722K +12,539 +16%
AG
144
Aperio Group
California
$5.22M +$129K +2,231 +3%
SC
145
Skylands Capital
Wisconsin
$5.08M +$1.08M +18,750 +28%
CIC
146
Cornercap Investment Counsel
Georgia
$4.89M +$743K +12,892 +19%
AIM
147
Assured Investment Management
New York
$4.83M +$4.52M +78,371 +2,861%
QIM
148
Quantitative Investment Management
Virginia
$4.74M +$2.13M +36,900 +86%
Comerica Bank
149
Comerica Bank
Texas
$4.56M +$1.03M +17,835 +34%
WG
150
Winton Group
United Kingdom
$4.55M -$956K -16,599 -18%

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.