We are live on ! Find out more
RJF icon

Raymond James Financial

492 hedge funds and large institutions have $9.76B invested in Raymond James Financial in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 167 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.41B → $9.76B (+$355M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.11% less ownership

Funds ownership: 108.31%108.2% (-0.11%)

6% less funds holding

Funds holding: 521492 (-29)

14% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 194

43% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 61

44% less call options, than puts

Call options by funds: $38.4M | Put options by funds: $69.2M

Holders
492
Holders Change
-29
Holders Change %
-5.57%
% of All Funds
11.25%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
35
Increased
167
Reduced
194
Closed
61
Calls
$38.4M
Puts
$69.2M
Net Calls
-$30.8M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$6.48M
AG
127
Aperio Group
California
$6.4M +$202K +3,283 +3%
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$6.22M -$425K -6,900 -6%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$6.19M +$92.1K +1,495 +2%
CS
130
Candriam SCA
Luxembourg
$5.94M +$2.96M +48,086 +99%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$5.84M -$114K -1,854 -2%
Aviva
132
Aviva
United Kingdom
$5.83M -$215K -3,492 -4%
AAF
133
Andra AP-fonden
Sweden
$5.74M +$231K +3,750 +4%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$5.57M -$28.7K -466 -0.5%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$5.48M +$1.99M +32,229 +56%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$5.33M -$5.83M -94,583 -52%
SEI Investments
137
SEI Investments
Pennsylvania
$5.12M +$858K +13,926 +20%
Citigroup
138
Citigroup
New York
$4.98M -$580K -9,406 -10%
AIG
139
American International Group
New York
$4.8M +$307K +4,982 +7%
LCH
140
Lee Capital Holdings
New York
$4.73M +$1.09M +17,700 +30%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$4.72M -$267K -4,329 -5%
CCG
142
Chatham Capital Group
Georgia
$4.59M +$90.1K +1,462 +2%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$4.52M -$5.36M -86,937 -54%
HighTower Advisors
144
HighTower Advisors
Illinois
$4.5M +$137K +2,218 +3%
Nomura Asset Management
145
Nomura Asset Management
Japan
$4.43M +$2.96K +48 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
146
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.37M -$2.49M -40,350 -36%
SC
147
Skylands Capital
Wisconsin
$4.34M +$162K +2,625 +4%
OAM
148
Oppenheimer Asset Management
New York
$4.25M -$30.5K -495 -0.7%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$4.22M -$2.18M -35,414 -34%
EGM
150
Engineers Gate Manager
New York
$4.1M +$2.44M +39,637 +146%

RJF Hedge Fund Activity: Q3 2018 in Review

492 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2018, worth a combined $9.76B — up 3.8% from $9.41B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RJF and 35 opened new positions — a net loss of 26 holders — while 194 trimmed existing stakes and 167 added.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $192M. The largest seller was Viking Global Investors, cutting an estimated $168M.

  • 492 institutional investors held Raymond James Financial (RJF) as of Q3 2018, down from 521 in Q2 2018.
  • Funds reported $9.76B of Raymond James Financial stock for Q3 2018, up 3.8% quarter-over-quarter.
  • 35 funds opened new Raymond James Financial positions in Q3 2018 and 61 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q3 2018 was Brave Warrior Advisors, an estimated $192M added.
  • The largest Raymond James Financial seller in Q3 2018 was Viking Global Investors, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2018.