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Raymond James Financial
RJF

499 hedge funds and large institutions have $8.02B invested in Raymond James Financial in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 147 increasing their positions, 192 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 37

8% more funds holding

Funds holding: 463 → 499 (+36)

8% more capital invested

Capital invested by funds: $7.46B → $8.02B (+$564M)

0.33% more ownership

Funds ownership: 105.74% → 106.08% (+0.33%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

19% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $32.5M

23% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 192

Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
10.8%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
79
Increased
147
Reduced
192
Closed
37
Calls
$26.4M
Puts
$32.5M
Net Calls
-$6.09M
Net Calls Change
-$12.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$134M
2
Millennium Management
Millennium Management
New York
+$106M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$86.5M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$50.9M
5
Primecap Management
Primecap Management
California
+$35.8M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$186M
2
Morgan Stanley
Morgan Stanley
New York
-$86.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.6M
5
Wells Fargo
Wells Fargo
California
-$52.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TBA
151
Tower Bridge Advisors
Pennsylvania
$3.97M -$705K -13,167 -15%
Aviva
152
Aviva
United Kingdom
$3.87M -$79.4K -1,482 -2%
BCM
153
Buckhead Capital Management
Georgia
$3.76M +$1.45M +27,158 +63%
SAM
154
Shell Asset Management
Netherlands
$3.75M +$798K +14,901 +27%
Comerica Bank
155
Comerica Bank
Texas
$3.73M -$56.8K -1,061 -2%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$3.69M -$7.2M -134,376 -66%
OAM
157
Oppenheimer Asset Management
New York
$3.59M -$535 -10 -0%
ZIG
158
Zurich Insurance Group
Switzerland
$3.55M -$3.82M -71,257 -52%
AAMU
159
Amundi Asset Management US
Massachusetts
$3.54M -$1.25M -23,285 -26%
BA
160
Bridgewater Associates
Connecticut
$3.54M +$3.53M +65,991 New
SEI Investments
161
SEI Investments
Pennsylvania
$3.38M -$110K -2,061 -3%
USAA
162
United Services Automobile Association
Texas
$3.31M -$28.3K -528 -0.8%
SG Americas Securities
163
SG Americas Securities
New York
$3.3M +$430K +8,038 +15%
Nordea Investment Management
164
Nordea Investment Management
Sweden
$3.25M -$82.1K -1,534 -2%
FAF
165
Fjarde Ap-fonden
Sweden
$3.01M +$898K +16,778 +43%
ASRS
166
Arizona State Retirement System
Arizona
$3M -$193K -3,611 -6%
SOMRS
167
State of Michigan Retirement System
Michigan
$2.94M -$24.1K -450 -0.8%
MIM
168
MetLife Investment Management
New Jersey
$2.9M -$64.2K -1,199 -2%
BCIM
169
British Columbia Investment Management
British Columbia, Canada
$2.9M -$682K -12,740 -19%
TI
170
Trexquant Investment
Connecticut
$2.78M +$2.78M +51,834 New
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$2.75M -$3.13M -58,385 -53%
SOADOR
172
State of Alaska Department of Revenue
Alaska
$2.74M +$557K +10,410 +26%
BFA
173
Bragg Financial Advisors
North Carolina
$2.72M -$5.25K -98 -0.2%
GC
174
Guggenheim Capital
Illinois
$2.66M +$21.6K +404 +0.8%
RWM
175
RBA Wealth Management
California
$2.66M +$2.5M +46,625 New
5 6
7
8 9

RJF Hedge Fund Activity: Q1 2019 in Review

499 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2019, worth a combined $8.02B — up 7.6% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 37 closed out — a net gain of 42 holders — while 147 added to existing stakes and 192 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $134M. The largest seller was Viking Global Investors, exiting entirely with an estimated $186M sold.

  • 499 institutional investors held Raymond James Financial (RJF) as of Q1 2019, up from 463 in Q4 2018.
  • Funds reported $8.02B of Raymond James Financial stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q1 2019 and 37 closed out, a net change of +42 holders.
  • The largest Raymond James Financial buyer in Q1 2019 was Wellington Management Group, an estimated $134M added.
  • The largest Raymond James Financial seller in Q1 2019 was Viking Global Investors, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2019.