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Raymond James Financial
RJF

335 hedge funds and large institutions have $5.69B invested in Raymond James Financial in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $3.79M

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

14% more capital invested

Capital invested by funds: $4.98B → $5.69B (+$711M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 343 → 335 (-8)

2.89% less ownership

Funds ownership: 107.09% → 104.2% (-2.9%)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
335
Holders Change
-8
Holders Change %
-2.33%
% of All Funds
8.94%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
36
Increased
110
Reduced
139
Closed
38
Calls
$23.1M
Puts
$3.79M
Net Calls
+$19.3M
Net Calls Change
+$17M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$39M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$15.8M
3
Boston Partners
Boston Partners
Massachusetts
+$14.8M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$14.5M
5
BFA
BlackRock Fund Advisors
California
+$14M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.3M
2
SIM
Stelliam Investment Management
New York
-$43.8M
3
FCM
Frontier Capital Management
Massachusetts
-$29.2M
4
Macquarie Group
Macquarie Group
Australia
-$21.9M
5
Goldman Sachs
Goldman Sachs
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$1.05M +$15.4K +418 +2%
MC
177
Montag & Caldwell
Georgia
$1.04M -$59.7K -1,620 -6%
WPC
178
White Pine Capital
Minnesota
$1.04M -$6.93K -188 -0.7%
WBC
179
Westpac Banking Corp
Australia
$1.04M -$34.6K -940 -3%
EVM
180
Eaton Vance Management
Massachusetts
$1.03M +$980K +26,583 New
Credit Agricole
181
Credit Agricole
France
$1.01M – – –
PA
182
Profund Advisors
Maryland
$1.01M -$174K -4,716 -15%
AB
183
Amalgamated Bank
New York
$1M -$1.07K -29 -0.1%
Citadel Advisors
184
Citadel Advisors
Florida
$959K -$145K -3,935 -14%
1CM
185
1492 Capital Management
Wisconsin
$958K -$57K -1,548 -6%
JHIU
186
Janus Henderson Investors US
Colorado
$937K -$370K -10,050 -29%
Nomura Asset Management
187
Nomura Asset Management
Japan
$937K +$72.4K +1,965 +9%
SAM
188
Securian Asset Management
Minnesota
$894K +$5.53K +150 +0.7%
CCMINC
189
Cardinal Capital Management Inc (North Carolina)
North Carolina
$872K +$70.5K +1,912 +9%
GC
190
Guggenheim Capital
Illinois
$861K +$103K +2,785 +14%
MCM
191
MAI Capital Management
Ohio
$855K -$9.69K -263 -1%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$855K +$64.4K +1,748 +9%
HCMT
193
Highland Capital Management (Texas)
Texas
$838K +$796K +21,600 New
EGM
194
Engineers Gate Manager
New York
$837K +$795K +21,575 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$809K +$17.9K +486 +2%
Barclays
196
Barclays
United Kingdom
$800K -$8.71M -236,291 -92%
PAM
197
Princeton Alpha Management
New Jersey
$745K +$707K +19,188 New
OI
198
Oakbrook Investments
Illinois
$739K +$33.2K +900 +5%
WHG
199
Westwood Holdings Group
Texas
$733K – – –
JWM
200
Jacobus Wealth Management
Wisconsin
$699K – – –
6 7
8
9 10

RJF Hedge Fund Activity: Q3 2016 in Review

335 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2016, worth a combined $5.69B — up 14% from $4.98B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of RJF and 36 opened new positions — a net loss of 2 holders — while 139 trimmed existing stakes and 110 added.

The largest buyer was JP Morgan Chase, adding an estimated $39M. The largest seller was Fidelity Investments, cutting an estimated $85.3M.

  • 335 institutional investors held Raymond James Financial (RJF) as of Q3 2016, down from 343 in Q2 2016.
  • Funds reported $5.69B of Raymond James Financial stock for Q3 2016, up 14% quarter-over-quarter.
  • 36 funds opened new Raymond James Financial positions in Q3 2016 and 38 closed out, a net change of -2 holders.
  • The largest Raymond James Financial buyer in Q3 2016 was JP Morgan Chase, an estimated $39M added.
  • The largest Raymond James Financial seller in Q3 2016 was Fidelity Investments, an estimated $85.3M sold.

Based on aggregated 13F filings for Q3 2016.