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Raymond James Financial
RJF

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: 395 → 414 (+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: 8 → 8 (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

Top Buyers

1
BlackRock
BlackRock
New York
+$622M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
3
State Street
State Street
Massachusetts
+$139M
4
WBC
Westpac Banking Corp
Australia
+$96.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$77.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$48.6M
2
Morgan Stanley
Morgan Stanley
New York
-$48.1M
3
FC
Fairpointe Capital
Illinois
-$46.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
176
Segall Bryant & Hamill
Illinois
$2.1M -$270K -5,314 -11%
FAF
177
Fjarde Ap-fonden
Sweden
$2.01M -$652K -12,816 -25%
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$1.97M +$311K +6,111 +19%
BUB
179
BBVA USA Bancshares
Texas
$1.97M +$20.6K +405 +1%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$1.96M -$86.9K -1,708 -4%
Credit Agricole
181
Credit Agricole
France
$1.92M -$214K -4,209 -10%
SG Americas Securities
182
SG Americas Securities
New York
$1.88M +$1.37M +27,016 +273%
DWM
183
Doyle Wealth Management
Florida
$1.87M +$1.87M +36,740 New
AAM
184
Aberdeen Asset Management
United Kingdom
$1.83M +$1.84M +36,066 New
MOACM
185
Mutual of America Capital Management
New York
$1.8M -$6.21M -122,020 -78%
BPM
186
Bowling Portfolio Management
Ohio
$1.79M +$1.79M +35,240 New
SAM
187
Shell Asset Management
Netherlands
$1.78M -$72.4K -1,422 -4%
URS
188
Utah Retirement Systems
Utah
$1.76M – – –
RFC
189
Regions Financial Corp
Alabama
$1.75M -$70.2K -1,380 -4%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$1.75M +$503K +9,886 +40%
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$1.67M -$568K -11,160 -25%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$1.64M – – –
BF
193
BOK Financial
Oklahoma
$1.61M +$32.7K +642 +2%
PP
194
Paloma Partners
Connecticut
$1.59M -$251K -4,923 -14%
VKH
195
Virtu KCG Holdings
New York
$1.59M -$2.83M -55,548 -64%
Mitsubishi UFJ Asset Management
196
Mitsubishi UFJ Asset Management
Japan
$1.56M +$137K +2,688 +10%
AB
197
Amalgamated Bank
New York
$1.54M +$55.9K +1,098 +4%
EGM
198
Engineers Gate Manager
New York
$1.53M -$2.35M -46,200 -61%
TI
199
Turner Investments
Pennsylvania
$1.52M +$229K +4,500 +18%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$1.45M -$135K -2,662 -9%
6 7
8
9 10

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.