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
BCM
176
Buckhead Capital Management
Georgia
$2.59M +$1.36K +22 +0.1%
ZIG
177
Zurich Insurance Group
Switzerland
$2.52M -$361K -5,867 -12%
XK
178
Xact Kapitalforvaltning
Sweden
$2.46M -$129K -2,100 -5%
CAM
179
Covenant Asset Management
New Jersey
$2.44M -$431 -7 -0%
Bank of Nova Scotia
180
Bank of Nova Scotia
Ontario, Canada
$2.44M +$1.15M +18,585 +88%
Two Sigma Advisers
181
Two Sigma Advisers
New York
$2.42M -$4.24M -68,850 -64%
BIA
182
BMT Investment Advisors
Pennsylvania
$2.31M +$161K +2,616 +7%
ECM
183
Element Capital Management
New York
$2.25M +$2.26M +36,746 New
URS
184
Utah Retirement Systems
Utah
$2.24M
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$2.24M -$177K -2,873 -7%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$2.22M -$2.22K -36 -0.1%
MOACM
187
Mutual of America Capital Management
New York
$2.21M +$22.1K +358 +1%
CWM
188
Cahaba Wealth Management
Georgia
$2.14M +$2.83K +46 +0.1%
RFC
189
Regions Financial Corp
Alabama
$2.12M -$341K -5,532 -14%
BUB
190
BBVA USA Bancshares
Texas
$2.12M +$4.44K +72 +0.2%
NMIMC
191
Northwestern Mutual Investment Management Company
Wisconsin
$2.12M -$174K -2,828 -8%
MSV
192
MN Services Vermogensbeheer
Netherlands
$2.07M +$213K +3,450 +11%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$2.06M -$48.6K -788 -2%
SLAM
194
Swiss Life Asset Management
$2.02M -$262K -4,249 -11%
DWM
195
Doyle Wealth Management
Florida
$1.96M -$62.6K -1,016 -3%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$1.93M -$46.1K -749 -2%
MSL
197
Mackay Shields LLC
New York
$1.93M -$1.34M -21,679 -41%
LPL Financial
198
LPL Financial
California
$1.9M -$101K -1,637 -5%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.89M -$104K -1,680 -5%
FIM
200
Freedom Investment Management
Connecticut
$1.86M -$110K -1,782 -6%

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.