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Raymond James Financial

329 hedge funds and large institutions have $4.77B invested in Raymond James Financial in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 119

7% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $15.6M

1.47% less ownership

Funds ownership: 108.88%107.41% (-1.5%)

8% less funds holding

Funds holding: 356329 (-27)

21% less capital invested

Capital invested by funds: $6B → $4.77B (-$1.23B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

46% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 56

Holders
329
Holders Change
-27
Holders Change %
-7.58%
% of All Funds
8.77%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
30
Increased
128
Reduced
119
Closed
56
Calls
$14.5M
Puts
$15.6M
Net Calls
-$1.16M
Net Calls Change
-$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
201
Cardinal Capital Management Inc (North Carolina)
North Carolina
$615K +$51.4K +1,676 +9%
IRF
202
IBM Retirement Fund
New York
$613K -$903K -29,431 -60%
WHG
203
Westwood Holdings Group
Texas
$600K
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$589K
PP
205
Paloma Partners
Connecticut
$583K +$563K +18,357 New
SCM
206
Shelton Capital Management
Colorado
$575K
JWM
207
Jacobus Wealth Management
Wisconsin
$571K
Canada Pension Plan Investment Board
208
Canada Pension Plan Investment Board
Ontario, Canada
$562K +$32.2K +1,050 +6%
ST
209
Sabal Trust
Florida
$553K -$53.7K -1,748 -9%
NEPPG
210
New England Professional Planning Group
Rhode Island
$550K
SB
211
Suntrust Banks
Georgia
$535K -$551K -17,936 -52%
LA
212
Lucus Advisors
New York
$521K +$504K +16,410 New
PRCM
213
Pine River Capital Management
Minnesota
$518K +$501K +16,314 New
BCA
214
Bray Capital Advisors
Florida
$515K -$83.1K -2,706 -14%
HK
215
Horizon Kinetics
New York
$502K +$27.2K +885 +6%
CAM
216
Capstone Asset Management
Texas
$492K +$8.29K +270 +2%
Nordea Investment Management
217
Nordea Investment Management
Sweden
$490K +$375K +12,224 +380%
NCM
218
Novare Capital Management
North Carolina
$479K
KBC Group
219
KBC Group
Belgium
$474K +$104K +3,379 +29%
CIM
220
Calvert Investment Management
Maryland
$472K +$73.6K +2,397 +19%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$463K -$107K -3,498 -19%
ST
222
Spot Trading
Illinois
$454K +$110K +3,591 +33%
Walleye Trading
223
Walleye Trading
New York
$447K +$433K +14,094 New
DL
224
Delta Lloyd
Netherlands
$440K
LIA
225
LS Investment Advisors
Michigan
$431K +$12.2K +399 +3%

RJF Hedge Fund Activity: Q1 2016 in Review

329 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2016, worth a combined $4.77B — down 21% from $6B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of RJF and 30 opened new positions — a net loss of 26 holders — while 119 trimmed existing stakes and 128 added.

The largest buyer was JP Morgan Chase, adding an estimated $93.6M. The largest seller was Wells Fargo, cutting an estimated $116M.

  • 329 institutional investors held Raymond James Financial (RJF) as of Q1 2016, down from 356 in Q4 2015.
  • Funds reported $4.77B of Raymond James Financial stock for Q1 2016, down 21% quarter-over-quarter.
  • 30 funds opened new Raymond James Financial positions in Q1 2016 and 56 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2016 was JP Morgan Chase, an estimated $93.6M added.
  • The largest Raymond James Financial seller in Q1 2016 was Wells Fargo, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2016.