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Raymond James Financial
RJF

343 hedge funds and large institutions have $4.98B invested in Raymond James Financial in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

13% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $17.7M

4% more funds holding

Funds holding: 329 → 343 (+14)

4% more capital invested

Capital invested by funds: $4.77B → $4.98B (+$209M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.32% less ownership

Funds ownership: 107.41% → 107.09% (-0.32%)

Holders
343
Holders Change
+14
Holders Change %
+4.26%
% of All Funds
9.15%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
41
Increased
131
Reduced
115
Closed
26
Calls
$20.1M
Puts
$17.7M
Net Calls
+$2.31M
Net Calls Change
+$3.47M

Top Buyers

1
CWAM
Columbia Wanger Asset Management
Illinois
+$65.1M
2
Prudential Financial
Prudential Financial
New Jersey
+$46.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19M
4
Macquarie Group
Macquarie Group
Australia
+$19M
5
Boston Partners
Boston Partners
Massachusetts
+$18M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$78M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$53.4M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47.5M
4
FCM
Frontier Capital Management
Massachusetts
-$28.3M
5
PIM
Perkins Investment Management
Illinois
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
201
Panagora Asset Management
Massachusetts
$696K +$425K +12,438 +142%
CCMINC
202
Cardinal Capital Management Inc (North Carolina)
North Carolina
$676K +$40.5K +1,185 +6%
Rafferty Asset Management
203
Rafferty Asset Management
New York
$671K -$167K -4,876 -19%
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$669K -$804K -23,526 -54%
LS
205
Livforsakringsbolaget Skandia
Sweden
$668K – – –
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$666K +$579K +16,936 +507%
BIM
207
BRC Investment Management
Colorado
$639K +$665K +19,434 New
GC
208
Guggenheim Capital
Illinois
$637K -$1.93M -56,538 -74%
IRF
209
IBM Retirement Fund
New York
$630K -$5.33K -156 -0.8%
NEPPG
210
New England Professional Planning Group
Rhode Island
$626K – – –
WHG
211
Westwood Holdings Group
Texas
$621K – – –
LIA
212
LS Investment Advisors
Michigan
$618K +$179K +5,226 +38%
WIS
213
Wright Investors Service
Connecticut
$616K +$204K +5,977 +47%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$610K – – –
OI
215
Oakbrook Investments
Illinois
$597K +$328K +9,600 +112%
SCM
216
Shelton Capital Management
Colorado
$595K – – –
JWM
217
Jacobus Wealth Management
Wisconsin
$592K – – –
ST
218
Sabal Trust
Florida
$572K – – –
CAM
219
Capstone Asset Management
Texas
$547K +$39.5K +1,155 +7%
Two Sigma Advisers
220
Two Sigma Advisers
New York
$540K +$313K +9,150 +126%
TH
221
Timber Hill
Connecticut
$539K +$561K +16,412 New
CMBA
222
C.M. Bidwell & Associates
Hawaii
$518K +$539K +15,758 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$502K +$22.9K +670 +5%
SBA
224
Seven Bridges Advisors
New York
$492K +$248K +7,244 +94%
NIT
225
NumerixS Investment Technologies
British Columbia, Canada
$488K -$202K -5,921 -29%
7 8
9
10 11

RJF Hedge Fund Activity: Q2 2016 in Review

343 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2016, worth a combined $4.98B — up 4.4% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RJF positions and 26 closed out — a net gain of 15 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $65.1M. The largest seller was Goldman Sachs, cutting an estimated $78M.

  • 343 institutional investors held Raymond James Financial (RJF) as of Q2 2016, up from 329 in Q1 2016.
  • Funds reported $4.98B of Raymond James Financial stock for Q2 2016, up 4.4% quarter-over-quarter.
  • 41 funds opened new Raymond James Financial positions in Q2 2016 and 26 closed out, a net change of +15 holders.
  • The largest Raymond James Financial buyer in Q2 2016 was Columbia Wanger Asset Management, an estimated $65.1M added.
  • The largest Raymond James Financial seller in Q2 2016 was Goldman Sachs, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2016.