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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
IRF
201
IBM Retirement Fund
New York
$692K -$48.7K -1,322 -7%
ST
202
Sabal Trust
Florida
$676K – – –
Franklin Resources
203
Franklin Resources
California
$664K -$249K -6,750 -28%
SB
204
Suntrust Banks
Georgia
$664K +$95.5K +2,592 +18%
LIA
205
LS Investment Advisors
Michigan
$660K -$66.6K -1,808 -10%
CEP
206
Chicago Equity Partners
Illinois
$616K -$817K -22,177 -58%
CAM
207
Capstone Asset Management
Texas
$616K -$28.9K -783 -5%
KBC Group
208
KBC Group
Belgium
$606K +$155K +4,203 +37%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$586K +$53.9K +1,463 +11%
CIM
210
Calvert Investment Management
Maryland
$571K +$4.16K +113 +0.8%
SBA
211
Seven Bridges Advisors
New York
$568K -$12.8K -348 -2%
FRM
212
Fox Run Management
Connecticut
$565K +$536K +14,550 New
HighTower Advisors
213
HighTower Advisors
Illinois
$564K +$32.6K +885 +6%
Canada Pension Plan Investment Board
214
Canada Pension Plan Investment Board
Ontario, Canada
$547K +$49.2K +1,335 +10%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$543K -$46.7K -1,267 -8%
DL
216
Delta Lloyd
Netherlands
$538K – – –
SFI
217
SPC Financial Inc
Maryland
$531K +$11.8K +321 +2%
QC
218
Quadrature Capital
United Kingdom
$501K +$476K +12,923 New
HNB
219
Huntington National Bank
Ohio
$488K – – –
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$485K -$11.7K -318 -2%
WAM
221
World Asset Management
Michigan
$480K +$112K +3,041 +33%
Rafferty Asset Management
222
Rafferty Asset Management
New York
$472K -$304K -8,247 -40%
M&T Bank
223
M&T Bank
New York
$462K +$8.22K +223 +2%
SG Americas Securities
224
SG Americas Securities
New York
$450K -$1.51M -40,956 -78%
XK
225
Xact Kapitalforvaltning
Sweden
$445K +$423K +11,477 New
7 8
9
10 11

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.