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Raymond James Financial

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: 395414 (+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: 88 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$1.44M +$544K +10,684 +61%
XK
202
Xact Kapitalforvaltning
Sweden
$1.43M +$689K +13,536 +92%
AIP
203
Ameritas Investment Partners
Nebraska
$1.4M -$2.97M -58,437 -68%
Skandinaviska Enskilda Banken (SEB)
204
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.4M -$198K -3,900 -12%
Luther King Capital Management (LKCM)
205
Luther King Capital Management (LKCM)
Texas
$1.39M -$75.2K -1,477 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
206
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.39M -$114K -2,250 -8%
EVM
207
Eaton Vance Management
Massachusetts
$1.35M
MSA
208
Mason Street Advisors
Wisconsin
$1.35M -$3.15M -61,950 -70%
WPC
209
White Pine Capital
Minnesota
$1.31M -$30.5K -600 -2%
QIM
210
Quantitative Investment Management
Virginia
$1.31M +$1.31M +25,800 New
CCMINC
211
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.3M +$15K +294 +1%
DL
212
Delta Lloyd
Netherlands
$1.26M
MAM
213
Meeder Asset Management
Ohio
$1.24M +$1.24M +24,444 New
Nomura Asset Management
214
Nomura Asset Management
Japan
$1.23M +$21K +413 +2%
CIC
215
Cornercap Investment Counsel
Georgia
$1.21M +$192K +3,780 +19%
1CM
216
1492 Capital Management
Wisconsin
$1.2M -$763 -15 -0.1%
FIM
217
Freedom Investment Management
Connecticut
$1.07M +$379K +7,445 +54%
Franklin Resources
218
Franklin Resources
California
$1.02M
CWM
219
CIBC World Markets
New York
$1.02M +$1.02M +20,015 New
NMERB
220
New Mexico Educational Retirement Board
New Mexico
$991K +$992K +19,500 New
SAM
221
Securian Asset Management
Minnesota
$979K -$218K -4,293 -18%
WAM
222
World Asset Management
Michigan
$967K +$380K +7,468 +65%
WHG
223
Westwood Holdings Group
Texas
$961K
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$931K +$585K +11,491 +169%
SO
225
STRS Ohio
Ohio
$917K +$78.4K +1,541 +9%

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.