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Raymond James Financial

432 hedge funds and large institutions have $8.17B invested in Raymond James Financial in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 155 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $8.81M

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $7.76B → $8.17B (+$412M)

4% more funds holding

Funds holding: 414432 (+18)

5% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 155

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.34% less ownership

Funds ownership: 106.44%106.1% (-0.34%)

Holders
432
Holders Change
+18
Holders Change %
+4.35%
% of All Funds
10.77%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
48
Increased
162
Reduced
155
Closed
27
Calls
$33.8M
Puts
$8.81M
Net Calls
+$25M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
201
Rafferty Asset Management
New York
$1.53M -$291K -5,787 -17%
CCMINC
202
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.53M +$153K +3,048 +12%
DILIC
203
Dai-ichi Life Insurance Company
Japan
$1.5M -$5.61M -111,423 -80%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$1.49M -$151K -2,993 -10%
AIP
205
Ameritas Investment Partners
Nebraska
$1.47M +$3.12K +62 +0.2%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.47M -$34K -675 -2%
SO
207
STRS Ohio
Ohio
$1.47M +$470K +9,339 +52%
CWM
208
CIBC World Markets
New York
$1.45M +$361K +7,165 +36%
CG
209
Clinton Group
New York
$1.45M +$1.37M +27,182 New
Nomura Asset Management
210
Nomura Asset Management
Japan
$1.44M +$135K +2,673 +11%
MSA
211
Mason Street Advisors
Wisconsin
$1.43M +$8.91K +177 +0.7%
EVM
212
Eaton Vance Management
Massachusetts
$1.42M
EP
213
Elkfork Partners
Oregon
$1.38M +$807K +16,038 +165%
LPL Financial
214
LPL Financial
California
$1.36M +$458K +9,108 +56%
WPC
215
White Pine Capital
Minnesota
$1.35M -$32.1K -637 -2%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$1.35M -$169K -3,353 -12%
Luther King Capital Management (LKCM)
217
Luther King Capital Management (LKCM)
Texas
$1.33M -$127K -2,532 -9%
DL
218
Delta Lloyd
Netherlands
$1.32M
Axa
219
Axa
France
$1.24M -$3.44M -68,268 -75%
B
220
BP
United Kingdom
$1.2M +$1.13M +22,500 New
FIM
221
Freedom Investment Management
Connecticut
$1.19M +$52.5K +1,042 +5%
LOAMS
222
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.18M +$1.11M +22,128 New
Public Sector Pension Investment Board (PSP Investments)
223
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M -$1.09M -21,600 -49%
AB
224
Amalgamated Bank
New York
$1.18M -$417K -8,280 -27%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$1.13M +$844K +16,774 +380%

RJF Hedge Fund Activity: Q2 2017 in Review

432 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2017, worth a combined $8.17B — up 5.3% from $7.76B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new RJF positions and 27 closed out — a net gain of 21 holders — while 162 added to existing stakes and 155 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $72.2M. The largest seller was Westpac Banking Corp, cutting an estimated $96.5M.

  • 432 institutional investors held Raymond James Financial (RJF) as of Q2 2017, up from 414 in Q1 2017.
  • Funds reported $8.17B of Raymond James Financial stock for Q2 2017, up 5.3% quarter-over-quarter.
  • 48 funds opened new Raymond James Financial positions in Q2 2017 and 27 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q2 2017 was Viking Global Investors, an estimated $72.2M added.
  • The largest Raymond James Financial seller in Q2 2017 was Westpac Banking Corp, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2017.