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Raymond James Financial

511 hedge funds and large institutions have $9.23B invested in Raymond James Financial in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $9.88M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

12% more funds holding

Funds holding: 455511 (+56)

8% more capital invested

Capital invested by funds: $8.57B → $9.23B (+$664M)

1.54% more ownership

Funds ownership: 105.84%107.38% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

Holders
511
Holders Change
+56
Holders Change %
+12.31%
% of All Funds
11.59%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
93
Increased
172
Reduced
169
Closed
34
Calls
$41.2M
Puts
$9.88M
Net Calls
+$31.3M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
201
Mutual of America Capital Management
New York
$2.07M -$77.6K -1,346 -4%
Aberdeen Group
202
Aberdeen Group
United Kingdom
$2.06M +$36.4K +631 +2%
BUB
203
BBVA USA Bancshares
Texas
$2.05M -$123K -2,136 -6%
DWM
204
Doyle Wealth Management
Florida
$2.03M -$20.7K -360 -1%
SG Americas Securities
205
SG Americas Securities
New York
$1.96M -$247K -4,287 -12%
Jacobs Levy Equity Management
206
Jacobs Levy Equity Management
New Jersey
$1.94M +$384K +6,660 +26%
MLICM
207
Metropolitan Life Insurance Company (MetLife)
New York
$1.9M -$3.54M -61,462 -66%
SBH
208
Segall Bryant & Hamill
Illinois
$1.87M -$177K -3,066 -9%
CWM
209
Cahaba Wealth Management
Georgia
$1.86M +$9.05K +157 +0.5%
BIA
210
BMT Investment Advisors
Pennsylvania
$1.84M +$130K +2,264 +8%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.84M -$10.1K -175 -0.6%
BF
212
BOK Financial
Oklahoma
$1.83M -$23.7K -411 -1%
EIM
213
ExxonMobil Investment Management
Texas
$1.82M -$259K -4,498 -13%
Nomura Holdings
214
Nomura Holdings
Japan
$1.82M -$359K -6,237 -17%
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$1.8M +$76.9K +1,335 +5%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$1.8M -$179K -3,101 -9%
CCMINC
217
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.8M -$18.3K -317 -1%
Nomura Asset Management
218
Nomura Asset Management
Japan
$1.75M +$143K +2,480 +9%
MCIM
219
Meadow Creek Investment Management
Georgia
$1.73M -$506K -8,778 -23%
LPL Financial
220
LPL Financial
California
$1.71M +$98.1K +1,702 +6%
Verition Fund Management
221
Verition Fund Management
Connecticut
$1.7M +$398K +6,906 +32%
SO
222
STRS Ohio
Ohio
$1.61M +$31.1K +540 +2%
MSA
223
Mason Street Advisors
Wisconsin
$1.6M +$7.55K +131 +0.5%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$1.59M +$142K +2,465 +10%
NEPPG
225
New England Professional Planning Group
Rhode Island
$1.58M +$1.51M +26,250 New

RJF Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2017, worth a combined $9.23B — up 7.8% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new RJF positions and 34 closed out — a net gain of 59 holders — while 172 added to existing stakes and 169 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $135M. The largest seller was Bank of New York Mellon, cutting an estimated $88.2M.

  • 511 institutional investors held Raymond James Financial (RJF) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $9.23B of Raymond James Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 93 funds opened new Raymond James Financial positions in Q4 2017 and 34 closed out, a net change of +59 holders.
  • The largest Raymond James Financial buyer in Q4 2017 was Viking Global Investors, an estimated $135M added.
  • The largest Raymond James Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $88.2M sold.

Based on aggregated 13F filings for Q4 2017.