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Raymond James Financial

492 hedge funds and large institutions have $9.76B invested in Raymond James Financial in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 167 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.41B → $9.76B (+$355M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.11% less ownership

Funds ownership: 108.31%108.2% (-0.11%)

6% less funds holding

Funds holding: 521492 (-29)

14% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 194

43% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 61

44% less call options, than puts

Call options by funds: $38.4M | Put options by funds: $69.2M

Holders
492
Holders Change
-29
Holders Change %
-5.57%
% of All Funds
11.25%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
35
Increased
167
Reduced
194
Closed
61
Calls
$38.4M
Puts
$69.2M
Net Calls
-$30.8M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
201
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.83M -$2.4K -39 -0.1%
AI
202
Atria Investments
North Carolina
$1.73M -$99.4K -1,614 -5%
SO
203
STRS Ohio
Ohio
$1.71M -$6.16K -100 -0.4%
MSA
204
Mason Street Advisors
Wisconsin
$1.7M +$22.6K +366 +1%
GT
205
Glenmede Trust
Pennsylvania
$1.68M -$2.79M -45,216 -62%
DILIC
206
Dai-ichi Life Insurance Company
Japan
$1.66M
AB
207
Amalgamated Bank
New York
$1.61M -$42.8K -694 -3%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$1.6M +$47.6K +773 +3%
CWM
209
CIBC World Markets
New York
$1.59M -$95.6K -1,551 -6%
NEPPG
210
New England Professional Planning Group
Rhode Island
$1.59M
ARTA
211
A.R.T. Advisors
New York
$1.59M -$2.81M -45,600 -64%
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$1.58M -$41.3K -671 -3%
Point72 Asset Management
213
Point72 Asset Management
Connecticut
$1.56M +$1.56M +25,350 New
ZCA
214
Zeke Capital Advisors
Pennsylvania
$1.54M +$1.54M +25,062 New
NIPH
215
NN Investment Partners Holdings
Netherlands
$1.52M
GLA
216
Great Lakes Advisors
Illinois
$1.49M -$367K -5,951 -20%
GC
217
Globeflex Capital
California
$1.47M
IG
218
ING Group
Netherlands
$1.45M +$174K +2,821 +14%
WPC
219
White Pine Capital
Minnesota
$1.45M
CSS
220
Cubist Systematic Strategies
Connecticut
$1.41M -$64.3K -1,043 -4%
B
221
BP
United Kingdom
$1.38M
OI
222
Oakbrook Investments
Illinois
$1.37M +$397K +6,450 +41%
N
223
Natixis
France
$1.36M +$481K +7,801 +54%
BLA
224
Balter Liquid Alternatives
Massachusetts
$1.36M +$980K +15,912 +254%
RCAMU
225
Rothschild & Co Asset Management US
Connecticut
$1.34M -$8.13K -132 -0.6%

RJF Hedge Fund Activity: Q3 2018 in Review

492 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2018, worth a combined $9.76B — up 3.8% from $9.41B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of RJF and 35 opened new positions — a net loss of 26 holders — while 194 trimmed existing stakes and 167 added.

The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $192M. The largest seller was Viking Global Investors, cutting an estimated $168M.

  • 492 institutional investors held Raymond James Financial (RJF) as of Q3 2018, down from 521 in Q2 2018.
  • Funds reported $9.76B of Raymond James Financial stock for Q3 2018, up 3.8% quarter-over-quarter.
  • 35 funds opened new Raymond James Financial positions in Q3 2018 and 61 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q3 2018 was Brave Warrior Advisors, an estimated $192M added.
  • The largest Raymond James Financial seller in Q3 2018 was Viking Global Investors, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2018.