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Raymond James Financial

395 hedge funds and large institutions have $6.84B invested in Raymond James Financial in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 126 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $3.71M

295% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $5.69B → $6.84B (+$1.15B)

18% more funds holding

Funds holding: 335395 (+60)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.17% more ownership

Funds ownership: 104.2%104.37% (+0.17%)

5% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 133

Holders
395
Holders Change
+60
Holders Change %
+17.91%
% of All Funds
9.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
87
Increased
126
Reduced
133
Closed
22
Calls
$41.1M
Puts
$3.71M
Net Calls
+$37.3M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$700M +$21.9M +496,018 +3%
BFA
2
BlackRock Fund Advisors
California
$363M +$26.2M +593,307 +8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$359M -$39.9M -903,124 -10%
Boston Partners
4
Boston Partners
Massachusetts
$343M -$70.3M -1,589,854 -18%
BIT
5
BlackRock Institutional Trust
California
$295M +$26.6M +601,975 +10%
State Street
6
State Street
Massachusetts
$285M +$6.22M +140,745 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$241M +$2.81M +63,612 +1%
Wells Fargo
8
Wells Fargo
California
$165M -$15.4M -348,959 -9%
FCM
9
Frontier Capital Management
Massachusetts
$157M -$456K -10,312 -0.3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$151M -$103M -2,333,130 -42%
EARNEST Partners
11
EARNEST Partners
Georgia
$151M -$11.3M -254,954 -7%
FC
12
Fairpointe Capital
Illinois
$134M -$29.3M -662,367 -19%
Goldman Sachs
13
Goldman Sachs
New York
$119M -$22.1M -500,977 -16%
RP
14
RR Partners
New York
$110M -$3.64M -82,350 -3%
Fisher Asset Management
15
Fisher Asset Management
Washington
$109M -$2.2M -49,686 -2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$108M +$8.66M +195,975 +9%
Prudential Financial
17
Prudential Financial
New Jersey
$102M +$1.17M +26,427 +1%
AII
18
AGF Investments Inc
Ontario, Canada
$93.2M +$7.61M +172,071 +9%
Northern Trust
19
Northern Trust
Illinois
$87.9M -$12.3M -277,417 -13%
HA
20
Harfst & Associates
Wyoming
$87.7M
AQR Capital Management
21
AQR Capital Management
Connecticut
$87.4M +$8.3M +187,836 +11%
Norges Bank
22
Norges Bank
Norway
$80.4M +$10.1M +229,148 +15%
CWAM
23
Columbia Wanger Asset Management
Illinois
$77.4M -$11.5M -260,490 -13%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$75.8M +$72.5M +1,640,328 New
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$71.5M -$8.89M -201,139 -12%

RJF Hedge Fund Activity: Q4 2016 in Review

395 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2016, worth a combined $6.84B — up 20% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new RJF positions and 22 closed out — a net gain of 65 holders — while 126 added to existing stakes and 133 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $72.5M. The largest seller was Wellington Management Group, cutting an estimated $103M.

  • 395 institutional investors held Raymond James Financial (RJF) as of Q4 2016, up from 335 in Q3 2016.
  • Funds reported $6.84B of Raymond James Financial stock for Q4 2016, up 20% quarter-over-quarter.
  • 87 funds opened new Raymond James Financial positions in Q4 2016 and 22 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2016 was Lord, Abbett & Co, an estimated $72.5M added.
  • The largest Raymond James Financial seller in Q4 2016 was Wellington Management Group, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2016.