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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$959M +$188M +3,694,257 +24%
BlackRock
2
BlackRock
New York
$637M +$622M +12,217,484 +3,819%
State Street
3
State Street
Massachusetts
$452M +$139M +2,728,758 +44%
Boston Partners
4
Boston Partners
Massachusetts
$415M +$37.4M +734,415 +10%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$361M -$34.1M -670,736 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$257M -$7.47M -146,812 -3%
Wells Fargo
7
Wells Fargo
California
$195M +$13.4M +263,402 +7%
FCM
8
Frontier Capital Management
Massachusetts
$167M -$6.19M -121,680 -4%
EARNEST Partners
9
EARNEST Partners
Georgia
$165M -$1.34M -26,247 -0.8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$131M -$35.4M -696,290 -21%
Prudential Financial
11
Prudential Financial
New Jersey
$119M +$6.72M +132,025 +6%
Goldman Sachs
12
Goldman Sachs
New York
$115M -$15.3M -301,290 -12%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$112M -$6.21M -122,078 -5%
AQR Capital Management
14
AQR Capital Management
Connecticut
$112M +$16M +313,603 +17%
Fisher Asset Management
15
Fisher Asset Management
Washington
$112M -$7.74M -152,098 -6%
Northern Trust
16
Northern Trust
Illinois
$111M +$14M +274,158 +14%
FC
17
Fairpointe Capital
Illinois
$101M -$46.4M -911,300 -32%
RP
18
RR Partners
New York
$100M -$21.4M -420,150 -18%
AII
19
AGF Investments Inc
Ontario, Canada
$99.9M -$2.73M -53,640 -3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$99.6M +$29.4M +577,956 +42%
WBC
21
Westpac Banking Corp
Australia
$98.1M +$96.9M +1,903,969 +7,243%
HA
22
Harfst & Associates
Wyoming
$96.4M -$87K -1,710 -0.1%
Citadel Advisors
23
Citadel Advisors
Florida
$94.7M +$77.3M +1,519,818 +442%
CWAM
24
Columbia Wanger Asset Management
Illinois
$81.3M -$3.85M -75,648 -5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$78.7M -$4.74M -93,082 -6%

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.