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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B +$24.1M +479,186 +3%
BlackRock
2
BlackRock
New York
$633M -$35.2M -698,688 -6%
State Street
3
State Street
Massachusetts
$466M -$9M -178,776 -2%
Boston Partners
4
Boston Partners
Massachusetts
$424M -$11.7M -233,243 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$317M -$58.9M -1,169,748 -16%
JP Morgan Chase
6
JP Morgan Chase
New York
$258M -$11.8M -234,716 -5%
Wells Fargo
7
Wells Fargo
California
$257M +$48.5M +963,711 +25%
EARNEST Partners
8
EARNEST Partners
Georgia
$173M -$1.17M -23,148 -0.7%
FCM
9
Frontier Capital Management
Massachusetts
$158M -$16.6M -330,188 -10%
Prudential Financial
10
Prudential Financial
New Jersey
$119M -$5.92M -117,555 -5%
Northern Trust
11
Northern Trust
Illinois
$117M +$815K +16,191 +0.7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$115M -$2.83M -56,315 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$105M -$11.8M -234,601 -11%
RP
14
RR Partners
New York
$105M
AII
15
AGF Investments Inc
Ontario, Canada
$103M -$1.83M -36,324 -2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$103M -$14.3M -285,040 -13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$103M -$1.88M -37,275 -2%
FC
18
Fairpointe Capital
Illinois
$103M -$3.12M -62,049 -3%
HA
19
Harfst & Associates
Wyoming
$101M -$78.9K -1,567 -0.1%
PG
20
Pendal Group
Australia
$98.8M +$93M +1,846,910 New
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$96.7M +$59.5M +1,181,094 +188%
Citadel Advisors
22
Citadel Advisors
Florida
$91.7M -$7.5M -148,907 -8%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$90.4M +$7.24M +143,863 +9%
Goldman Sachs
24
Goldman Sachs
New York
$86.8M -$32.6M -647,777 -29%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$86.8M +$9.71M +192,800 +13%

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.