Raymond James Financial
456 hedge funds and large institutions have $8.58B invested in Raymond James Financial in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 167 reducing their positions, and 28 closing their positions.
211% more call options, than puts
Call options by funds: $37.4M | Put options by funds: $12M
111% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 28
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
5% more funds holding
Funds holding: 433 → 456 (+23)
5% more capital invested
Capital invested by funds: $8.17B → $8.58B (+$410M)
0.25% less ownership
Funds ownership: 106.1% → 105.85% (-0.25%)
10% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$182M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$34.5M |
| 3 |
Goldman Sachs
New York
|
+$23.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$60.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$44.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$43.4M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$37.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.9M |
RJF Hedge Fund Activity: Q3 2017 in Review
456 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2017, worth a combined $8.58B — up 5% from $8.17B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new RJF positions and 28 closed out — a net gain of 31 holders — while 151 added to existing stakes and 167 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $182M. The largest seller was Bank of Montreal, cutting an estimated $60.5M.
- 456 institutional investors held Raymond James Financial (RJF) as of Q3 2017, up from 433 in Q2 2017.
- Funds reported $8.58B of Raymond James Financial stock for Q3 2017, up 5% quarter-over-quarter.
- 59 funds opened new Raymond James Financial positions in Q3 2017 and 28 closed out, a net change of +31 holders.
- The largest Raymond James Financial buyer in Q3 2017 was Viking Global Investors, an estimated $182M added.
- The largest Raymond James Financial seller in Q3 2017 was Bank of Montreal, an estimated $60.5M sold.
Based on aggregated 13F filings for Q3 2017.