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Raymond James Financial

511 hedge funds and large institutions have $9.23B invested in Raymond James Financial in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $41.2M | Put options by funds: $9.88M

174% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 34

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

12% more funds holding

Funds holding: 455511 (+56)

8% more capital invested

Capital invested by funds: $8.57B → $9.23B (+$664M)

1.54% more ownership

Funds ownership: 105.84%107.38% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 169

Holders
511
Holders Change
+56
Holders Change %
+12.31%
% of All Funds
11.59%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.29%
New
93
Increased
172
Reduced
169
Closed
34
Calls
$41.2M
Puts
$9.88M
Net Calls
+$31.3M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B +$8.35M +144,895 +0.7%
BlackRock
2
BlackRock
New York
$758M +$33.2M +575,905 +5%
State Street
3
State Street
Massachusetts
$528M +$15.5M +268,903 +3%
Boston Partners
4
Boston Partners
Massachusetts
$489M +$13.9M +241,497 +3%
Viking Global Investors
5
Viking Global Investors
Connecticut
$425M +$135M +2,338,972 +49%
Wells Fargo
6
Wells Fargo
California
$357M +$60M +1,040,874 +21%
JP Morgan Chase
7
JP Morgan Chase
New York
$263M -$9.11M -158,087 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$255M -$88.2M -1,530,344 -26%
EARNEST Partners
9
EARNEST Partners
Georgia
$183M -$7.22M -125,227 -4%
FCM
10
Frontier Capital Management
Massachusetts
$158M -$10.9M -189,093 -7%
Northern Trust
11
Northern Trust
Illinois
$135M -$2.55M -44,291 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$125M +$7.05M +122,368 +6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$124M -$2.26M -39,144 -2%
Goldman Sachs
14
Goldman Sachs
New York
$122M -$918K -15,930 -0.8%
HA
15
Harfst & Associates
Wyoming
$113M
AII
16
AGF Investments Inc
Ontario, Canada
$111M +$991K +17,199 +0.9%
Bank of America
17
Bank of America
North Carolina
$110M -$9.33M -161,880 -8%
FC
18
Fairpointe Capital
Illinois
$107M -$1.58M -27,339 -1%
PG
19
Pendal Group
Australia
$106M -$4.29M -74,484 -4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$102M -$9.55M -165,815 -9%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$95.1M -$25.7M -446,214 -22%
CAM
22
Congress Asset Management
Massachusetts
$90.8M +$1.81M +31,385 +2%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$90.6M +$903K +15,678 +1%
RP
24
RR Partners
New York
$87.7M -$6.57M -113,949 -7%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$76M -$13.4M -232,123 -15%

RJF Hedge Fund Activity: Q4 2017 in Review

511 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2017, worth a combined $9.23B — up 7.8% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new RJF positions and 34 closed out — a net gain of 59 holders — while 172 added to existing stakes and 169 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $135M. The largest seller was Bank of New York Mellon, cutting an estimated $88.2M.

  • 511 institutional investors held Raymond James Financial (RJF) as of Q4 2017, up from 455 in Q3 2017.
  • Funds reported $9.23B of Raymond James Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 93 funds opened new Raymond James Financial positions in Q4 2017 and 34 closed out, a net change of +59 holders.
  • The largest Raymond James Financial buyer in Q4 2017 was Viking Global Investors, an estimated $135M added.
  • The largest Raymond James Financial seller in Q4 2017 was Bank of New York Mellon, an estimated $88.2M sold.

Based on aggregated 13F filings for Q4 2017.