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Raymond James Financial
RJF

517 hedge funds and large institutions have $9.4B invested in Raymond James Financial in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 192 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $38.5M | Put options by funds: $12.2M

20% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 56

1% more funds holding

Funds holding: 511 → 517 (+6)

1.05% more ownership

Funds ownership: 107.38% → 108.42% (+1%)

2% more capital invested

Capital invested by funds: $9.23B → $9.4B (+$165M)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 192

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
517
Holders Change
+6
Holders Change %
+1.17%
% of All Funds
11.85%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.25%
New
67
Increased
173
Reduced
192
Closed
56
Calls
$38.5M
Puts
$12.2M
Net Calls
+$26.3M
Net Calls Change
-$5.05M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$151M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$139M
3
HCM
Highfields Capital Management
Massachusetts
+$105M
4
EVM
Eaton Vance Management
Massachusetts
+$87.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$82.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$150M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$61.7M
3
Goldman Sachs
Goldman Sachs
New York
-$36.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$34M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$33.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B +$15.8M +254,540 +1%
BlackRock
2
BlackRock
New York
$773M +$15.4M +246,920 +2%
Viking Global Investors
3
Viking Global Investors
Connecticut
$571M +$151M +2,431,940 +34%
State Street
4
State Street
Massachusetts
$502M -$27.8M -447,384 -5%
Boston Partners
5
Boston Partners
Massachusetts
$463M -$27.4M -439,881 -5%
Wells Fargo
6
Wells Fargo
California
$375M +$18.4M +295,734 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$259M -$3.75M -60,331 -1%
EARNEST Partners
8
EARNEST Partners
Georgia
$169M -$14.6M -234,920 -8%
FCM
9
Frontier Capital Management
Massachusetts
$145M -$14.2M -228,905 -9%
Ameriprise
10
Ameriprise
Minnesota
$135M +$78.7M +1,264,011 +126%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$134M +$139M +2,236,305 +13,425%
Northern Trust
12
Northern Trust
Illinois
$132M -$2.96M -47,605 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$131M +$5.97M +95,867 +5%
Fisher Asset Management
14
Fisher Asset Management
Washington
$122M -$2.84M -45,618 -2%
HA
15
Harfst & Associates
Wyoming
$113M +$5.1K +82 +0%
EVM
16
Eaton Vance Management
Massachusetts
$111M +$87.1M +1,400,262 +301%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$111M -$150M -2,414,146 -56%
AII
18
AGF Investments Inc
Ontario, Canada
$104M -$7.49M -120,351 -6%
PG
19
Pendal Group
Australia
$102M -$4.33M -69,579 -4%
Millennium Management
20
Millennium Management
New York
$102M +$45.7M +733,965 +75%
HCM
21
Highfields Capital Management
Massachusetts
$100M +$105M +1,684,500 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$98.5M +$82.1M +1,318,826 +394%
FC
23
Fairpointe Capital
Illinois
$98.3M -$9.15M -147,117 -8%
Bank of America
24
Bank of America
North Carolina
$95.3M -$15.2M -243,997 -13%
CAM
25
Congress Asset Management
Massachusetts
$90.8M -$193K -3,096 -0.2%
1
2 3 4 5

RJF Hedge Fund Activity: Q1 2018 in Review

517 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2018, worth a combined $9.4B — up 1.8% from $9.23B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new RJF positions and 56 closed out — a net gain of 11 holders — while 173 added to existing stakes and 192 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $151M. The largest seller was Bank of New York Mellon, cutting an estimated $150M.

  • 517 institutional investors held Raymond James Financial (RJF) as of Q1 2018, up from 511 in Q4 2017.
  • Funds reported $9.4B of Raymond James Financial stock for Q1 2018, up 1.8% quarter-over-quarter.
  • 67 funds opened new Raymond James Financial positions in Q1 2018 and 56 closed out, a net change of +11 holders.
  • The largest Raymond James Financial buyer in Q1 2018 was Viking Global Investors, an estimated $151M added.
  • The largest Raymond James Financial seller in Q1 2018 was Bank of New York Mellon, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2018.