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Raymond James Financial

521 hedge funds and large institutions have $9.41B invested in Raymond James Financial in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 170 increasing their positions, 206 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $14.4M

22% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 49

1% more funds holding

Funds holding: 517521 (+4)

0% more capital invested

Capital invested by funds: $9.4B → $9.41B (+$12.8M)

0.11% less ownership

Funds ownership: 108.42%108.31% (-0.11%)

17% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 206

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
521
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
11.93%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
60
Increased
170
Reduced
206
Closed
49
Calls
$37.6M
Puts
$14.4M
Net Calls
+$23.2M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B +$12.2M +196,582 +1%
BlackRock
2
BlackRock
New York
$762M -$11.1M -179,651 -1%
Viking Global Investors
3
Viking Global Investors
Connecticut
$535M -$36.2M -583,232 -6%
State Street
4
State Street
Massachusetts
$493M -$9.06M -145,945 -2%
Wells Fargo
5
Wells Fargo
California
$404M +$30M +483,021 +8%
Boston Partners
6
Boston Partners
Massachusetts
$388M -$77.6M -1,250,300 -16%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$310M +$183M +2,954,805 +131%
JP Morgan Chase
8
JP Morgan Chase
New York
$235M -$25.1M -405,104 -9%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$209M +$115M +1,859,995 +113%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$168M +$59.1M +951,567 +51%
EARNEST Partners
11
EARNEST Partners
Georgia
$166M -$3.06M -49,284 -2%
Ameriprise
12
Ameriprise
Minnesota
$158M +$23.9M +384,754 +17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$133M +$2.12M +34,102 +2%
FCM
14
Frontier Capital Management
Massachusetts
$132M -$13.2M -212,572 -9%
Northern Trust
15
Northern Trust
Illinois
$131M -$1.05M -16,922 -0.8%
Fisher Asset Management
16
Fisher Asset Management
Washington
$120M -$2.11M -34,064 -2%
HA
17
Harfst & Associates
Wyoming
$113M +$23.3K +375 +0%
HCM
18
Highfields Capital Management
Massachusetts
$103M +$2.72M +43,800 +3%
PG
19
Pendal Group
Australia
$93.1M -$9.55M -153,954 -9%
Bank of America
20
Bank of America
North Carolina
$91.1M -$4.29M -69,171 -4%
CAM
21
Congress Asset Management
Massachusetts
$89.8M -$935K -15,072 -1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$85.8M +$20.6M +332,069 +30%
PCM
23
Palestra Capital Management
New York
$85.2M +$88.7M +1,429,500 New
FC
24
Fairpointe Capital
Illinois
$80.9M -$18M -290,492 -18%
RP
25
RR Partners
New York
$79.6M -$521K -8,400 -0.6%

RJF Hedge Fund Activity: Q2 2018 in Review

521 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2018, worth a combined $9.41B — up 0.14% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new RJF positions and 49 closed out — a net gain of 11 holders — while 170 added to existing stakes and 206 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $183M. The largest seller was Eaton Vance Management, cutting an estimated $82.1M.

  • 521 institutional investors held Raymond James Financial (RJF) as of Q2 2018, up from 517 in Q1 2018.
  • Funds reported $9.41B of Raymond James Financial stock for Q2 2018, up 0.14% quarter-over-quarter.
  • 60 funds opened new Raymond James Financial positions in Q2 2018 and 49 closed out, a net change of +11 holders.
  • The largest Raymond James Financial buyer in Q2 2018 was Wellington Management Group, an estimated $183M added.
  • The largest Raymond James Financial seller in Q2 2018 was Eaton Vance Management, an estimated $82.1M sold.

Based on aggregated 13F filings for Q2 2018.