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Raymond James Financial

485 hedge funds and large institutions have $9.02B invested in Raymond James Financial in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 170 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $16.1M

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $8.17B → $9.02B (+$852M)

3% more funds holding

Funds holding: 473485 (+12)

1.99% more ownership

Funds ownership: 106.97%108.96% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 170

Holders
485
Holders Change
+12
Holders Change %
+2.54%
% of All Funds
9.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
66
Increased
158
Reduced
170
Closed
45
Calls
$53.5M
Puts
$16.1M
Net Calls
+$37.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
226
JP Morgan Private Wealth Advisors
California
$1.1M +$689K +11,931 +183%
SAM
227
Securian Asset Management
Minnesota
$1.09M -$34.3K -595 -3%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$1.08M
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$1.06M -$83.2K -1,442 -8%
Luther King Capital Management (LKCM)
230
Luther King Capital Management (LKCM)
Texas
$1.05M -$3.81K -66 -0.4%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$1.03M -$32.7K -567 -3%
KBC Group
232
KBC Group
Belgium
$1.01M
MWA
233
Meridian Wealth Advisors
Texas
$1.01M -$23.8K -413 -2%
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$999K -$1.35M -23,453 -58%
GC
235
Globeflex Capital
California
$970K
NAM
236
Nissay Asset Management
Japan
$936K -$7.68K -133 -0.8%
ERSOT
237
Employees Retirement System of Texas
Texas
$927K -$952K -16,500 -52%
ST
238
Sabal Trust
Florida
$927K -$57.5K -997 -6%
Acadian Asset Management
239
Acadian Asset Management
Massachusetts
$923K +$893K +15,465 New
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$902K -$739K -12,795 -46%
HIP
241
Harrell Investment Partners
Texas
$895K +$866K +15,003 New
HWA
242
Heritage Wealth Advisors
Virginia
$890K -$21.8K -378 -2%
MCM
243
MAI Capital Management
Ohio
$888K -$4.5K -78 -0.5%
NMERB
244
New Mexico Educational Retirement Board
New Mexico
$868K
GT
245
Glenmede Trust
Pennsylvania
$866K +$797K +13,803 +1,848%
SRAM
246
Stone Ridge Asset Management
New York
$862K -$86.6K -1,500 -9%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$836K +$133K +2,297 +20%
CRC
248
Curi RMB Capital
Illinois
$811K
MML Investors Services
249
MML Investors Services
Massachusetts
$811K +$121K +2,103 +18%
CFA
250
Carroll Financial Associates
North Carolina
$794K

RJF Hedge Fund Activity: Q4 2019 in Review

485 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2019, worth a combined $9.02B — up 10% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RJF positions and 45 closed out — a net gain of 21 holders — while 158 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 485 institutional investors held Raymond James Financial (RJF) as of Q4 2019, up from 473 in Q3 2019.
  • Funds reported $9.02B of Raymond James Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 66 funds opened new Raymond James Financial positions in Q4 2019 and 45 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q4 2019 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Raymond James Financial seller in Q4 2019 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2019.