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Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
226
Center for Financial Planning
Michigan
$2.28M -$269 -3 -0%
CSS
227
Cubist Systematic Strategies
Connecticut
$2.26M +$1.59M +17,712 +260%
Truist Financial
228
Truist Financial
North Carolina
$2.24M +$286K +3,196 +15%
KBC Group
229
KBC Group
Belgium
$2.23M -$2.16M -24,107 -50%
II
230
IFM Investors
Australia
$2.22M -$179 -2 -0%
AWCI
231
Alpine Woods Capital Investors
New York
$2.21M
American Century Companies
232
American Century Companies
Missouri
$2.21M +$777K +8,669 +57%
COPPSERS
233
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.14M +$20.2K +225 +1%
SFI
234
SPC Financial Inc
Maryland
$2.13M -$80.6K -900 -4%
ERSOT
235
Employees Retirement System of Texas
Texas
$2.13M
BU
236
BBVA USA
Alabama
$2.13M -$81.9K -914 -4%
MYIA
237
Mount Yale Investment Advisors
Colorado
$2.09M +$10.3K +115 +0.5%
Millennium Management
238
Millennium Management
New York
$2.08M -$6.26M -69,831 -76%
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$2.05M -$51.3K -573 -3%
CGPCS
240
Capital Group Private Client Services
California
$1.96M +$1.9M +21,262 New
DnB Asset Management
241
DnB Asset Management
Norway
$1.95M +$148K +1,647 +8%
DIA
242
Dean Investment Associates
Ohio
$1.95M -$53.7K -600 -3%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$1.94M +$259K +2,887 +16%
CGH
244
Crossmark Global Holdings
Texas
$1.87M +$40.2K +449 +2%
GAM
245
Gotham Asset Management
New York
$1.85M +$629K +7,023 +54%
NAM
246
Nissay Asset Management
Japan
$1.83M +$63.6K +710 +4%
CIA
247
Cascade Investment Advisors
Oregon
$1.82M -$173K -1,936 -9%
Mackenzie Financial
248
Mackenzie Financial
Ontario, Canada
$1.79M +$314K +3,506 +22%
HighTower Advisors
249
HighTower Advisors
Illinois
$1.77M +$27.1K +303 +2%
MML Investors Services
250
MML Investors Services
Massachusetts
$1.77M +$175K +1,959 +11%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.