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Raymond James Financial

473 hedge funds and large institutions have $8.17B invested in Raymond James Financial in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 170 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $19.5M

0.89% more ownership

Funds ownership: 106.08%106.97% (+0.89%)

3% less capital invested

Capital invested by funds: $8.38B → $8.17B (-$217M)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 177

5% less funds holding

Funds holding: 499473 (-26)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

37% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 62

Holders
473
Holders Change
-26
Holders Change %
-5.21%
% of All Funds
10.37%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
39
Increased
170
Reduced
177
Closed
62
Calls
$42.3M
Puts
$19.5M
Net Calls
+$22.8M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
251
Heritage Wealth Advisors
Virginia
$841K
MWC
252
MBM Wealth Consultants
Missouri
$840K -$6.84K -126 -0.8%
SO
253
STRS Ohio
Ohio
$836K -$13.9K -255 -2%
MCM
254
MAI Capital Management
Ohio
$823K +$22.5K +415 +3%
MCIM
255
Meadow Creek Investment Management
Georgia
$810K +$41.1K +756 +5%
NMERB
256
New Mexico Educational Retirement Board
New Mexico
$800K -$57K -1,050 -7%
FHB
257
First Hawaiian Bank
Hawaii
$779K -$4.4K -81 -0.6%
AAM
258
Advisors Asset Management
Colorado
$778K -$13.2K -243 -2%
CRC
259
Curi RMB Capital
Illinois
$748K -$4.07K -75 -0.5%
NB
260
Norinchukin Bank
Japan
$740K +$21.7K +399 +3%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$737K +$729K +13,412 New
CFA
262
Carroll Financial Associates
North Carolina
$731K
HNB
263
Huntington National Bank
Ohio
$709K
WAM
264
World Asset Management
Michigan
$680K +$13.4K +247 +2%
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$653K +$40.7K +750 +7%
TP
266
Tranquility Partners
Tennessee
$652K +$93.5K +1,722 +17%
SFM
267
Systematic Financial Management
New Jersey
$649K +$152K +2,805 +31%
Commonwealth Equity Services
268
Commonwealth Equity Services
Massachusetts
$644K +$54.3K +1,000 +9%
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$642K +$76.3K +1,404 +14%
MME
270
Meag Munich Ergo
Germany
$639K +$211K +3,882 +51%
EP
271
Elkfork Partners
Oregon
$637K +$32.3K +594 +5%
IG
272
ING Group
Netherlands
$636K -$912K -16,782 -59%
MML Investors Services
273
MML Investors Services
Massachusetts
$632K +$2.12K +39 +0.3%
SIM
274
Sentry Investment Management
Wisconsin
$625K
BC
275
Brinker Capital
Pennsylvania
$616K +$38.1K +701 +7%

RJF Hedge Fund Activity: Q3 2019 in Review

473 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2019, worth a combined $8.17B — down 2.6% from $8.38B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of RJF and 39 opened new positions — a net loss of 23 holders — while 177 trimmed existing stakes and 170 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $163M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $79.2M sold.

  • 473 institutional investors held Raymond James Financial (RJF) as of Q3 2019, down from 499 in Q2 2019.
  • Funds reported $8.17B of Raymond James Financial stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 39 funds opened new Raymond James Financial positions in Q3 2019 and 62 closed out, a net change of -23 holders.
  • The largest Raymond James Financial buyer in Q3 2019 was Eminence Capital, an estimated $163M added.
  • The largest Raymond James Financial seller in Q3 2019 was Balyasny Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q3 2019.