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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
HNB
251
Huntington National Bank
Ohio
$768K
FHB
252
First Hawaiian Bank
Hawaii
$767K -$76.2K -1,320 -9%
Baird Financial Group
253
Baird Financial Group
Wisconsin
$764K -$175K -3,034 -19%
AI
254
Atria Investments
North Carolina
$762K +$248K +4,302 +51%
CCIA
255
Campbell & Co Investment Adviser
Maryland
$747K +$723K +12,527 New
Allianz Asset Management
256
Allianz Asset Management
Germany
$739K -$13.5M -233,348 -95%
WAM
257
World Asset Management
Michigan
$737K -$866 -15 -0.1%
SFM
258
Systematic Financial Management
New Jersey
$721K +$16.9K +293 +2%
AAM
259
Advisors Asset Management
Colorado
$711K -$129K -2,241 -16%
COPPSERS
260
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$711K +$2.89K +50 +0.4%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$696K
B
262
Barings
North Carolina
$685K -$771K -13,350 -54%
SIM
263
Sentry Investment Management
Wisconsin
$678K
NB
264
Norinchukin Bank
Japan
$668K -$131K -2,262 -17%
WI
265
WBI Investments
New Jersey
$647K +$627K +10,856 New
IB
266
Intrust Bank
Kansas
$646K +$29.7K +514 +5%
BC
267
Brinker Capital
Pennsylvania
$644K -$23.6K -408 -4%
CB
268
Commerce Bank
Missouri
$640K +$214K +3,712 +53%
AP
269
Advisor Partners
California
$634K -$29.6K -513 -5%
TI
270
tru Independence
Oregon
$626K +$857K +14,850 New
OI
271
Oakbrook Investments
Illinois
$622K -$364K -6,300 -38%
SM
272
Sciencast Management
New Jersey
$622K +$589K +10,208 New
MOS
273
MGO One Seven
Ohio
$618K +$346 +6 +0.1%
Squarepoint
274
Squarepoint
New York
$603K -$6.77M -117,262 -92%
MA
275
Mutual Advisors
Nebraska
$598K +$51K +884 +10%

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.