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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
WVP
251
Worth Venture Partners
New Jersey
$1.76M
SAM
252
Shell Asset Management
Netherlands
$1.72M -$58.3K -651 -3%
OPPTF
253
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.7M -$95.8K -1,070 -6%
WPC
254
White Pine Capital
Minnesota
$1.61M -$40.6K -453 -3%
HA
255
Heartland Advisors
Wisconsin
$1.61M -$1.31M -14,633 -46%
PHK
256
Point72 Hong Kong
Hong Kong
$1.6M +$1.54M +17,193 +10,484%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$1.58M -$189K -2,105 -11%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$1.57M -$41.6K -464 -3%
Wealthfront Advisers
259
Wealthfront Advisers
California
$1.51M +$932K +10,404 +174%
ACP
260
Aviance Capital Partners
Florida
$1.5M +$5.82K +65 +0.4%
Simplex Trading
261
Simplex Trading
Illinois
$1.5M -$509K -5,687 -33%
MWA
262
Meridian Wealth Advisors
Texas
$1.49M +$53.7K +600 +4%
AFS
263
Aft Forsyth & Sober
Florida
$1.45M +$26.9K +300 +2%
Tudor Investment Corp
264
Tudor Investment Corp
Connecticut
$1.45M +$1.1M +12,245 +357%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$1.43M +$1.04M +11,618 +302%
SAM
266
Securian Asset Management
Minnesota
$1.42M
GCMG
267
Gyroscope Capital Management Group
Florida
$1.39M +$53.2K +594 +4%
9WM
268
9258 Wealth Management
Ohio
$1.39M -$90 -1 -0%
Luther King Capital Management (LKCM)
269
Luther King Capital Management (LKCM)
Texas
$1.38M -$54.9K -613 -4%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$1.32M
HWA
272
Heritage Wealth Advisors
Virginia
$1.32M -$90 -1 -0%
Walleye Trading
273
Walleye Trading
New York
$1.31M +$1.27M +14,185 New
SAM
274
Storebrand Asset Management
Norway
$1.29M +$95.9K +1,071 +8%
GC
275
Globeflex Capital
California
$1.29M -$90 -1 -0%

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.