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Raymond James Financial
RJF

661 hedge funds and large institutions have $17.2B invested in Raymond James Financial in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 242 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $26.5M

62% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 50

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

11% more capital invested

Capital invested by funds: $15.5B → $17.2B (+$1.75B)

4% more funds holding

Funds holding: 637 → 661 (+24)

1.36% more ownership

Funds ownership: 77.25% → 78.61% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 222

Holders
661
Holders Change
+24
Holders Change %
+3.77%
% of All Funds
10.43%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
81
Increased
242
Reduced
222
Closed
50
Calls
$64.6M
Puts
$26.5M
Net Calls
+$38.1M
Net Calls Change
+$2.79M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$266M
2
AII
AGF Investments Inc
Ontario, Canada
+$170M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$164M
4
Primecap Management
Primecap Management
California
+$146M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$154M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$85.5M
3
Millennium Management
Millennium Management
New York
-$54.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.85M -$530K -5,000 -16%
DnB Asset Management
252
DnB Asset Management
Norway
$2.81M +$237K +2,233 +10%
PCM
253
Prelude Capital Management
New York
$2.8M +$2.7M +25,441 New
WAM
254
Wakefield Asset Management
Colorado
$2.79M +$2.68M +25,343 New
SAM
255
Shell Asset Management
Netherlands
$2.78M +$970K +9,159 +57%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.75M +$186K +1,753 +8%
Bank of Nova Scotia
257
Bank of Nova Scotia
Ontario, Canada
$2.7M -$1.27M -11,962 -33%
CFFP
258
Center for Financial Planning
Michigan
$2.69M +$81K +765 +3%
TPSF
259
Texas Permanent School Fund
Texas
$2.66M -$139K -1,312 -5%
WVP
260
Worth Venture Partners
New Jersey
$2.65M +$534K +5,038 +26%
AWCI
261
Alpine Woods Capital Investors
New York
$2.64M – – –
BCI
262
Brinker Capital Investments
Pennsylvania
$2.57M -$440K -4,151 -15%
BA
263
Bridgewater Associates
Connecticut
$2.53M -$1.4M -13,184 -36%
Wealthfront Advisers
264
Wealthfront Advisers
California
$2.53M -$195K -1,841 -7%
BAM
265
Blueshift Asset Management
New Jersey
$2.51M +$2.42M +22,824 New
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$2.5M -$343K -3,238 -12%
KWM
267
Kaydan Wealth Management
Michigan
$2.43M – – –
SFI
268
SPC Financial Inc
Maryland
$2.42M -$31.8K -300 -1%
SFP
269
Sweet Financial Partners
Minnesota
$2.4M +$204K +1,930 +10%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$2.35M -$2.45M -23,169 -52%
CGPCS
271
Capital Group Private Client Services
California
$2.34M – – –
MYIA
272
Mount Yale Investment Advisors
Colorado
$2.33M -$119K -1,124 -5%
NAM
273
Nissay Asset Management
Japan
$2.24M +$47.1K +445 +2%
AI
274
Atria Investments
North Carolina
$2.19M +$604K +5,701 +40%
HighTower Advisors
275
HighTower Advisors
Illinois
$2.17M -$19.7K -186 -0.9%
9 10
11
12 13

RJF Hedge Fund Activity: Q1 2022 in Review

661 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2022, worth a combined $17.2B — up 11% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new RJF positions and 50 closed out — a net gain of 31 holders — while 242 added to existing stakes and 222 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was BlackRock, cutting an estimated $154M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2022, up from 637 in Q4 2021.
  • Funds reported $17.2B of Raymond James Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 81 funds opened new Raymond James Financial positions in Q1 2022 and 50 closed out, a net change of +31 holders.
  • The largest Raymond James Financial buyer in Q1 2022 was Wellington Management Group, an estimated $266M added.
  • The largest Raymond James Financial seller in Q1 2022 was BlackRock, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.