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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
PHK
276
Point72 Hong Kong
Hong Kong
$591K +$584K +10,757 New
AP
277
Advisor Partners
California
$587K -$31.8K -586 -5%
MOS
278
MGO One Seven
Ohio
$570K +$86.2K +1,587 +18%
SWMG
279
Signature Wealth Management Group
Georgia
$568K -$19.2K -354 -3%
IB
280
Intrust Bank
Kansas
$567K -$37.6K -693 -6%
M&T Bank
281
M&T Bank
New York
$527K +$3.91K +72 +0.8%
KRS
282
Kentucky Retirement Systems
Kentucky
$522K +$36.4K +670 +8%
ELI
283
Empire Life Investments
Ontario, Canada
$519K +$6.84K +126 +1%
GFP
284
Gryphon Financial Partners
Ohio
$513K -$80.7K -1,486 -14%
TC
285
TownSquare Capital
Utah
$512K +$22K +405 +5%
MA
286
Mutual Advisors
Nebraska
$502K
PSP
287
Principal Street Partners
Tennessee
$497K
LIA
288
LS Investment Advisors
Michigan
$495K -$12.3K -226 -2%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$487K -$32.6K -600 -6%
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$483K -$885K -16,283 -65%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$483K +$89.5K +1,648 +23%
CCG
292
Chatham Capital Group
Georgia
$472K
AI
293
Atria Investments
North Carolina
$466K -$35.6K -656 -7%
TAM
294
Tyers Asset Management
Texas
$463K +$23.5K +432 +5%
CSS
295
Cubist Systematic Strategies
Connecticut
$462K -$7.93M -145,979 -95%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$461K +$14.7K +270 +3%
MYIA
297
Mount Yale Investment Advisors
Colorado
$460K -$4.73K -87 -1%
SC
298
Saturna Capital
Washington
$459K
HIM
299
Hillsdale Investment Management
Ontario, Canada
$453K
KeyBank National Association
300
KeyBank National Association
Ohio
$442K -$14.4K -265 -3%

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.