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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
ELI
276
Empire Life Investments
Ontario, Canada
$593K +$29.5K +511 +5%
Marshall Wace
277
Marshall Wace
United Kingdom
$587K -$16.2M -279,936 -97%
SWMG
278
Signature Wealth Management Group
Georgia
$575K -$40.1K -694 -7%
KRS
279
Kentucky Retirement Systems
Kentucky
$568K +$1.73K +30 +0.3%
TC
280
TownSquare Capital
Utah
$564K +$48.7K +843 +10%
M&T Bank
281
M&T Bank
New York
$563K -$8.83K -153 -2%
GFP
282
Gryphon Financial Partners
Ohio
$559K +$2.65K +46 +0.5%
TSS
283
Two Sigma Securities
New York
$553K +$535K +9,264 New
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
$529K -$263K -4,550 -34%
LSERS
285
Louisiana State Employees Retirement System
Louisiana
$528K
PSP
286
Principal Street Partners
Tennessee
$526K -$12.5K -216 -2%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$524K
LIA
288
LS Investment Advisors
Michigan
$512K -$23.9K -414 -5%
CCG
289
Chatham Capital Group
Georgia
$512K
LTFS
290
Ladenburg Thalmann Financial Services
Florida
$505K +$59.9K +1,038 +14%
Assenagon Asset Management
291
Assenagon Asset Management
Luxembourg
$500K +$207K +3,578 +75%
SC
292
Saturna Capital
Washington
$498K
MC
293
Montag & Caldwell
Georgia
$494K +$140K +2,426 +41%
GHA
294
GW Henssler & Associates
Georgia
$493K +$87.3K +1,512 +22%
O
295
Ossiam
France
$490K +$417K +7,225 +733%
CP
296
Covenant Partners
Tennessee
$490K +$474K +8,214 New
KeyBank National Association
297
KeyBank National Association
Ohio
$485K +$5.25K +91 +1%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$484K -$15.2K -264 -3%
MYIA
299
Mount Yale Investment Advisors
Colorado
$471K +$2.02K +35 +0.5%
AIM
300
Achmea Investment Management
Netherlands
$469K +$453K +7,856 New

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.