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Raymond James Financial

637 hedge funds and large institutions have $15.5B invested in Raymond James Financial in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 212 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $16.1M

139% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 46

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

11% more capital invested

Capital invested by funds: $13.9B → $15.5B (+$1.52B)

10% more funds holding

Funds holding: 579637 (+58)

0.97% more ownership

Funds ownership: 76.28%77.25% (+0.97%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 214

Holders
637
Holders Change
+58
Holders Change %
+10.02%
% of All Funds
9.8%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
110
Increased
212
Reduced
214
Closed
46
Calls
$51.4M
Puts
$16.1M
Net Calls
+$35.3M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
$1.7M -$326K -3,300 -16%
WPC
277
White Pine Capital
Minnesota
$1.7M -$59.4K -601 -3%
PHK
278
Point72 Hong Kong
Hong Kong
$1.67M -$68.7K -695 -4%
Jane Street
279
Jane Street
New York
$1.67M +$422K +4,273 +35%
MWA
280
Meridian Wealth Advisors
Texas
$1.64M +$19.8K +200 +1%
SAM
281
Shell Asset Management
Netherlands
$1.62M -$242K -2,449 -13%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$1.61M +$56.3K +570 +4%
BPC
283
Banque Pictet & Cie
Switzerland
$1.58M +$1.56M +15,752 New
AFS
284
Aft Forsyth & Sober
Florida
$1.58M
SAM
285
Securian Asset Management
Minnesota
$1.56M +$20.9K +211 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
286
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.56M +$1.53M +15,500 New
Luther King Capital Management (LKCM)
287
Luther King Capital Management (LKCM)
Texas
$1.51M +$12.8K +129 +0.9%
9WM
288
9258 Wealth Management
Ohio
$1.51M
M&T Bank
289
M&T Bank
New York
$1.5M +$149K +1,507 +11%
GCMG
290
Gyroscope Capital Management Group
Florida
$1.48M -$26.1K -264 -2%
AI
291
Atria Investments
North Carolina
$1.43M +$83.1K +841 +6%
HWA
292
Heritage Wealth Advisors
Virginia
$1.42M -$20K -202 -1%
MSRPS
293
Maryland State Retirement & Pension System
Maryland
$1.42M
UFF
294
USA Financial Formulas
Michigan
$1.42M +$199K +2,016 +17%
EMPI
295
Elo Mutual Pension Insurance
Finland
$1.41M +$95.5K +966 +7%
SC
296
Stephens Consulting
Michigan
$1.4M +$1.38M +13,973 New
SAM
297
Storebrand Asset Management
Norway
$1.4M
ACP
298
Aviance Capital Partners
Florida
$1.4M -$233K -2,362 -15%
TRSOTSOK
299
Teachers Retirement System of the State of Kentucky
Kentucky
$1.37M -$71.1K -719 -5%
HNWAG
300
High Net Worth Advisory Group
Florida
$1.37M +$1.35M +13,662 New

RJF Hedge Fund Activity: Q4 2021 in Review

637 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2021, worth a combined $15.5B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new RJF positions and 46 closed out — a net gain of 64 holders — while 212 added to existing stakes and 214 trimmed.

The largest buyer was Marshall Wace, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $132M.

  • 637 institutional investors held Raymond James Financial (RJF) as of Q4 2021, up from 579 in Q3 2021.
  • Funds reported $15.5B of Raymond James Financial stock for Q4 2021, up 11% quarter-over-quarter.
  • 110 funds opened new Raymond James Financial positions in Q4 2021 and 46 closed out, a net change of +64 holders.
  • The largest Raymond James Financial buyer in Q4 2021 was Marshall Wace, an estimated $117M added.
  • The largest Raymond James Financial seller in Q4 2021 was T. Rowe Price Associates, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.