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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
Connor, Clark & Lunn Investment Management (CC&L)
301
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$438K -$710K -12,300 -63%
NMIMC
302
Northwestern Mutual Investment Management Company
Wisconsin
$429K +$7.91K +137 +2%
GW
303
GW & Wade
Massachusetts
$426K -$16.1K -279 -4%
SAM
304
Silvercrest Asset Management
New York
$418K +$109K +1,886 +37%
TP
305
Tranquility Partners
Tennessee
$408K -$290K -5,019 -42%
Lazard Asset Management
306
Lazard Asset Management
New York
$404K
TYCC
307
Texas Yale Capital Corp
Florida
$403K
GAM
308
Gotham Asset Management
New York
$399K +$386K +6,689 New
IA
309
IFG Advisory
Georgia
$385K
LG
310
Leuthold Group
Minnesota
$376K -$85.9K -1,488 -19%
IA
311
IFP Advisors
Florida
$372K -$33.9K -588 -9%
ZB
312
Zions Bancorporation
Utah
$368K -$82.5K -1,430 -19%
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$366K -$153K -2,650 -30%
PAG
314
Private Advisor Group
New Jersey
$359K +$348K +6,023 New
V
315
Veritable
Delaware
$355K +$14.6K +253 +4%
S
316
SignatureFD
Georgia
$348K +$693 +12 +0.2%
NAM
317
Nexpoint Asset Management
Texas
$343K
NCM
318
Novare Capital Management
North Carolina
$342K
FMT
319
First Mercantile Trust
Tennessee
$339K -$18K -311 -5%
COI
320
Connable Office Inc
Michigan
$333K
WJWM
321
Williams Jones Wealth Management
New York
$324K
DT
322
Diversified Trust
Tennessee
$322K +$312K +5,397 New
Mirae Asset Global Investments
323
Mirae Asset Global Investments
South Korea
$320K +$39.2K +679 +14%
PAS
324
Park Avenue Securities
New York
$314K +$13.6K +235 +5%
CC
325
Cipher Capital
New York
$313K +$302K +5,240 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.