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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
ELI
301
Empire Life Investments
Ontario, Canada
$1.37M +$98.3K +995 +8%
Mirae Asset Global Investments
302
Mirae Asset Global Investments
South Korea
$1.35M +$61K +617 +5%
OPOWM
303
One Plus One Wealth Management
Florida
$1.32M -$5.83K -59 -0.4%
JCIA
304
Jackson Creek Investment Advisors
Colorado
$1.3M -$18.5K -187 -1%
DILIC
305
Dai-ichi Life Insurance Company
Japan
$1.3M
X
306
Xponance
Pennsylvania
$1.27M +$228K +2,309 +22%
ST
307
Sabal Trust
Florida
$1.26M +$5.04K +51 +0.4%
KBC Group
308
KBC Group
Belgium
$1.21M -$1.19M -12,089 -50%
FIM
309
Freedom Investment Management
Connecticut
$1.2M +$1.18M +11,971 New
OQS
310
Occudo Quantitative Strategies
Florida
$1.19M +$1.17M +11,830 New
HA
311
Heartland Advisors
Wisconsin
$1.18M -$567K -5,738 -33%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$1.17M +$5.04K +51 +0.4%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$1.15M
OFG
314
Oxford Financial Group
Indiana
$1.14M +$4.84K +49 +0.4%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$1.13M -$79.1K -800 -7%
PAS
316
Park Avenue Securities
New York
$1.13M +$123K +1,248 +12%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$1.12M +$26.8K +271 +2%
MCM
318
MAI Capital Management
Ohio
$1.12M -$22.5K -228 -2%
KRS
319
Kentucky Retirement Systems
Kentucky
$1.11M +$17.1K +173 +2%
GG
320
Golden Green
South Carolina
$1.11M +$1.1M +11,088 New
GAM
321
Guinness Asset Management
United Kingdom
$1.08M +$316K +3,200 +42%
VPIM
322
Vanguard Personalized Indexing Management
California
$1.08M +$727K +7,352 +217%
IAN
323
Integrated Advisors Network
Texas
$1.06M +$2.47K +25 +0.2%
HIP
324
Harrell Investment Partners
Texas
$1.04M -$58.8K -595 -5%
BFS
325
Bradley Foster & Sargent
Connecticut
$1.03M

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.