We are live on ! Find out more
RJF icon

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
MWNA
326
Marshall Wace North America
New York
$312K -$6.5M -112,692 -96%
BRWA
327
B. Riley Wealth Advisors
Florida
$307K +$296K +5,132 New
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K -$73.9K -1,281 -20%
Franklin Resources
329
Franklin Resources
California
$301K +$30.6K +531 +12%
VWA
330
Visionary Wealth Advisors
Illinois
$301K +$292K +5,055 New
CNBT
331
Canandaigua National Bank & Trust
New York
$299K -$6.7K -116 -2%
CSS
332
Cubist Systematic Strategies
Connecticut
$298K -$197K -3,406 -41%
DSAM
333
Dock Street Asset Management
Florida
$297K -$76.7K -1,328 -21%
CI
334
Cigna Investments
Connecticut
$295K -$46.2K -800 -14%
QSS
335
Quantitative Systematic Strategies
Florida
$289K -$64.9K -1,125 -19%
WAM
336
Wealthspire Advisors (Maryland)
Maryland
$289K -$7.39K -128 -3%
HKAM
337
Horizon Kinetics Asset Management
New York
$280K -$44.7K -774 -14%
DWM
338
Doyle Wealth Management
Florida
$274K -$1.89M -32,723 -88%
EGM
339
Engineers Gate Manager
New York
$272K -$37K -641 -12%
C
340
Certuity
Florida
$268K +$259K +4,490 New
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$262K +$750 +13 +0.3%
HSA
342
HBK Sorce Advisory
Pennsylvania
$255K +$26.7K +462 +12%
GFPC
343
Global Financial Private Client
Florida
$255K +$247K +4,275 New
RIM
344
Redpoint Investment Management
Australia
$248K
GVAG
345
Great Valley Advisor Group
Delaware
$244K
APA
346
American Portfolios Advisors
New York
$240K +$20.1K +349 +9%
DWM
347
Darwin Wealth Management
Florida
$239K
Fiera Capital (Canada)
348
Fiera Capital (Canada)
Quebec, Canada
$239K +$1.91K +33 +0.8%
SSA
349
Schonfeld Strategic Advisors
New York
$229K -$8.64M -149,665 -97%
AAS
350
Avantax Advisory Services
Texas
$227K +$220K +3,812 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.