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Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
326
B. Metzler seel. Sohn & Co
Germany
$769K
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$762K -$121K -1,353 -14%
MOS
328
MGO One Seven
Ohio
$761K -$23.5K -262 -3%
ZB
329
Zions Bancorporation
Utah
$760K +$74.9K +836 +11%
CIA
330
Capital Investment Advisors
Georgia
$740K +$718K +8,017 New
KAS
331
Kestra Advisory Services
Texas
$739K +$101K +1,128 +16%
CCM
332
Community Capital Management
Florida
$727K
SWMG
333
Signature Wealth Management Group
Georgia
$726K -$30.1K -336 -4%
Two Sigma Advisers
334
Two Sigma Advisers
New York
$701K +$681K +7,600 New
GAM
335
Guinness Asset Management
United Kingdom
$699K +$322K +3,599 +91%
SFSG
336
Sound Financial Strategies Group
Mississippi
$691K +$16.8K +187 +3%
TPCW
337
TD Private Client Wealth
New York
$682K -$8.69K -97 -1%
CP
338
Covenant Partners
Tennessee
$657K
CP
339
Cumberland Partners
Ontario, Canada
$651K +$632K +7,050 New
HIM
340
Hillsdale Investment Management
Ontario, Canada
$648K +$618K +6,900 +5,111%
TYCC
341
Texas Yale Capital Corp
Florida
$623K
S
342
SignatureFD
Georgia
$622K +$16.3K +182 +3%
YMRC
343
Yorktown Management & Research Company
Virginia
$595K
NB
344
Norinchukin Bank
Japan
$577K +$59K +659 +12%
PAMP
345
Polar Asset Management Partners
Ontario, Canada
$574K -$269K -3,004 -33%
IA
346
IFP Advisors
Florida
$565K -$1.61K -18 -0.3%
SAI
347
Systematic Alpha Investments
New Jersey
$562K
IB
348
Intrust Bank
Kansas
$561K +$6.63K +74 +1%
NAM
349
NorthCoast Asset Management
Connecticut
$554K
Nomura Holdings
350
Nomura Holdings
Japan
$550K +$121K +1,349 +30%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.