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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
NIMI
326
Natixis Investment Managers International
France
$1.01M
CIC
327
Cornercap Investment Counsel
Georgia
$1.01M +$991K +10,024 New
SFM
328
Systematic Financial Management
New Jersey
$1M +$114K +1,150 +13%
SFI
329
Susquehanna Fundamental Investments
Pennsylvania
$989K -$4.78M -48,320 -83%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$989K -$202K -2,042 -17%
CP
331
Cumberland Partners
Ontario, Canada
$989K +$277K +2,800 +40%
QI
332
Qtron Investments
Massachusetts
$974K +$128K +1,293 +15%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$964K -$208K -2,103 -18%
IAIM
334
Industrial Alliance Investment Management
Quebec, Canada
$936K +$921K +9,323 New
CPC
335
Consolidated Planning Corp
Georgia
$929K -$59.3K -600 -6%
GG
336
Gofen & Glossberg
Illinois
$925K -$6.72K -68 -0.7%
GFP
337
Gryphon Financial Partners
Ohio
$925K +$28.4K +287 +3%
CRC
338
Curi RMB Capital
Illinois
$914K
Franklin Resources
339
Franklin Resources
California
$906K +$38.4K +389 +5%
TCOT
340
Trust Company of Toledo
Ohio
$900K +$20.5K +207 +2%
CCM
341
Chiron Capital Management
Florida
$889K -$59.3K -600 -6%
KLC
342
Knowledge Leaders Capital
Colorado
$875K -$101K -1,019 -10%
KeyBank National Association
343
KeyBank National Association
Ohio
$868K +$9.49K +96 +1%
JWCA
344
J.W. Coons Advisors
Ohio
$856K +$292K +2,957 +53%
Cambridge Investment Research Advisors
345
Cambridge Investment Research Advisors
Iowa
$847K +$18K +182 +2%
SC
346
Saturna Capital
Washington
$839K
NMIMC
347
Northwestern Mutual Investment Management Company
Wisconsin
$837K -$7.81K -79 -0.9%
CIA
348
Capital Investment Advisors
Georgia
$805K
CCM
349
Community Capital Management
Florida
$791K +$2.47K +25 +0.3%
MOS
350
MGO One Seven
Ohio
$783K +$7.31K +74 +1%

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.