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Raymond James Financial

473 hedge funds and large institutions have $8.17B invested in Raymond James Financial in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 170 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $19.5M

0.89% more ownership

Funds ownership: 106.08%106.97% (+0.89%)

3% less capital invested

Capital invested by funds: $8.38B → $8.17B (-$217M)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 177

5% less funds holding

Funds holding: 499473 (-26)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

37% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 62

Holders
473
Holders Change
-26
Holders Change %
-5.21%
% of All Funds
10.37%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
39
Increased
170
Reduced
177
Closed
62
Calls
$42.3M
Puts
$19.5M
Net Calls
+$22.8M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
351
Great Valley Advisor Group
Delaware
$225K
Korea Investment Corp
352
Korea Investment Corp
South Korea
$223K +$220K +4,050 New
DTL
353
Dynamic Technology Lab
Singapore
$222K +$9.89K +182 +5%
DWM
354
Darwin Wealth Management
Florida
$221K +$23.2K +427 +12%
Fiera Capital (Canada)
355
Fiera Capital (Canada)
Quebec, Canada
$218K +$216K +3,972 New
PA
356
Profund Advisors
Maryland
$217K -$48.7K -897 -19%
CTC
357
Central Trust Company
Missouri
$217K
QI
358
Qtron Investments
Massachusetts
$217K
HSA
359
HBK Sorce Advisory
Pennsylvania
$210K -$2.83K -52 -1%
GAM
360
Guinness Asset Management
United Kingdom
$209K -$32.6K -600 -14%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$207K -$14.9K -275 -7%
SWA
362
Sutton Wealth Advisors
Florida
$206K
MIM
363
Moseley Investment Management
Florida
$204K
APA
364
American Portfolios Advisors
New York
$202K +$7.99K +147 +4%
CWM
365
Circle Wealth Management
New Jersey
$201K +$199K +3,660 New
NFG
366
Next Financial Group
Texas
$197K -$8.96K -165 -4%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$187K +$326 +6 +0.2%
BCP
368
Blue Chip Partners
Michigan
$187K +$706 +13 +0.4%
AIP
369
Ameritas Investment Partners
Nebraska
$175K -$15.8K -291 -8%
S
370
Seeyond
France
$168K
Walleye Trading
371
Walleye Trading
New York
$166K -$61.7K -1,136 -27%
FHA
372
Flagship Harbor Advisors
Massachusetts
$165K
CFB
373
Cullen/Frost Bankers
Texas
$159K
EWM
374
Endurance Wealth Management
Rhode Island
$157K
ASN
375
Advisory Services Network
Georgia
$145K

RJF Hedge Fund Activity: Q3 2019 in Review

473 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2019, worth a combined $8.17B — down 2.6% from $8.38B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of RJF and 39 opened new positions — a net loss of 23 holders — while 177 trimmed existing stakes and 170 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $163M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $79.2M sold.

  • 473 institutional investors held Raymond James Financial (RJF) as of Q3 2019, down from 499 in Q2 2019.
  • Funds reported $8.17B of Raymond James Financial stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 39 funds opened new Raymond James Financial positions in Q3 2019 and 62 closed out, a net change of -23 holders.
  • The largest Raymond James Financial buyer in Q3 2019 was Eminence Capital, an estimated $163M added.
  • The largest Raymond James Financial seller in Q3 2019 was Balyasny Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q3 2019.