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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
PA
351
Profund Advisors
Maryland
$225K -$9.7K -168 -4%
AMCA
352
Arthur M. Cohen & Associates
Illinois
$225K +$216K +3,750 New
NIPH
353
NN Investment Partners Holdings
Netherlands
$223K -$1.23M -21,377 -85%
MIM
354
Moseley Investment Management
Florida
$222K
CWM
355
Circle Wealth Management
New Jersey
$218K
Wealthfront Advisers
356
Wealthfront Advisers
California
$216K +$209K +3,629 New
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$214K +$208K +3,596 New
NFG
358
Next Financial Group
Texas
$210K -$3.46K -60 -2%
FCM
359
FJ Capital Management
Virginia
$208K -$86.6K -1,500 -33%
GAM
360
Guinness Asset Management
United Kingdom
$208K -$17.3K -300 -8%
BCV
361
Banque Cantonale Vaudoise
Switzerland
$206K +$199K +3,450 New
SPC
362
Sigma Planning Corp
Michigan
$205K +$198K +3,429 New
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$203K +$519 +9 +0.3%
BCP
364
Blue Chip Partners
Michigan
$203K +$808 +14 +0.4%
GIA
365
Gateway Investment Advisers
Ohio
$202K +$195K +3,383 New
PPCM
366
Pillar Pacific Capital Management
California
$200K +$194K +3,360 New
PA
367
PSI Advisors
Florida
$196K +$190K +3,300 New
VI
368
Vestcor Inc
New Brunswick, Canada
$192K +$185K +3,212 New
CTC
369
Central Trust Company
Missouri
$190K -$43.6K -756 -19%
AIP
370
Ameritas Investment Partners
Nebraska
$189K
S
371
Seeyond
France
$182K
FHA
372
Flagship Harbor Advisors
Massachusetts
$180K
HIA
373
Harbor Investment Advisory
Maryland
$179K +$173K +3,000 New
CFB
374
Cullen/Frost Bankers
Texas
$172K
EWM
375
Endurance Wealth Management
Rhode Island
$170K

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.