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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
SAM
351
Silvercrest Asset Management
New York
$546K +$51.6K +576 +11%
HNB
352
Huntington National Bank
Ohio
$532K -$441K -4,920 -46%
TP
353
Tranquility Partners
Tennessee
$532K -$358 -4 -0.1%
CI
354
Cigna Investments
Connecticut
$526K -$13.5K -151 -3%
FA
355
FDx Advisors
Illinois
$520K +$3.05K +34 +0.6%
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$519K +$60.2K +672 +14%
Squarepoint
357
Squarepoint
New York
$515K -$770K -8,595 -61%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$515K -$36.5K -408 -7%
JWCA
359
J.W. Coons Advisors
Ohio
$515K +$183K +2,040 +58%
Wolverine Trading
360
Wolverine Trading
Illinois
$507K +$485K +5,416 New
WJWM
361
Williams Jones Wealth Management
New York
$502K -$90 -1 -0%
Verition Fund Management
362
Verition Fund Management
Connecticut
$497K +$482K +5,382 New
COI
363
Connable Office Inc
Michigan
$484K +$18.5K +206 +4%
IRF
364
IBM Retirement Fund
New York
$482K
V
365
Veritable
Delaware
$481K -$2.78K -31 -0.6%
VI
366
Versor Investments
New York
$477K +$463K +5,172 New
IIC
367
Integrated Investment Consultants
Michigan
$469K +$4.57K +51 +1%
Vontobel Holding
368
Vontobel Holding
Switzerland
$465K -$4.21K -47 -0.9%
DSAM
369
Dock Street Asset Management
Florida
$459K -$90 -1 -0%
Swedbank
370
Swedbank
Sweden
$453K -$90 -1 -0%
IA
371
IFG Advisory
Georgia
$452K -$17.2K -192 -4%
KRSITF
372
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$450K +$9.14K +102 +2%
Marshall Wace
373
Marshall Wace
United Kingdom
$447K -$605K -6,755 -58%
EFS
374
Essex Financial Services
Connecticut
$438K -$18.5K -206 -4%
HSA
375
HBK Sorce Advisory
Pennsylvania
$438K +$39.5K +441 +10%

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.