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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
BVLP
351
Bailey Value Limited Partnership
Massachusetts
$753K +$741K +7,500 New
PCM
352
Penserra Capital Management
California
$750K +$674K +6,819 +1,024%
LP
353
LMR Partners
United Kingdom
$737K +$725K +7,337 New
SFSG
354
Sound Financial Strategies Group
Mississippi
$735K -$17.1K -173 -2%
WMA
355
West Michigan Advisors
Michigan
$734K +$722K +7,309 New
CWS
356
Confluence Wealth Services
Pennsylvania
$720K +$709K +7,174 New
S
357
SignatureFD
Georgia
$719K +$41.4K +419 +6%
CP
358
Covenant Partners
Tennessee
$715K
MPAM
359
Monarch Partners Asset Management
Massachusetts
$698K -$314K -3,180 -31%
IB
360
Intrust Bank
Kansas
$698K +$86.4K +874 +14%
BMSSC
361
B. Metzler seel. Sohn & Co
Germany
$691K -$147K -1,488 -18%
BTWM
362
Baker Tilly Wealth Management
Wisconsin
$690K +$123K +1,240 +22%
Lido Advisors
363
Lido Advisors
California
$688K +$677K +6,854 New
PSP
364
Principal Street Partners
Tennessee
$687K -$166K -1,677 -20%
SWMG
365
Signature Wealth Management Group
Georgia
$684K -$104K -1,055 -13%
TYCC
366
Texas Yale Capital Corp
Florida
$678K
TPCW
367
TD Private Client Wealth
New York
$672K -$68.7K -695 -9%
KAS
368
Kestra Advisory Services
Texas
$669K -$133K -1,345 -17%
YMRC
369
Yorktown Management & Research Company
Virginia
$648K
SAM
370
Silvercrest Asset Management
New York
$648K +$54.1K +547 +9%
HIM
371
Hillsdale Investment Management
Ontario, Canada
$647K -$59.3K -600 -9%
NAM
372
NorthCrest Asset Manangement
Minnesota
$636K +$626K +6,330 New
NB
373
Norinchukin Bank
Japan
$618K -$9.59K -97 -2%
IA
374
IFP Advisors
Florida
$613K -$1.68K -17 -0.3%
VI
375
Versor Investments
New York
$611K +$90.7K +918 +18%

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.