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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
MERSOM
376
Municipal Employees' Retirement System of Michigan
Michigan
$143K
RS
377
Robeco Schweiz
Switzerland
$138K
VNA
378
Valley National Advisers
Pennsylvania
$130K -$6.25K -115 -5%
IUHSA
379
Itau Unibanco Holding S.A.
Brazil
$127K -$404K -7,440 -77%
PCG
380
Private Capital Group
Connecticut
$122K +$92.6K +1,705 +339%
RIM
381
Rampart Investment Management
Connecticut
$119K -$14.6K -268 -11%
RCAG
382
Rehmann Capital Advisory Group
Michigan
$105K -$6.95K -128 -6%
TA
383
Thor Advisors
New York
$102K +$101K +1,863 New
QI
384
QS Investors
New York
$99K
LS
385
Livforsakringsbolaget Skandia
Sweden
$95K
DRS
386
Deane Retirement Strategies
Louisiana
$94K
TF
387
TimeScale Financial
Massachusetts
$88K
BCA
388
Bray Capital Advisors
Florida
$86K
DCM
389
Dupont Capital Management
Delaware
$84K
TFS
390
TrustCore Financial Services
Tennessee
$71K +$69.7K +1,283 New
SPIA
391
Steward Partners Investment Advisory
New York
$70K +$8.47K +156 +14%
NSIM
392
North Star Investment Management
Illinois
$67K +$66K +1,215 New
CG
393
Cutler Group
California
$64K +$31K +570 +95%
BFEC
394
Benjamin F. Edwards & Company
Missouri
$61K -$13.1K -241 -18%
FHA
395
First Horizon Advisors
Tennessee
$60K
RMC
396
Resources Management Corp
Connecticut
$59K +$58.7K +1,080 New
CFGS
397
Concourse Financial Group Securities
Alabama
$57K +$29.9K +551 +113%
CIA
398
CSat Investment Advisory
Michigan
$55K +$3.15K +58 +6%
O
399
Ossiam
France
$54K -$306K -5,632 -85%
MAM
400
Marquette Asset Management
Minnesota
$53K

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.