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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
WS
376
Wedbush Securities
California
$426K -$119K -1,330 -22%
4WM
377
44 Wealth Management
Oregon
$426K -$4.48K -50 -1%
YWP
378
YorkBridge Wealth Partners
New York
$425K +$30.6K +342 +8%
KFA
379
Krane Funds Advisors
New York
$420K -$150K -1,673 -27%
SC
380
Skylands Capital
Wisconsin
$419K
BBVA
381
Banco Bilbao Vizcaya Argentaria
Spain
$419K +$11.6K +130 +3%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$419K +$12.6K +141 +3%
AIM
383
Aigen Investment Management
New York
$417K +$405K +4,523 New
VWA
384
Visionary Wealth Advisors
Illinois
$413K +$6.36K +71 +2%
WAM
385
World Asset Management
Michigan
$411K -$31.4K -351 -7%
HIA
386
Harbor Investment Advisory
Maryland
$411K -$179 -2 -0%
GFPC
387
Global Financial Private Client
Florida
$405K -$90 -1 -0%
HCM
388
Hollencrest Capital Management
California
$389K +$3.94K +44 +1%
FTDI
389
First Trust Direct Indexing
Massachusetts
$389K +$378K +4,220 New
KPWS
390
Kestra Private Wealth Services
Texas
$386K -$5.38K -60 -1%
RIM
391
Redpoint Investment Management
Australia
$384K
SPIA
392
Steward Partners Investment Advisory
New York
$384K +$33.1K +370 +10%
APA
393
American Portfolios Advisors
New York
$378K -$272K -3,035 -43%
PDN
394
Pensionfund DSM Netherlands
Netherlands
$377K +$358K +4,000 New
MCP
395
Martin Capital Partners
Oregon
$371K -$7.52K -84 -2%
SDAM
396
Shulman DeMeo Asset Management
New York
$369K +$358K +3,999 New
JF
397
Jump Financial
Illinois
$367K +$356K +3,974 New
NCM
398
Novare Capital Management
North Carolina
$363K
GVAG
399
Great Valley Advisor Group
Delaware
$356K -$90 -1 -0%
CAN
400
Cetera Advisor Networks
California
$351K -$90 -1 -0%

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.