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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
CW
376
Connectus Wealth
Ohio
$603K +$594K +6,006 New
UCFA
377
United Capital Financial Advisors
Texas
$601K -$494K -4,996 -46%
HNB
378
Huntington National Bank
Ohio
$599K +$19.9K +201 +3%
CI
379
Cavalier Investments
Georgia
$596K +$586K +5,932 New
RWM
380
RBA Wealth Management
California
$591K +$582K +5,884 New
MC
381
Montag & Caldwell
Georgia
$587K +$578K +5,851 New
HI
382
Horizon Investments
North Carolina
$584K +$575K +5,818 New
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$574K +$116K +1,177 +26%
SAI
384
Systematic Alpha Investments
New Jersey
$572K
TP
385
Tranquility Partners
Tennessee
$556K -$22.2K -225 -4%
WJWM
386
Williams Jones Wealth Management
New York
$546K -$99 -1 -0%
COI
387
Connable Office Inc
Michigan
$542K +$14.8K +150 +3%
V
388
Veritable
Delaware
$534K +$10.2K +103 +2%
Squarepoint
389
Squarepoint
New York
$528K -$31.6K -320 -6%
FA
390
FDx Advisors
Illinois
$512K -$53K -536 -10%
IIC
391
Integrated Investment Consultants
Michigan
$509K -$593 -6 -0.1%
HSA
392
HBK Sorce Advisory
Pennsylvania
$508K +$30.7K +311 +7%
NFG
393
Next Financial Group
Texas
$502K +$204K +2,064 +70%
DSAM
394
Dock Street Asset Management
Florida
$500K
Swedbank
395
Swedbank
Sweden
$495K
IA
396
IFG Advisory
Georgia
$492K
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$487K -$2.27K -23 -0.5%
WS
398
Wedbush Securities
California
$483K +$19.6K +198 +4%
APIM
399
Agate Pass Investment Management
Washington
$474K +$466K +4,718 New
YWP
400
YorkBridge Wealth Partners
New York
$469K +$6.72K +68 +1%

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.