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Raymond James Financial
RJF

661 hedge funds and large institutions have $17.2B invested in Raymond James Financial in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 242 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $26.5M

62% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 50

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

11% more capital invested

Capital invested by funds: $15.5B → $17.2B (+$1.75B)

4% more funds holding

Funds holding: 637 → 661 (+24)

1.36% more ownership

Funds ownership: 77.25% → 78.61% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 222

Holders
661
Holders Change
+24
Holders Change %
+3.77%
% of All Funds
10.43%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
81
Increased
242
Reduced
222
Closed
50
Calls
$64.6M
Puts
$26.5M
Net Calls
+$38.1M
Net Calls Change
+$2.79M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$266M
2
AII
AGF Investments Inc
Ontario, Canada
+$170M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$164M
4
Primecap Management
Primecap Management
California
+$146M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$154M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$85.5M
3
Millennium Management
Millennium Management
New York
-$54.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
376
TD Private Client Wealth
New York
$746K +$9.54K +90 +1%
IAIM
377
Industrial Alliance Investment Management
Quebec, Canada
$744K -$270K -2,550 -27%
TYCC
378
Texas Yale Capital Corp
Florida
$742K – – –
MNBTD
379
Moody National Bank Trust Division
Texas
$724K +$697K +6,580 New
ANRIA
380
American National Registered Investment Advisor
Texas
$718K +$692K +6,536 New
NAM
381
NorthCrest Asset Manangement
Minnesota
$716K +$19.1K +180 +3%
YMRC
382
Yorktown Management & Research Company
Virginia
$709K – – –
CI
383
Cavalier Investments
Georgia
$700K +$46.4K +438 +7%
VI
384
Versor Investments
New York
$699K +$28.8K +272 +4%
SWMG
385
Signature Wealth Management Group
Georgia
$688K -$58.9K -556 -8%
UCFA
386
United Capital Financial Advisors
Texas
$686K +$27.4K +259 +4%
WJWM
387
Williams Jones Wealth Management
New York
$670K +$69.9K +660 +12%
Nomura Holdings
388
Nomura Holdings
Japan
$670K +$287K +2,706 +78%
HNB
389
Huntington National Bank
Ohio
$667K +$10.6K +100 +2%
V
390
Veritable
Delaware
$659K +$71.5K +675 +13%
KJHP
391
K.J. Harrison & Partners
Ontario, Canada
$659K +$636K +6,000 New
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$656K -$94.8K -895 -13%
SG Americas Securities
393
SG Americas Securities
New York
$651K +$486K +4,591 +345%
JIC
394
Johnson Investment Counsel
Ohio
$641K +$618K +5,834 New
SAI
395
Systematic Alpha Investments
New Jersey
$626K – – –
TP
396
Tranquility Partners
Tennessee
$609K – – –
Twin Tree Management
397
Twin Tree Management
Texas
$609K +$587K +5,537 New
KRSITF
398
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$606K +$70K +661 +14%
CW
399
Connectus Wealth
Ohio
$603K – – –
WANY
400
Wealthspire Advisors (New York)
New York
$602K +$580K +5,476 New
14 15
16
17 18

RJF Hedge Fund Activity: Q1 2022 in Review

661 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2022, worth a combined $17.2B — up 11% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new RJF positions and 50 closed out — a net gain of 31 holders — while 242 added to existing stakes and 222 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was BlackRock, cutting an estimated $154M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2022, up from 637 in Q4 2021.
  • Funds reported $17.2B of Raymond James Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 81 funds opened new Raymond James Financial positions in Q1 2022 and 50 closed out, a net change of +31 holders.
  • The largest Raymond James Financial buyer in Q1 2022 was Wellington Management Group, an estimated $266M added.
  • The largest Raymond James Financial seller in Q1 2022 was BlackRock, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.