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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
Group One Trading
401
Group One Trading
Illinois
$50K -$113K -2,089 -70%
CAW
402
Cornerstone Advisors (Washington)
Washington
$49K +$6.95K +128 +17%
SIAS
403
Shine Investment Advisory Services
Colorado
$47K +$12.2K +225 +36%
BBHC
404
Brown Brothers Harriman & Co
New York
$47K +$45.4K +835 +2,879%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$46K +$3.1K +57 +7%
GWM
406
Geneos Wealth Management
Colorado
$42K
TAIM
407
TD Ameritrade Investment Management
Nebraska
$42K +$34.4K +633 +472%
HIIFS
408
Harel Insurance Investments & Financial Services
Israel
$39K +$38.7K +713 New
DAM
409
Delta Asset Management
Tennessee
$37K
RIA
410
Realta Investment Advisors
Delaware
$36K
MFT
411
Moisand Fitzgerald Tamayo
Florida
$34K
PCIA
412
Prime Capital Investment Advisors
Kansas
$32K +$31.8K +585 New
GLI
413
Guardian Life Insurance
New York
$30K -$652 -12 -2%
EW
414
Evoke Wealth
California
$28.2K +$27.7K +510 New
QCG
415
Quadrant Capital Group
Ohio
$25K +$5.38K +99 +24%
LC
416
Lindbrook Capital
California
$24K
PA
417
Parallel Advisors
California
$24K +$9.78K +180 +69%
PRC
418
Pearl River Capital
Michigan
$24K +$24.2K +446 New
BCA
419
Berman Capital Advisors
Georgia
$22K +$4.56K +84 +25%
AF
420
Advisornet Financial
Minnesota
$21K -$12.9K -237 -39%
FRA
421
Front Row Advisors
California
$21K -$652 -12 -3%
PCTC
422
Perkins Coie Trust Company
Washington
$21K
TC
423
Trust Company
Kansas
$21K
AssetMark Inc
424
AssetMark Inc
California
$19K -$4.4K -81 -19%
LWANC
425
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K +$54 +1 +0.3%

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.