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Raymond James Financial

485 hedge funds and large institutions have $9.02B invested in Raymond James Financial in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 170 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $16.1M

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $8.17B → $9.02B (+$852M)

3% more funds holding

Funds holding: 473485 (+12)

1.99% more ownership

Funds ownership: 106.97%108.96% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 170

Holders
485
Holders Change
+12
Holders Change %
+2.54%
% of All Funds
9.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
66
Increased
158
Reduced
170
Closed
45
Calls
$53.5M
Puts
$16.1M
Net Calls
+$37.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
401
Marquette Asset Management
Minnesota
$58K
CAW
402
Cornerstone Advisors (Washington)
Washington
$56K +$2.31K +40 +4%
BBHC
403
Brown Brothers Harriman & Co
New York
$51K -$750 -13 -2%
RCA
404
Ranch Capital Advisors
Florida
$50K +$48.3K +836 New
OPS
405
Orion Portfolio Solutions
Nebraska
$48K +$46.6K +807 New
TAIM
406
TD Ameritrade Investment Management
Nebraska
$47K +$1.1K +19 +2%
GWM
407
Geneos Wealth Management
Colorado
$45K
RIA
408
Realta Investment Advisors
Delaware
$41K +$1.56K +27 +4%
FBT
409
First Bank & Trust
South Dakota
$41K +$27.3K +473 +213%
DAM
410
Delta Asset Management
Tennessee
$40K
CFG
411
Citizens Financial Group
Rhode Island
$39K +$38.1K +660 New
SIAS
412
Shine Investment Advisory Services
Colorado
$37K -$13K -225 -26%
MFT
413
Moisand Fitzgerald Tamayo
Florida
$37K
PCIA
414
Prime Capital Investment Advisors
Kansas
$35K
GLI
415
Guardian Life Insurance
New York
$32K
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$31K +$29.7K +515 New
EW
417
Evoke Wealth
California
$30.5K
LC
418
Lindbrook Capital
California
$26K
QCG
419
Quadrant Capital Group
Ohio
$25K
BCA
420
Berman Capital Advisors
Georgia
$24K -$173 -3 -0.7%
FRA
421
Front Row Advisors
California
$23K
PCTC
422
Perkins Coie Trust Company
Washington
$23K
TC
423
Trust Company
Kansas
$23K
PI
424
PEAK6 Investments
Illinois
$23K +$21.8K +378 New
ACM
425
Allred Capital Management
Texas
$22.5K -$433K -7,509 -95%

RJF Hedge Fund Activity: Q4 2019 in Review

485 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2019, worth a combined $9.02B — up 10% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RJF positions and 45 closed out — a net gain of 21 holders — while 158 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 485 institutional investors held Raymond James Financial (RJF) as of Q4 2019, up from 473 in Q3 2019.
  • Funds reported $9.02B of Raymond James Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 66 funds opened new Raymond James Financial positions in Q4 2019 and 45 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q4 2019 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Raymond James Financial seller in Q4 2019 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2019.