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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
FFM
401
Forum Financial Management
Illinois
$468K +$461K +4,663 New
Axa
402
Axa
France
$459K -$11.9M -120,266 -96%
EFS
403
Essex Financial Services
Connecticut
$457K -$19.5K -197 -4%
4WM
404
44 Wealth Management
Oregon
$457K -$6.82K -69 -1%
MWM
405
Modera Wealth Management
New Jersey
$457K +$450K +4,552 New
BC
406
Bowman & Company
Wisconsin
$452K +$445K +4,500 New
VWA
407
Visionary Wealth Advisors
Illinois
$450K +$890 +9 +0.2%
SEC
408
Seven Eight Capital
New York
$449K +$444K +4,492 New
HIA
409
Harbor Investment Advisory
Maryland
$448K
GCP
410
GSA Capital Partners
United Kingdom
$447K +$440K +4,448 New
APA
411
American Portfolios Advisors
New York
$443K +$30.9K +313 +8%
TI
412
Tidal Investments
Wisconsin
$438K +$432K +4,375 New
SPIA
413
Steward Partners Investment Advisory
New York
$430K +$12.7K +128 +3%
GFPC
414
Global Financial Private Client
Florida
$430K
HCM
415
Hollencrest Capital Management
California
$427K +$3.56K +36 +0.9%
GC
416
Globeflex Capital
California
$424K -$960K -9,715 -70%
CI
417
Cigna Investments
Connecticut
$422K -$148K -1,502 -26%
Vontobel Holding
418
Vontobel Holding
Switzerland
$422K -$84.6K -856 -17%
KPWS
419
Kestra Private Wealth Services
Texas
$420K +$99 +1 +0%
RIM
420
Redpoint Investment Management
Australia
$417K
CAN
421
Cetera Advisor Networks
California
$416K +$33K +334 +9%
FAF
422
Första AP-fonden
Sweden
$412K +$405K +4,100 New
PWS
423
Precision Wealth Strategies
Missouri
$410K +$76.9K +778 +24%
MC
424
Manteio Capital
New Jersey
$410K +$403K +4,079 New
QIM
425
Quantitative Investment Management
Virginia
$408K +$403K +4,073 New

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.