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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
SFS
426
Sowell Financial Services
Arkansas
$17K +$16.9K +311 New
FCA
427
FinTrust Capital Advisors
South Carolina
$16K
SIC
428
Salem Investment Counselors
North Carolina
$16K
AIC
429
Ameritas Investment Company
Nebraska
$16K +$16.3K +300 New
PFBT
430
Parkside Financial Bank & Trust
Missouri
$15K +$5.16K +95 +51%
MSFP
431
Mark Sheptoff Financial Planning
Connecticut
$14K
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$13K
SF
433
Synovus Financial
Georgia
$13K
GAM
434
Gemmer Asset Management
California
$12K
FBT
435
First Bank & Trust
South Dakota
$12K +$2.5K +46 +26%
MAM
436
Meeder Asset Management
Ohio
$12K +$3.42K +63 +41%
FMP
437
Financial Management Professionals
Texas
$12K +$4.07K +75 +50%
LJHT
438
Laurie J. Hall Trustee
$11K
TC
439
Truvestments Capital
Florida
$9K -$627K -11,538 -99%
SLF
440
Sun Life Financial
Ontario, Canada
$8K -$109 -2 -1%
QCIG
441
Quad-Cities Investment Group
Iowa
$8K
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$8K
PFSC
443
Peoples Financial Services Corp
Pennsylvania
$7K
PCM
444
Penserra Capital Management
California
$7K +$7.33K +135 New
ACA
445
Atlas Capital Advisors
Wyoming
$6.18K -$24K -442 -80%
CI
446
CX Institutional
Indiana
$6K -$5K -92 -46%
ST
447
Smithfield Trust
Pennsylvania
$6K
TL
448
TrueWealth LLC
Georgia
$6K
GRP
449
Global Retirement Partners
California
$6K +$1.2K +22 +27%
GWMIA
450
Global Wealth Management Investment Advisory
Florida
$4K

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.