We are live on ! Find out more
RJF icon

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
AF
426
Advisornet Financial
Minnesota
$22K
LWANC
427
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K +$115 +2 +0.6%
SC
428
Steph & Co
Wisconsin
$19K +$18.8K +326 New
SIC
429
Salem Investment Counselors
North Carolina
$18K
SFS
430
Sowell Financial Services
Arkansas
$17K -$1.21K -21 -7%
FCA
431
FinTrust Capital Advisors
South Carolina
$17K
PFBT
432
Parkside Financial Bank & Trust
Missouri
$17K
CT
433
Caldwell Trust
Florida
$16.1K +$15.6K +270 New
MSFP
434
Mark Sheptoff Financial Planning
Connecticut
$15K
VFA
435
Valeo Financial Advisors
Indiana
$15K +$9.93K +172 +223%
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$14K
SF
437
Synovus Financial
Georgia
$14K
FMP
438
Financial Management Professionals
Texas
$13K
GAM
439
Gemmer Asset Management
California
$13K
PCM
440
Penserra Capital Management
California
$13K +$4.96K +86 +64%
PA
441
Parallel Advisors
California
$12K -$13.9K -240 -54%
LJHT
442
Laurie J. Hall Trustee
$12K
HWM
443
HighMark Wealth Management
Minnesota
$11K +$11.4K +197 New
PA
444
Procyon Advisors
Connecticut
$10K +$9.47K +164 New
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$9K
VCP
446
Verus Capital Partners
Arizona
$9K +$8.66K +150 New
ASN
447
Advisory Services Network
Georgia
$8K -$141K -2,450 -95%
SLF
448
Sun Life Financial
Ontario, Canada
$7K -$2.48K -43 -28%
PFSC
449
Peoples Financial Services Corp
Pennsylvania
$7K
ST
450
Smithfield Trust
Pennsylvania
$7K

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.