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Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CNC
426
Canandaigua National Corp
New York
$271K -$41.3K -461 -14%
NFG
427
Next Financial Group
Texas
$271K +$896 +10 +0.3%
QCM
428
Quantinno Capital Management
New York
$268K +$5.38K +60 +2%
BCP
429
Blue Chip Partners
Michigan
$267K +$717 +8 +0.3%
EFSCE
430
Enterprise Financial Services Corp (EFSC)
Missouri
$265K +$255K +2,850 +10,556%
CCP
431
Corient Capital Partners
California
$264K -$24K -268 -9%
VCG
432
Vantage Consulting Group
Virginia
$264K -$5.55K -62 -2%
FHA
433
Flagship Harbor Advisors
Massachusetts
$261K -$89.9K -1,004 -33%
AAS
434
Avantax Advisory Services
Texas
$258K
DWM
435
Doyle Wealth Management
Florida
$256K -$134K -1,501 -35%
SWA
436
Sutton Wealth Advisors
Florida
$255K +$90 +1 +0%
CA
437
Calton & Associates
Florida
$250K
MIM
438
MTM Investment Management
South Carolina
$249K
AP
439
Advisor Partners
California
$244K -$11.5K -128 -5%
BF
440
BOK Financial
Oklahoma
$243K +$236K +2,637 New
PWP
441
Principle Wealth Partners
Connecticut
$242K
AIP
442
Ameritas Investment Partners
Nebraska
$240K -$90 -1 -0%
PA
443
Profund Advisors
Maryland
$238K -$9.23K -103 -4%
TCM
444
Teza Capital Management
Illinois
$236K +$229K +2,557 New
CC
445
Centiva Capital
New York
$234K +$227K +2,537 New
SCA
446
Snowden Capital Advisors
New York
$233K +$1.88K +21 +0.8%
CFGS
447
Concourse Financial Group Securities
Alabama
$229K -$13.4K -150 -6%
JIP
448
Jaffetilchin Investment Partners
Florida
$228K +$221K +2,468 New
YIA
449
YHB Investment Advisors
Connecticut
$224K -$179 -2 -0.1%
LFA
450
Legacy Financial Advisors
Kentucky
$222K +$4.12K +46 +2%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.