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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
CIM
426
Contravisory Investment Management
Massachusetts
$406K +$400K +4,045 New
GHA
427
GW Henssler & Associates
Georgia
$406K +$400K +4,048 New
PDN
428
Pensionfund DSM Netherlands
Netherlands
$402K
NCM
429
Novare Capital Management
North Carolina
$395K
Walleye Trading
430
Walleye Trading
New York
$393K -$1.01M -10,267 -72%
GVAG
431
Great Valley Advisor Group
Delaware
$388K
BRWA
432
B. Riley Wealth Advisors
Florida
$387K +$51.3K +519 +16%
MCP
433
Martin Capital Partners
Oregon
$384K -$18.6K -188 -5%
SDAM
434
Shulman DeMeo Asset Management
New York
$383K -$18.5K -187 -5%
KFA
435
Krane Funds Advisors
New York
$378K -$77.4K -783 -17%
II
436
Inspire Investing
Idaho
$377K -$692 -7 -0.2%
AMCA
437
Arthur M. Cohen & Associates
Illinois
$377K
CFG
438
Citizens Financial Group
Rhode Island
$372K +$30.5K +309 +9%
YIH
439
Y-Intercept (HK)
Hong Kong
$372K +$366K +3,702 New
SC
440
Skylands Capital
Wisconsin
$364K -$89.1K -901 -20%
FB
441
Fulton Bank
Pennsylvania
$359K -$9.88K -100 -3%
AP
442
Advisor Partners
California
$357K +$90.4K +915 +35%
GIA
443
Gateway Investment Advisers
Ohio
$352K -$15.9K -161 -4%
Nomura Holdings
444
Nomura Holdings
Japan
$346K -$234K -2,363 -41%
P
445
Pitcairn
Pennsylvania
$343K -$6.03K -61 -2%
PA
446
PSI Advisors
Florida
$342K +$40.2K +407 +14%
CAM
447
Cresset Asset Management
Illinois
$338K -$35.2K -356 -10%
CCP
448
Corient Capital Partners
California
$337K +$48.5K +491 +17%
FI
449
Fractal Investments
Connecticut
$334K +$329K +3,326 New
QCM
450
Quantinno Capital Management
New York
$327K +$34.5K +349 +12%

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.