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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
LWM
451
Lenox Wealth Management
Ohio
$4K
VFA
452
Valeo Financial Advisors
Indiana
$4K
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$3K
WT
454
Whittier Trust
California
$3K +$2.88K +53 New
CCM
455
Copeland Capital Management
Pennsylvania
$2K
EWA
456
Evolution Wealth Advisors
Florida
$2K
ME
457
McIlrath & Eck
Washington
$2K
TFGT
458
TS Financial Group (TSFG)
Illinois
$2K
TWA
459
TCI Wealth Advisors
Arizona
$1K -$815 -15 -37%
HR
460
Howe & Rusling
New York
$1K -$54 -1 -5%
CMBA
461
C.M. Bidwell & Associates
Hawaii
$1K
EFSCE
462
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FANJ
463
Financial Architects (New Jersey)
New Jersey
$1K
GWS
464
Glassman Wealth Services
Virginia
$1K
SFSIG
465
San Francisco Sentry Investment Group
California
$1K
TFO
466
Tarbox Family Office
California
$1K
PWP
467
Personal Wealth Partners
Minnesota
$1K +$598 +11 New
EI
468
Ellevest Inc
New York
$1K +$815 +15 New
AA
469
Advisory Alpha
Michigan
$776 +$815 +15 New
GT
470
Glenmede Trust
Pennsylvania
$40 -$1.74K -32 -4%
Balyasny Asset Management
471
Balyasny Asset Management
Illinois
-$79.2M -1,405,260 Closed
Two Sigma Investments
472
Two Sigma Investments
New York
-$12.7M -233,225 Closed
ADEF
473
Adams Diversified Equity Fund
Maryland
-$13M -230,400 Closed
GC
474
Gillson Capital
Illinois
-$12.2M -215,603 Closed
Renaissance Technologies
475
Renaissance Technologies
New York
-$9.45M -167,663 Closed

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.