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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
SSB
451
Sandy Spring Bank
Maryland
$7K +$6.87K +119 New
TL
452
TrueWealth LLC
Georgia
$6K
GRP
453
Global Retirement Partners
California
$6K +$173 +3 +3%
AWA
454
Arkadios Wealth Advisors
Georgia
$5.43K +$4.79K +83 New
LWM
455
Lenox Wealth Management
Ohio
$5K
WT
456
Whittier Trust
California
$5K +$2.08K +36 +68%
CI
457
CX Institutional
Indiana
$4K -$2.31K -40 -37%
GWMIA
458
Global Wealth Management Investment Advisory
Florida
$4K
IA
459
IndexIQ Advisors
New York
$4K +$3.92K +68 New
AP
460
Americana Partners
Texas
$4K +$4.45K +77 New
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$3K
TWA
462
TCI Wealth Advisors
Arizona
$3K +$1.27K +22 +85%
UOTTAIMCU
463
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$3.06K +53 New
WQ
464
Wealth Quarterback
New Jersey
$2K +$1.91K +33 New
CCM
465
Copeland Capital Management
Pennsylvania
$2K
TFGT
466
TS Financial Group (TSFG)
Illinois
$2K
EWA
467
Evolution Wealth Advisors
Florida
$2K +$115 +2 +6%
ME
468
McIlrath & Eck
Washington
$2K +$115 +2 +7%
EI
469
Ellevest Inc
New York
$2K +$1.15K +20 +133%
BWM
470
BerganKDV Wealth Management
Minnesota
$2K +$1.91K +33 New
CMBA
471
C.M. Bidwell & Associates
Hawaii
$1K
EFSCE
472
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
FANJ
473
Financial Architects (New Jersey)
New Jersey
$1K
GWS
474
Glassman Wealth Services
Virginia
$1K
HR
475
Howe & Rusling
New York
$1K

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.