We are live on ! Find out more
RJF icon

Raymond James Financial
RJF

462 hedge funds and large institutions have $6.5B invested in Raymond James Financial in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more call options, than puts

Call options by funds: $43.5M | Put options by funds: $11.9M

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

1.8% more ownership

Funds ownership: 108.96% → 110.76% (+1.8%)

5% less funds holding

Funds holding: 485 → 462 (-23)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

24% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 76

28% less capital invested

Capital invested by funds: $9.02B → $6.5B (-$2.52B)

Holders
462
Holders Change
-23
Holders Change %
-4.74%
% of All Funds
10.18%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
58
Increased
159
Reduced
179
Closed
76
Calls
$43.5M
Puts
$11.9M
Net Calls
+$31.6M
Net Calls Change
-$5.78M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$235M
2
BlackRock
BlackRock
New York
+$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
4
Primecap Management
Primecap Management
California
+$106M
5
Bank of America
Bank of America
North Carolina
+$94.3M

Top Sellers

Rank Fund Capital Flow
1
MWA
Marshall Wace Asia
Hong Kong
-$71.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$64.9M
3
Wells Fargo
Wells Fargo
California
-$64.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$40.5M
5
Ameriprise
Ameriprise
Minnesota
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
451
Financial Architects (New Jersey)
New Jersey
$1K – – –
GWS
452
Glassman Wealth Services
Virginia
$1K – – –
ME
453
McIlrath & Eck
Washington
$1K – – –
TFGT
454
TS Financial Group (TSFG)
Illinois
$1K – – –
SFSIG
455
San Francisco Sentry Investment Group
California
$1K +$338 +6 +43%
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.01K +18 New
LWA
457
Lenox Wealth Advisors
New York
$1K +$1.47K +26 New
TI
458
tru Independence
Oregon
$626 – – –
RJFSA
459
Raymond James Financial Services Advisors
Florida
– -$20.7M -347,340 Closed
PCM
460
Prana Capital Management
Connecticut
– -$17.9M -299,967 Closed
Renaissance Technologies
461
Renaissance Technologies
New York
– -$6.18M -103,613 Closed
Wolverine Trading
462
Wolverine Trading
Illinois
– -$3.74M -66,242 Closed
PI
463
PineBridge Investments
New York
– -$3.82M -64,038 Closed
BA
464
Bridgewater Associates
Connecticut
– -$2.55M -42,738 Closed
KJHP
465
K.J. Harrison & Partners
Ontario, Canada
– -$2.5M -42,000 Closed
JG
466
Jefferies Group
New York
– -$2.24M -37,500 Closed
Pacer Advisors
467
Pacer Advisors
Pennsylvania
– -$1.27M -21,366 Closed
DA
468
Duality Advisers
Florida
– -$1.27M -21,278 Closed
QIM
469
Quantitative Investment Management
Virginia
– -$1.26M -21,096 Closed
Holocene Advisors
470
Holocene Advisors
New York
– -$1.17M -19,688 Closed
Acadian Asset Management
471
Acadian Asset Management
Massachusetts
– -$923K -15,465 Closed
SRAM
472
Stone Ridge Asset Management
New York
– -$862K -14,447 Closed
AI
473
Atria Investments
North Carolina
– -$762K -12,774 Closed
CCIA
474
Campbell & Co Investment Adviser
Maryland
– -$747K -12,527 Closed
WI
475
WBI Investments
New Jersey
– -$647K -10,856 Closed
17 18
19
20 21

RJF Hedge Fund Activity: Q1 2020 in Review

462 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2020, worth a combined $6.5B — down 28% from $9.02B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of RJF and 58 opened new positions — a net loss of 18 holders — while 179 trimmed existing stakes and 159 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Marshall Wace Asia, cutting an estimated $71.1M.

  • 462 institutional investors held Raymond James Financial (RJF) as of Q1 2020, down from 485 in Q4 2019.
  • Funds reported $6.5B of Raymond James Financial stock for Q1 2020, down 28% quarter-over-quarter.
  • 58 funds opened new Raymond James Financial positions in Q1 2020 and 76 closed out, a net change of -18 holders.
  • The largest Raymond James Financial buyer in Q1 2020 was T. Rowe Price Associates, an estimated $235M added.
  • The largest Raymond James Financial seller in Q1 2020 was Marshall Wace Asia, an estimated $71.1M sold.

Based on aggregated 13F filings for Q1 2020.