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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
VAS
451
Vestmark Advisory Solutions
Massachusetts
$222K +$215K +2,403 New
AG
452
Algert Global
California
$221K -$1.36M -15,173 -86%
CCA
453
Checchi Capital Advisers
California
$221K -$537 -6 -0.2%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$221K
SWM
455
Spire Wealth Management
Virginia
$216K -$18.1K -202 -8%
EF
456
Empirical Finance
Pennsylvania
$215K +$209K +2,332 New
ALAM
457
Asahi Life Asset Management
Japan
$210K +$204K +2,280 New
Neuberger Berman Group
458
Neuberger Berman Group
New York
$209K -$393K -4,382 -51%
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$208K -$5.55K -62 -3%
EWM
460
Endurance Wealth Management
Rhode Island
$208K
PP
461
PDT Partners
New York
$208K +$202K +2,259 New
PI
462
PGGM Investments
Netherlands
$206K -$90 -1 -0%
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
$205K -$90.2K -1,007 -31%
IC
464
Intersect Capital
California
$204K +$198K +2,206 New
AIA
465
Angeles Investment Advisors
California
$201K +$195K +2,179 New
AIA
466
Arbor Investment Advisors
North Carolina
$201K +$195K +2,181 New
NICM
467
Neo Ivy Capital Management
New York
$200K +$260K +2,900 New
FBT
468
First Bank & Trust
South Dakota
$194K -$358 -4 -0.2%
Twin Tree Management
469
Twin Tree Management
Texas
$191K +$186K +2,071 New
SM
470
SG3 Management
Puerto Rico
$185K +$179K +2,000 New
CTC
471
Central Trust Company
Missouri
$173K +$8.24K +92 +5%
FHA
472
First Horizon Advisors
Tennessee
$169K +$80.3K +897 +95%
LS
473
Livforsakringsbolaget Skandia
Sweden
$160K -$90 -1 -0.1%
SG Americas Securities
474
SG Americas Securities
New York
$152K -$72.3K -807 -33%
SIM
475
Sentry Investment Management
Wisconsin
$151K -$21.5K -240 -13%

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.