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Raymond James Financial
RJF

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: 499 → 473 (-26)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-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

Top Buyers

1
EC
Eminence Capital
New York
+$163M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.4M
3
BlackRock
BlackRock
New York
+$76.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.2M
2
Wells Fargo
Wells Fargo
California
-$74.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52.2M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$40.9M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$37.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$75M +$11.1M +205,145 +18%
Norges Bank
27
Norges Bank
Norway
$72.3M – – –
N
28
Nuveen
North Carolina
$71.6M -$22.7M -418,087 -24%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$70M -$52.2M -961,668 -43%
Goldman Sachs
30
Goldman Sachs
New York
$69M +$7M +128,910 +11%
Invesco
31
Invesco
Georgia
$68.9M -$3.49M -64,320 -5%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$68.7M +$782K +14,388 +1%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$68.5M -$2.34M -43,005 -3%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$66.5M -$26.4M -486,561 -29%
Legal & General Group
35
Legal & General Group
United Kingdom
$65.1M +$266K +4,900 +0.4%
Charles Schwab
36
Charles Schwab
California
$64.8M -$42.4K -780 -0.1%
EVM
37
Eaton Vance Management
Massachusetts
$62.9M +$11M +201,754 +21%
RP
38
RR Partners
New York
$52.5M – – –
FC
39
Fairpointe Capital
Illinois
$50.5M -$1.79M -33,023 -3%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$47.4M +$22.1M +405,938 +89%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$44.8M -$2.78M -51,131 -6%
PI
42
Putnam Investments
Massachusetts
$41.8M +$9.58M +176,321 +30%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$39.4M -$135K -2,490 -0.3%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$37.3M -$389K -7,161 -1%
PPA
45
Parametric Portfolio Associates
Washington
$37M +$1.25M +22,963 +4%
PCM
46
Palisade Capital Management
New Jersey
$36.4M -$117K -2,156 -0.3%
PAM
47
Panagora Asset Management
Massachusetts
$35.8M +$6.82M +125,478 +24%
RJA
48
Raymond James & Associates
Florida
$34.8M -$7.17M -131,944 -17%
UBS AM
49
UBS AM
Illinois
$34.8M +$529K +9,737 +2%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$33.3M +$19M +349,831 +136%
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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.