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Raymond James Financial
RJF

533 hedge funds and large institutions have $9.44B invested in Raymond James Financial in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 178 increasing their positions, 175 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $8.99M

241% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 27

30% more capital invested

Capital invested by funds: $7.26B → $9.44B (+$2.18B)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

12% more funds holding

Funds holding: 474 → 533 (+59)

2% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 175

1.07% less ownership

Funds ownership: 113.85% → 112.78% (-1.1%)

Holders
533
Holders Change
+59
Holders Change %
+12.45%
% of All Funds
9.43%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
92
Increased
178
Reduced
175
Closed
27
Calls
$68.3M
Puts
$8.99M
Net Calls
+$59.3M
Net Calls Change
+$30.4M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$36.5M
2
Holocene Advisors
Holocene Advisors
New York
+$24.9M
3
GC
Gillson Capital
Illinois
+$23.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.9M
5
SSA
Schonfeld Strategic Advisors
New York
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$106M
2
EC
Eminence Capital
New York
-$68.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.1M
4
BlackRock
BlackRock
New York
-$26.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$68.9M +$754K +13,171 +1%
TAF
27
Tredje AP-fonden
Sweden
$65.4M – – –
Wells Fargo
28
Wells Fargo
California
$61.9M +$60.5K +1,057 +0.1%
UBS AM
29
UBS AM
Illinois
$55.4M +$2.8M +49,001 +6%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$55.4M -$1.95M -33,990 -4%
Goldman Sachs
31
Goldman Sachs
New York
$51.3M -$1.32M -23,006 -3%
N
32
Nuveen
North Carolina
$49.5M +$8.98M +156,915 +25%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$46.9M +$5.47M +95,586 +15%
AI
34
Advent International
Massachusetts
$42.7M – – –
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$42M -$4.88M -85,265 -11%
Macquarie Group
36
Macquarie Group
Australia
$41M -$2.39M -41,717 -6%
Morgan Stanley
37
Morgan Stanley
New York
$40.1M -$888K -15,513 -2%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$39.3M -$5.18M -90,455 -13%
PPA
39
Parametric Portfolio Associates
Washington
$39.1M +$752K +13,134 +2%
VNIM
40
Vaughan Nelson Investment Management
Texas
$38.6M -$788K -13,775 -2%
PCM
41
Palisade Capital Management
New Jersey
$37.5M -$1.62M -28,273 -5%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$30.1M +$16.8M +293,980 +164%
GC
43
Gillson Capital
Illinois
$28.8M +$23.7M +413,562 +1,103%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$28.5M +$1.17M +20,436 +5%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.3M -$7.85M -137,162 -25%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$28.1M +$1.26M +22,071 +5%
Holocene Advisors
47
Holocene Advisors
New York
$27.7M +$24.9M +434,661 New
Prudential Financial
48
Prudential Financial
New Jersey
$26.1M +$14.6M +255,858 +166%
APG Asset Management
49
APG Asset Management
Netherlands
$25.2M +$1.73M +30,307 +7%
NC
50
Nicholas Company
Wisconsin
$24.8M -$34.3K -600 -0.2%
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RJF Hedge Fund Activity: Q4 2020 in Review

533 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2020, worth a combined $9.44B — up 30% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new RJF positions and 27 closed out — a net gain of 65 holders — while 178 added to existing stakes and 175 trimmed.

The largest buyer was Invesco, adding an estimated $36.5M. The largest seller was Bank of America, cutting an estimated $106M.

  • 533 institutional investors held Raymond James Financial (RJF) as of Q4 2020, up from 474 in Q3 2020.
  • Funds reported $9.44B of Raymond James Financial stock for Q4 2020, up 30% quarter-over-quarter.
  • 92 funds opened new Raymond James Financial positions in Q4 2020 and 27 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2020 was Invesco, an estimated $36.5M added.
  • The largest Raymond James Financial seller in Q4 2020 was Bank of America, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.