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Raymond James Financial
RJF

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: 7 → 9 (+2)

10% more capital invested

Capital invested by funds: $8.17B → $9.02B (+$852M)

3% more funds holding

Funds holding: 473 → 485 (+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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$139M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$118M
3
BlackRock
BlackRock
New York
+$112M
4
Primecap Management
Primecap Management
California
+$72.1M
5
Macquarie Group
Macquarie Group
Australia
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$52.7M
2
Millennium Management
Millennium Management
New York
-$48.8M
3
Wells Fargo
Wells Fargo
California
-$34.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$31.6M
5
FC
Fairpointe Capital
Illinois
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
476
Personal Wealth Partners
Minnesota
$1K – – –
SFSIG
477
San Francisco Sentry Investment Group
California
$1K – – –
TFO
478
Tarbox Family Office
California
$1K – – –
CA
479
CXI Advisors
Indiana
$1K +$519 +9 New
Fidelity International
480
Fidelity International
Bermuda
$1K +$693 +12 New
RG
481
Retirement Group
California
$1K +$1.15K +20 New
National Pension Service
482
National Pension Service
South Korea
– -$16.5M -300,176 Closed
NI
483
Nuance Investments
Missouri
– -$11.7M -212,165 Closed
SSA
484
South Street Advisors
New York
– -$10.3M -187,043 Closed
ECP
485
Elk Creek Partners
Colorado
– -$4.19M -76,248 Closed
ZIG
486
Zurich Insurance Group
Switzerland
– -$3.92M -71,274 Closed
OAM
487
Oxford Asset Management
United Kingdom
– -$2.77M -50,442 Closed
CM
488
Crestline Management
Texas
– -$2.1M -38,240 Closed
PG
489
Pendal Group
Australia
– -$2.09M -38,013 Closed
PP
490
Paloma Partners
Connecticut
– -$2.03M -36,848 Closed
PFMOSF
491
Philadelphia Financial Management of San Francisco
California
– -$1.9M -34,497 Closed
Citadel Advisors
492
Citadel Advisors
Florida
– -$1.47M -25,512 Closed
RCAMU
493
Rothschild & Co Asset Management US
Connecticut
– -$1.2M -21,836 Closed
HF
494
HRT Financial
New York
– -$1.12M -20,345 Closed
TRCT
495
Tower Research Capital (TRC)
New York
– -$938K -17,064 Closed
LCM
496
Laurion Capital Management
New York
– -$885K -16,107 Closed
RIM
497
Redwood Investment Management
Arizona
– -$867K -15,765 Closed
ECM
498
ExodusPoint Capital Management
New York
– -$861K -15,659 Closed
MWC
499
MBM Wealth Consultants
Missouri
– -$840K -15,276 Closed
IG
500
ING Group
Netherlands
– -$636K -11,567 Closed
18 19
20
21 22

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.