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Raymond James Financial

637 hedge funds and large institutions have $15.5B invested in Raymond James Financial in 2021 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 212 increasing their positions, 214 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $16.1M

139% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 46

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

11% more capital invested

Capital invested by funds: $13.9B → $15.5B (+$1.52B)

10% more funds holding

Funds holding: 579637 (+58)

0.97% more ownership

Funds ownership: 76.28%77.25% (+0.97%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 214

Holders
637
Holders Change
+58
Holders Change %
+10.02%
% of All Funds
9.8%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.22%
New
110
Increased
212
Reduced
214
Closed
46
Calls
$51.4M
Puts
$16.1M
Net Calls
+$35.3M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
476
Sutton Wealth Advisors
Florida
$278K
BF
477
BOK Financial
Oklahoma
$277K +$12.3K +124 +5%
VI
478
Vestcor Inc
New Brunswick, Canada
$272K -$50K -506 -16%
CA
479
Calton & Associates
Florida
$272K
MIM
480
MTM Investment Management
South Carolina
$271K
CI
481
Carroll Investors
South Carolina
$271K +$267K +2,700 New
PWP
482
Principle Wealth Partners
Connecticut
$264K
MAM
483
Meeder Asset Management
Ohio
$263K +$248K +2,508 +2,162%
CFGS
484
Concourse Financial Group Securities
Alabama
$262K +$13.6K +138 +6%
AIP
485
Ameritas Investment Partners
Nebraska
$261K
VAS
486
Vestmark Advisory Solutions
Massachusetts
$256K +$14.8K +150 +6%
LFA
487
Legacy Financial Advisors
Kentucky
$254K +$12.6K +127 +5%
FTDI
488
First Trust Direct Indexing
Massachusetts
$247K -$174K -1,760 -42%
IC
489
IEQ Capital
California
$247K +$243K +2,456 New
CCA
490
Checchi Capital Advisers
California
$246K +$5.14K +52 +2%
QTM
491
qPULA Trading Management
New York
$243K +$239K +2,421 New
YIA
492
YHB Investment Advisors
Connecticut
$241K -$2.96K -30 -1%
BCV
493
Banque Cantonale Vaudoise
Switzerland
$241K
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$241K +$14.7K +149 +7%
AP
495
Appleton Partners
Massachusetts
$237K +$233K +2,362 New
SWM
496
Spire Wealth Management
Virginia
$235K +$988 +10 +0.4%
SIC
497
Salem Investment Counselors
North Carolina
$233K +$200K +2,025 +675%
Verition Fund Management
498
Verition Fund Management
Connecticut
$230K -$305K -3,090 -57%
BS
499
Banco Santander
Spain
$225K +$222K +2,242 New
PI
500
PGGM Investments
Netherlands
$224K

RJF Hedge Fund Activity: Q4 2021 in Review

637 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2021, worth a combined $15.5B — up 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new RJF positions and 46 closed out — a net gain of 64 holders — while 212 added to existing stakes and 214 trimmed.

The largest buyer was Marshall Wace, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $132M.

  • 637 institutional investors held Raymond James Financial (RJF) as of Q4 2021, up from 579 in Q3 2021.
  • Funds reported $15.5B of Raymond James Financial stock for Q4 2021, up 11% quarter-over-quarter.
  • 110 funds opened new Raymond James Financial positions in Q4 2021 and 46 closed out, a net change of +64 holders.
  • The largest Raymond James Financial buyer in Q4 2021 was Marshall Wace, an estimated $117M added.
  • The largest Raymond James Financial seller in Q4 2021 was T. Rowe Price Associates, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2021.