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Raymond James Financial
RJF

661 hedge funds and large institutions have $17.2B invested in Raymond James Financial in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 242 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $26.5M

62% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 50

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

11% more capital invested

Capital invested by funds: $15.5B → $17.2B (+$1.75B)

4% more funds holding

Funds holding: 637 → 661 (+24)

1.36% more ownership

Funds ownership: 77.25% → 78.61% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 222

Holders
661
Holders Change
+24
Holders Change %
+3.77%
% of All Funds
10.43%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
81
Increased
242
Reduced
222
Closed
50
Calls
$64.6M
Puts
$26.5M
Net Calls
+$38.1M
Net Calls Change
+$2.79M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$266M
2
AII
AGF Investments Inc
Ontario, Canada
+$170M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$164M
4
Primecap Management
Primecap Management
California
+$146M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$154M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$85.5M
3
Millennium Management
Millennium Management
New York
-$54.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VI
476
Vestcor Inc
New Brunswick, Canada
$322K +$23.1K +218 +8%
MGP
477
Metis Global Partners
California
$322K +$311K +2,933 New
KBFS
478
Kohmann Bosshard Financial Services
Ohio
$321K +$310K +2,925 New
BCP
479
Blue Chip Partners
Michigan
$319K +$954 +9 +0.3%
S
480
Seeyond
France
$318K -$9.22K -87 -3%
CNC
481
Canandaigua National Corp
New York
$317K -$1.17K -11 -0.4%
BAMF
482
BI Asset Management Fondsmaeglerselskab
Denmark
$311K +$299K +2,826 New
AAS
483
Avantax Advisory Services
Texas
$309K – – –
FTDI
484
First Trust Direct Indexing
Massachusetts
$308K +$36.3K +343 +14%
SWA
485
Sutton Wealth Advisors
Florida
$305K +$636 +6 +0.2%
AMCA
486
Arthur M. Cohen & Associates
Illinois
$303K -$106K -1,000 -27%
BF
487
BOK Financial
Oklahoma
$301K -$2.12K -20 -0.7%
EWM
488
Evercore Wealth Management
New York
$300K -$31.8K -300 -10%
EA
489
Eudaimonia Advisors
Tennessee
$300K +$289K +2,728 New
Northwestern Mutual Wealth Management
490
Northwestern Mutual Wealth Management
Wisconsin
$299K -$318K -2,998 -52%
CA
491
Calton & Associates
Florida
$298K – – –
MIM
492
MTM Investment Management
South Carolina
$297K – – –
GTCM
493
Gyon Technologies Capital Management
New Jersey
$296K -$2.36M -22,239 -89%
CI
494
Carroll Investors
South Carolina
$296K – – –
CAM
495
Cresset Asset Management
Illinois
$294K -$72.3K -682 -20%
NFG
496
Nations Financial Group
Iowa
$292K +$282K +2,659 New
GLA
497
Great Lakes Advisors
Illinois
$291K +$281K +2,651 New
ED
498
Exane Derivatives
France
$291K +$149K +1,406 +113%
PA
499
Profund Advisors
Maryland
$288K -$26.3K -248 -9%
JF
500
Jump Financial
Illinois
$286K -$2.69M -25,356 -91%
18 19
20
21 22

RJF Hedge Fund Activity: Q1 2022 in Review

661 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2022, worth a combined $17.2B — up 11% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new RJF positions and 50 closed out — a net gain of 31 holders — while 242 added to existing stakes and 222 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was BlackRock, cutting an estimated $154M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2022, up from 637 in Q4 2021.
  • Funds reported $17.2B of Raymond James Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 81 funds opened new Raymond James Financial positions in Q1 2022 and 50 closed out, a net change of +31 holders.
  • The largest Raymond James Financial buyer in Q1 2022 was Wellington Management Group, an estimated $266M added.
  • The largest Raymond James Financial seller in Q1 2022 was BlackRock, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.