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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
HS
501
HighVista Strategies
Massachusetts
– -$364K -6,450 Closed
AWM
502
Avior Wealth Management
Nebraska
– -$323K -5,730 Closed
AMI
503
Amica Mutual Insurance
Rhode Island
– -$316K -5,607 Closed
SPC
504
Sigma Planning Corp
Michigan
– -$275K -4,877 Closed
HI
505
Horizon Investments
North Carolina
– -$255K -4,521 Closed
ZCM
506
Zebra Capital Management
Connecticut
– -$255K -4,517 Closed
Wealthfront Advisers
507
Wealthfront Advisers
California
– -$223K -3,959 Closed
GH
508
GAM Holding
Switzerland
– -$214K -3,798 Closed
GFPC
509
Global Financial Private Capital
Florida
– -$212K -3,750 Closed
PPCM
510
Pillar Pacific Capital Management
California
– -$211K -3,735 Closed
PI
511
PEAK6 Investments
Illinois
– -$185K -3,401 Closed
YWP
512
YorkBridge Wealth Partners
New York
– -$128K -2,273 Closed
QT
513
Quantbot Technologies
New York
– -$122K -2,180 Closed
MWM
514
Meridian Wealth Management
Kentucky
– -$955 -1,694 Closed
Simplex Trading
515
Simplex Trading
Illinois
– -$73.8K -1,359 Closed
NIT
516
NumerixS Investment Technologies
British Columbia, Canada
– -$76K -1,350 Closed
FL
517
Fort LP
Maryland
– -$47K -837 Closed
ARMT
518
Amica Retiree Medical Trust
Rhode Island
– -$46K -813 Closed
EWM
519
Executive Wealth Management
Michigan
– -$33K -588 Closed
PCP
520
Proficio Capital Partners
Massachusetts
– -$32K -570 Closed
M
521
MOTCO
Texas
– -$31K -549 Closed
SGAM
522
Smith Group Asset Management
Texas
– -$16K -285 Closed
SFG
523
SevenBridge Financial Group
Pennsylvania
– -$14K -255 Closed
NICM
524
Neo Ivy Capital Management
New York
– -$12K -212 Closed
W
525
WealthStone
Ohio
– -$9.81K -174 Closed
18 19 20
21
22

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.