We are live on ! Find out more
RJF icon

Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
501
State of Wyoming
Wyoming
$66K +$90 +1 +0.1%
DAM
502
Delta Asset Management
Tennessee
$62K
PCG
503
Private Capital Group
Connecticut
$61K -$179 -2 -0.3%
PCM
504
Penserra Capital Management
California
$61K +$5.38K +60 +10%
MFT
505
Moisand Fitzgerald Tamayo
Florida
$58K
PA
506
Parallel Advisors
California
$52K +$10.1K +113 +25%
SWA
507
SOA Wealth Advisors
New York
$50K -$537 -6 -1%
TAIM
508
TD Ameritrade Investment Management
Nebraska
$46K -$22.6K -252 -28%
RMC
509
Resources Management Corp
Connecticut
$44K -$90 -1 -0.2%
SGAM
510
Smith Group Asset Management
Texas
$40K +$2.51K +28 +7%
CI
511
CX Institutional
Indiana
$36K +$269 +3 +0.8%
QCG
512
Quadrant Capital Group
Ohio
$36K +$9.23K +103 +36%
FRA
513
Front Row Advisors
California
$35K -$90 -1 -0.3%
TC
514
Trust Company
Kansas
$35K -$90 -1 -0.3%
Parallax Volatility Advisers
515
Parallax Volatility Advisers
California
$34K -$1.2M -13,452 -97%
HFM
516
Harvest Fund Management
China
$34K
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K -$90 -1 -0.3%
AAM
518
Advisors Asset Management
Colorado
$32K -$35.4K -395 -53%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$29K -$90 -1 -0.3%
HI
520
Harbour Investments
Wisconsin
$28K -$1.79K -20 -6%
BCA
521
Bray Capital Advisors
Florida
$28K
SIC
522
Salem Investment Counselors
North Carolina
$28K
FCA
523
FinTrust Capital Advisors
South Carolina
$27K -$11.1K -124 -30%
SC
524
Steph & Co
Wisconsin
$26K
CTB
525
Country Trust Bank
Illinois
$26K +$4.66K +52 +23%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.