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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
MYAM
501
Meiji Yasuda Asset Management
Japan
$222K +$219K +2,211 New
EWM
502
Endurance Wealth Management
Rhode Island
$221K -$4.94K -50 -2%
IC
503
Intersect Capital
California
$221K
AIA
504
Arbor Investment Advisors
North Carolina
$219K
SIA
505
Schechter Investment Advisors
Michigan
$217K +$213K +2,160 New
TSWM
506
Triangle Securities Wealth Management
North Carolina
$213K +$209K +2,117 New
FBT
507
First Bank & Trust
South Dakota
$211K
BFA
508
Bill Few Associates
Pennsylvania
$210K +$207K +2,095 New
FI
509
Financial Insights
Washington
$207K +$204K +2,061 New
TMAM
510
Tokio Marine Asset Management
Japan
$206K +$202K +2,047 New
RCAG
511
Rehmann Capital Advisory Group
Michigan
$202K +$198K +2,007 New
CTC
512
Central Trust Company
Missouri
$189K
FHA
513
First Horizon Advisors
Tennessee
$184K +$1.38K +14 +0.8%
Acadian Asset Management
514
Acadian Asset Management
Massachusetts
$175K +$173K +1,750 New
LS
515
Livforsakringsbolaget Skandia
Sweden
$174K
SIM
516
Sentry Investment Management
Wisconsin
$165K -$99 -1 -0.1%
AS
517
Altshuler Shaham
Israel
$157K +$155K +1,566 New
AA
518
AlphaCentric Advisors
Puerto Rico
$153K +$150K +1,519 New
DRS
519
Deane Retirement Strategies
Louisiana
$151K
Rockefeller Capital Management
520
Rockefeller Capital Management
New York
$135K -$87.2K -882 -39%
SG Americas Securities
521
SG Americas Securities
New York
$134K -$31.5K -319 -19%
ST
522
Smithfield Trust
Pennsylvania
$127K -$7.02K -71 -5%
National Bank of Canada
523
National Bank of Canada
Quebec, Canada
$125K +$123K +1,247 New
ED
524
Exane Derivatives
France
$125K -$21.6K -219 -15%
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$99 -1 -0.1%

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.