Raymond James Financial
462 hedge funds and large institutions have $6.5B invested in Raymond James Financial in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 76 closing their positions.
266% more call options, than puts
Call options by funds: $43.5M | Put options by funds: $11.9M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1.8% more ownership
Funds ownership: 108.96% → 110.76% (+1.8%)
5% less funds holding
Funds holding: 485 → 462 (-23)
11% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 179
24% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 76
28% less capital invested
Capital invested by funds: $9.02B → $6.5B (-$2.52B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$235M |
| 2 |
BlackRock
New York
|
+$158M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$109M |
| 4 |
Primecap Management
Pasadena,
California
|
+$106M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$94.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWA
Marshall Wace Asia
Central,
Hong Kong
|
-$71.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$64.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$64.1M |
| 4 |
Bank of New York Mellon
New York
|
-$40.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$35.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
526
Americana Partners
Houston,
Texas
| – | -$4K | -77 | Closed |
|
|
UOTTAIMCU
527
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| – | -$3K | -53 | Closed |
|
|
EWA
528
Evolution Wealth Advisors
Aventura,
Florida
| – | -$2K | -38 | Closed |
|
529
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -12 | Closed |
|
|
PWP
530
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$1K | -11 | Closed |
|
|
BFC
531
Bedel Financial Consulting
Indianapolis,
Indiana
| – | +$113 | +2 | New |
|
|
II
532
Inspire Investing
Meridian,
Idaho
| – | +$113 | +2 | New |
|
|
EIP
533
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | +$1.3K | +23 | New |
|
RJF Hedge Fund Activity: Q1 2020 in Review
462 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2020, worth a combined $6.5B — down 28% from $9.02B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of RJF and 58 opened new positions — a net loss of 18 holders — while 179 trimmed existing stakes and 159 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Marshall Wace Asia, cutting an estimated $71.1M.
- 462 institutional investors held Raymond James Financial (RJF) as of Q1 2020, down from 485 in Q4 2019.
- Funds reported $6.5B of Raymond James Financial stock for Q1 2020, down 28% quarter-over-quarter.
- 58 funds opened new Raymond James Financial positions in Q1 2020 and 76 closed out, a net change of -18 holders.
- The largest Raymond James Financial buyer in Q1 2020 was T. Rowe Price Associates, an estimated $235M added.
- The largest Raymond James Financial seller in Q1 2020 was Marshall Wace Asia, an estimated $71.1M sold.
Based on aggregated 13F filings for Q1 2020.