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Raymond James Financial
RJF

533 hedge funds and large institutions have $9.44B invested in Raymond James Financial in 2020 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 178 increasing their positions, 175 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $8.99M

241% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 27

30% more capital invested

Capital invested by funds: $7.26B → $9.44B (+$2.18B)

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

12% more funds holding

Funds holding: 474 → 533 (+59)

2% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 175

1.07% less ownership

Funds ownership: 113.85% → 112.78% (-1.1%)

Holders
533
Holders Change
+59
Holders Change %
+12.45%
% of All Funds
9.43%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
92
Increased
178
Reduced
175
Closed
27
Calls
$68.3M
Puts
$8.99M
Net Calls
+$59.3M
Net Calls Change
+$30.4M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$36.5M
2
Holocene Advisors
Holocene Advisors
New York
+$24.9M
3
GC
Gillson Capital
Illinois
+$23.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$22.9M
5
SSA
Schonfeld Strategic Advisors
New York
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$106M
2
EC
Eminence Capital
New York
-$68.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.1M
4
BlackRock
BlackRock
New York
-$26.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$23.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
526
Retirement Group
California
$1K – – –
TFO
527
Tarbox Family Office
California
$1K – – –
TFM
528
TFC Financial Management
Massachusetts
$1K – – –
MLFP
529
MPS Loria Financial Planners
Illinois
$1K +$630 +11 New
MCM
530
Manchester Capital Management
Vermont
$1K +$687 +12 New
Walleye Capital
531
Walleye Capital
New York
$314 -$267K -4,659 -49%
EC
532
Eminence Capital
New York
– -$68.8M -1,417,845 Closed
RP
533
RR Partners
New York
– -$3.13M -64,545 Closed
ETC
534
Exchange Traded Concepts
Oklahoma
– -$2.09M -43,001 Closed
Marshall Wace
535
Marshall Wace
United Kingdom
– -$753K -15,530 Closed
PP
536
Prudential plc
United Kingdom
– -$640K -13,199 Closed
Two Sigma Investments
537
Two Sigma Investments
New York
– -$645K -11,274 Closed
GCP
538
GSA Capital Partners
United Kingdom
– -$412K -8,504 Closed
BFG
539
Beacon Financial Group
Texas
– -$407K -8,399 Closed
AIP
540
Almanack Investment Partners
Pennsylvania
– -$450K -7,860 Closed
CP
541
Covenant Partners
Tennessee
– -$378K -7,794 Closed
HWA
542
Hillcrest Wealth Advisors
New Jersey
– -$364K -7,500 Closed
CA
543
Calton & Associates
Florida
– -$343K -7,065 Closed
B
544
Barings
North Carolina
– -$306K -6,300 Closed
SEC
545
Seven Eight Capital
New York
– -$306K -6,300 Closed
AAS
546
Avantax Advisory Services
Texas
– -$226K -4,652 Closed
BFM
547
Boothbay Fund Management
New York
– -$218K -4,500 Closed
QSS
548
Quantitative Systematic Strategies
Florida
– -$204K -4,196 Closed
FHA
549
Flagship Harbor Advisors
Massachusetts
– -$146K -3,011 Closed
ICM
550
Invenomic Capital Management
Massachusetts
– -$137K -2,816 Closed
19 20 21
22
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RJF Hedge Fund Activity: Q4 2020 in Review

533 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2020, worth a combined $9.44B — up 30% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new RJF positions and 27 closed out — a net gain of 65 holders — while 178 added to existing stakes and 175 trimmed.

The largest buyer was Invesco, adding an estimated $36.5M. The largest seller was Bank of America, cutting an estimated $106M.

  • 533 institutional investors held Raymond James Financial (RJF) as of Q4 2020, up from 474 in Q3 2020.
  • Funds reported $9.44B of Raymond James Financial stock for Q4 2020, up 30% quarter-over-quarter.
  • 92 funds opened new Raymond James Financial positions in Q4 2020 and 27 closed out, a net change of +65 holders.
  • The largest Raymond James Financial buyer in Q4 2020 was Invesco, an estimated $36.5M added.
  • The largest Raymond James Financial seller in Q4 2020 was Bank of America, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2020.