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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
JGIA
526
Jackson Grant Investment Advisers
Connecticut
$24K -$90 -1 -0.4%
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$23K -$179 -2 -0.8%
LJHT
528
Laurie J. Hall Trustee
$20K -$11.6K -130 -38%
PFBT
529
Parkside Financial Bank & Trust
Missouri
$19K -$1.52K -17 -8%
GAM
530
Gemmer Asset Management
California
$19K -$90 -1 -0.5%
MA
531
MUFG Americas
New York
$18K +$17.6K +197 New
VNA
532
Valley National Advisers
Pennsylvania
$16K -$90 -1 -0.6%
FMP
533
Financial Management Professionals
Texas
$14K
LWA
534
Lenox Wealth Advisors
New York
$14K
Jones Financial Companies
535
Jones Financial Companies
Missouri
$12K
MAM
536
Meeder Asset Management
Ohio
$11K -$10.6K -118 -50%
AssetMark Inc
537
AssetMark Inc
California
$11K
Nisa Investment Advisors
538
Nisa Investment Advisors
Missouri
$10.8K -$4.24M -47,364 -29%
PWMG
539
Prestige Wealth Management Group
New Jersey
$10K
TWA
540
TCI Wealth Advisors
Arizona
$10K +$3.31K +37 +50%
VCM
541
Vigilant Capital Management
Maine
$10K +$10.1K +113 New
BIA
542
Bell Investment Advisors
California
$9K +$8.96K +100 New
HCP
543
Hexagon Capital Partners
Arkansas
$8K -$90 -1 -1%
MGIM
544
M&G Investment Management
United Kingdom
$7.98K +$8.96K +100 +0.1%
LC
545
Lindbrook Capital
California
$7K -$90 -1 -1%
CWC
546
Carolinas Wealth Consulting
North Carolina
$7K
GWMIA
547
Global Wealth Management Investment Advisory
Florida
$7K
HPC
548
HM Payson & Co
Maine
$7K
JWM
549
Janiczek Wealth Management
Colorado
$7K +$6.72K +75 New
GPA
550
Guidance Point Advisors
Massachusetts
$7K +$7.26K +81 New

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.