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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
TF
526
TimeScale Financial
Massachusetts
$112K +$99 +1 +0.1%
EWA
527
EverSource Wealth Advisors
Alabama
$105K +$103K +1,043 New
CT
528
Cambridge Trust
Massachusetts
$102K +$101K +1,020 New
GA
529
GraniteShares Advisors
New York
$97K +$96.1K +972 New
AG
530
AIA Group
Hong Kong
$88K +$86.2K +872 New
CT
531
Caldwell Trust
Florida
$87.2K
AssetMark Inc
532
AssetMark Inc
California
$83K +$69.3K +701 +570%
Bessemer Group
533
Bessemer Group
New Jersey
$79K +$198 +2 +0.3%
EBA
534
Eagle Bay Advisors
New York
$78K -$22.5K -228 -23%
PA
535
Parallel Advisors
California
$76K +$19.6K +198 +35%
DA
536
Denali Advisors
California
$75K
GWM
537
Geneos Wealth Management
Colorado
$74K
WT
538
Whittier Trust
California
$72K -$494 -5 -0.7%
DMBA
539
Deseret Mutual Benefit Administrators
Utah
$71K
TAIM
540
TD Ameritrade Investment Management
Nebraska
$69K +$5.34K +54 +8%
SOW
541
State of Wyoming
Wyoming
$68K -$3.66K -37 -5%
DAM
542
Delta Asset Management
Tennessee
$68K
PCG
543
Private Capital Group
Connecticut
$66K +$99 +1 +0.2%
FF
544
FourThought Financial
Florida
$65K -$19.1K -193 -23%
MFT
545
Moisand Fitzgerald Tamayo
Florida
$63K
DCM
546
Dupont Capital Management
Delaware
$62K -$22.7K -230 -27%
SWA
547
SOA Wealth Advisors
New York
$55K
NIM
548
NuWave Investment Management
New Jersey
$55K +$54K +546 New
UB
549
UMB Bank
Missouri
$51K +$50.6K +512 New
RP
550
Repertoire Partners
New York
$50K +$49.4K +500 New

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.