Raymond James Financial
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$36.5M |
| 2 |
Holocene Advisors
New York
|
+$24.9M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
+$23.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.9M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$106M |
| 2 |
EC
Eminence Capital
New York
|
-$68.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$40.1M |
| 4 |
BlackRock
New York
|
-$26.7M |
| 5 |
Bank of New York Mellon
New York
|
-$23.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
551
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$123K | -2,535 | Closed |
|
|
PFS
552
Prospera Financial Services
Dallas,
Texas
| – | -$33K | -680 | Closed |
|
|
PCM
553
Prelude Capital Management
New York
| – | -$27K | -555 | Closed |
|
|
GCM
554
Gables Capital Management
Miami,
Florida
| – | -$11K | -218 | Closed |
|
|
AWA
555
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$4.35K | -76 | -97% |
|
|
BWM
556
BNC Wealth Management
Beaverton,
Oregon
| – | -$4K | -74 | Closed |
|
|
PFWA
557
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$3K | -72 | Closed |
|
|
FFA
558
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$3K | -59 | Closed |
|
|
RA
559
Rational Advisors
Huntington,
New York
| – | -$1K | -21 | Closed |
|
560
Fidelity International
Hamilton,
Bermuda
| – | +$286 | +5 | New |
|
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.