We are live on ! Find out more
RJF icon

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
LWM
551
Liberty Wealth Management
California
$6K +$2.87K +32 +100%
FPS
552
Fieldpoint Private Securities
Connecticut
$6K +$3.58K +40 +133%
AF
553
Allworth Financial
California
$6K +$5.38K +60 New
DOA
554
D'Orazio & Associates
Virginia
$6K +$5.91K +66 New
CCM
555
Copeland Capital Management
Pennsylvania
$5K -$90 -1 -2%
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$5K -$90 -1 -2%
SSB
557
Sandy Spring Bank
Maryland
$5K
GWS
558
Glassman Wealth Services
Virginia
$5K +$2.33K +26 +81%
CWP
559
Concord Wealth Partners
Virginia
$4K
MCM
560
MV Capital Management
Maryland
$4K +$448 +5 +12%
SSC
561
Syverson Strege & Co
Iowa
$4K +$3.49K +39 New
BWM
562
BerganKDV Wealth Management
Minnesota
$3K
ME
563
McIlrath & Eck
Washington
$3K
MCM
564
Manchester Capital Management
Vermont
$3K +$1.43K +16 +133%
RG
565
Retirement Group
California
$2K -$90 -1 -5%
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TFO
567
Tarbox Family Office
California
$2K
CA
568
Clearstead Advisors
Ohio
$2K +$90 +1 +4%
BC
569
Bartlett & Co
Ohio
$2K +$1.88K +21 New
CI Investments Inc
570
CI Investments Inc
Ontario, Canada
$2K +$1.97K +22 New
BWM
571
Baystate Wealth Management
Massachusetts
$2K +$2.42K +27 New
BCWM
572
Bartlett & Co Wealth Management
Ohio
$1.94K +$1.88K +21 New
LSA
573
Leonteq Securities AG
Switzerland
$1.11K
CMBA
574
C.M. Bidwell & Associates
Hawaii
$1K -$90 -1 -6%
EW
575
Evoke Wealth
California
$1K

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.