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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
RMC
551
Resources Management Corp
Connecticut
$47K
SGAM
552
Smith Group Asset Management
Texas
$47K +$3.95K +40 +9%
QCG
553
Quadrant Capital Group
Ohio
$45K +$5.63K +57 +15%
TFP
554
Tilia Fiduciary Partners
North Carolina
$40K +$39.3K +398 New
TC
555
Trust Company
Kansas
$38K
HFM
556
Harvest Fund Management
China
$37K
CFO
557
CVA Family Office
Colorado
$37K +$36.3K +367 New
FQ
558
First Quadrant
California
$37K +$36.8K +372 New
FRA
559
Front Row Advisors
California
$36K -$1.38K -14 -4%
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$34K +$33.3K +337 New
PFBT
562
Parkside Financial Bank & Trust
Missouri
$33K +$12.1K +122 +60%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$32K +$99 +1 +0.3%
WTA
564
Washington Trust Advisors
Massachusetts
$31K +$30.9K +313 New
BCA
565
Bray Capital Advisors
Florida
$30K
OA
566
Operose Advisors
Wisconsin
$30K +$29.7K +300 New
FCA
567
FinTrust Capital Advisors
South Carolina
$29K
SC
568
Steph & Co
Wisconsin
$28K -$99 -1 -0.4%
CTB
569
Country Trust Bank
Illinois
$28K
EW
570
Evoke Wealth
California
$28K +$26.4K +267 +1,780%
FFWM
571
Future Financial Wealth Management
Ohio
$27K +$25.6K +259 New
JGIA
572
Jackson Grant Investment Advisers
Connecticut
$26K
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$25K
LJHT
574
Laurie J. Hall Trustee
$22K
GAM
575
Gemmer Asset Management
California
$21K

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.