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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
MA
576
MUFG Americas
New York
$20K -$99 -1 -0.5%
C
577
Covestor
United Kingdom
$18K +$17.7K +179 New
CFB
578
Cullen/Frost Bankers
Texas
$17K -$75K -759 -82%
VNA
579
Valley National Advisers
Pennsylvania
$17K
AF
580
Allworth Financial
California
$17K +$10.4K +105 +175%
GWS
581
Glassman Wealth Services
Virginia
$17K +$11.1K +112 +193%
FCT
582
First Community Trust
Iowa
$16.4K +$16.1K +163 New
HI
583
Harbour Investments
Wisconsin
$16K -$14.2K -144 -47%
LWA
584
Lenox Wealth Advisors
New York
$15K
Manulife (Manufacturers Life Insurance)
585
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.6K -$3.67M -37,081 -20%
Jones Financial Companies
586
Jones Financial Companies
Missouri
$13K -$99 -1 -0.8%
PWMG
587
Prestige Wealth Management Group
New Jersey
$11K
TWA
588
TCI Wealth Advisors
Arizona
$11K
A
589
AustralianSuper
Australia
$10.9K -$338K -3,421 -3%
VCM
590
Vigilant Capital Management
Maine
$10K -$1.58K -16 -14%
BIA
591
Bell Investment Advisors
California
$10K
ACM
592
Aquatic Capital Management
Illinois
$10K +$9.88K +100 New
ZB
593
Zions Bancorporation
Utah
$9K -$805K -8,147 -99%
HCP
594
Hexagon Capital Partners
Arkansas
$9K
TAM
595
Tucker Asset Management
Colorado
$8.18K +$8.01K +81 New
GWMIA
596
Global Wealth Management Investment Advisory
Florida
$8K
JWM
597
Janiczek Wealth Management
Colorado
$8K
CWC
598
Carolinas Wealth Consulting
North Carolina
$8K +$494 +5 +7%
FPS
599
Fieldpoint Private Securities
Connecticut
$8K +$988 +10 +14%
HPC
600
HM Payson & Co
Maine
$7K -$99 -1 -1%

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.