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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
LC
601
Lindbrook Capital
California
$7K
AWA
602
Amplius Wealth Advisors
Pennsylvania
$7K +$7.02K +71 New
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$6K -$99 -1 -2%
CWP
604
Concord Wealth Partners
Virginia
$6K +$1.98K +20 +44%
AA
605
Addison Advisors
Vermont
$6K +$5.14K +52 +433%
BFC
606
Bedel Financial Consulting
Indiana
$6K +$5.63K +57 New
SFM
607
Signet Financial Management
New Jersey
$6K +$6.13K +62 New
CCM
608
Copeland Capital Management
Pennsylvania
$5K
SSB
609
Sandy Spring Bank
Maryland
$5K
MCM
610
MV Capital Management
Maryland
$5K +$494 +5 +11%
CWM
611
Curi Wealth Management
North Carolina
$5K +$5.04K +51 New
PMFA
612
Plante Moran Financial Advisors
Michigan
$5K +$5.14K +52 New
KFP
613
KB Financial Partners
New Jersey
$4K +$3.56K +36 New
JWA
614
JFS Wealth Advisors
Pennsylvania
$4K +$3.76K +38 New
AFG
615
Albion Financial Group
Utah
$4K +$3.95K +40 New
FAG
616
Fortitude Advisory Group
Washington
$4K +$4.15K +42 New
SCA
617
Snowden Capital Advisors
New York
$3K -$247K -2,494 -99%
BWM
618
Baystate Wealth Management
Massachusetts
$3K
BWM
619
BerganKDV Wealth Management
Minnesota
$3K
MCM
620
Manchester Capital Management
Vermont
$3K
ME
621
McIlrath & Eck
Washington
$3K
AF
622
Advisornet Financial
Minnesota
$3K +$2.47K +25 New
CA
623
Centerpoint Advisors
Massachusetts
$3K +$2.96K +30 New
SC
624
Schubert & Co
Texas
$3K +$2.96K +30 New
CMBA
625
C.M. Bidwell & Associates
Hawaii
$2K

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.