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Raymond James Financial
RJF

661 hedge funds and large institutions have $17.2B invested in Raymond James Financial in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 242 increasing their positions, 222 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $64.6M | Put options by funds: $26.5M

62% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 50

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

11% more capital invested

Capital invested by funds: $15.5B → $17.2B (+$1.75B)

4% more funds holding

Funds holding: 637 → 661 (+24)

1.36% more ownership

Funds ownership: 77.25% → 78.61% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 222

Holders
661
Holders Change
+24
Holders Change %
+3.77%
% of All Funds
10.43%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
81
Increased
242
Reduced
222
Closed
50
Calls
$64.6M
Puts
$26.5M
Net Calls
+$38.1M
Net Calls Change
+$2.79M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$266M
2
AII
AGF Investments Inc
Ontario, Canada
+$170M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$164M
4
Primecap Management
Primecap Management
California
+$146M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$154M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$85.5M
3
Millennium Management
Millennium Management
New York
-$54.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$53.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$51.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
601
Gemmer Asset Management
California
$23K – – –
DBG
602
De Burlo Group
Massachusetts
$21.1K +$20.3K +192 New
GWS
603
Glassman Wealth Services
Virginia
$21K +$2.23K +21 +12%
RTC
604
Riverview Trust Company
Washington
$21K +$20.3K +192 New
CFB
605
Cullen/Frost Bankers
Texas
$19K – – –
VNA
606
Valley National Advisers
Pennsylvania
$19K – – –
FCT
607
First Community Trust
Iowa
$18K – – –
LWA
608
Lenox Wealth Advisors
New York
$18K +$1.91K +18 +12%
PGAM
609
Princeton Global Asset Management
New Jersey
$16K +$15.4K +145 New
WOC
610
West Oak Capital
California
$16K +$15.9K +150 New
HIM
611
Hillsdale Investment Management
Ontario, Canada
$15K -$667K -6,300 -98%
MFT
612
Moisand Fitzgerald Tamayo
Florida
$13K -$53.2K -502 -80%
AA
613
Addison Advisors
Vermont
$13K +$5.3K +50 +78%
PWMG
614
Prestige Wealth Management Group
New Jersey
$12K – – –
TWA
615
TCI Wealth Advisors
Arizona
$12K – – –
FPS
616
Fieldpoint Private Securities
Connecticut
$11K +$2.12K +20 +25%
ZB
617
Zions Bancorporation
Utah
$10K – – –
JWA
618
JFS Wealth Advisors
Pennsylvania
$10K +$5.3K +50 +132%
MA
619
MUFG Americas
New York
$9K -$12.4K -117 -60%
HCP
620
Hexagon Capital Partners
Arkansas
$9K – – –
AF
621
Advisornet Financial
Minnesota
$9K +$6.25K +59 +236%
GWMIA
622
Global Wealth Management Investment Advisory
Florida
$8K – – –
HPC
623
HM Payson & Co
Maine
$8K – – –
MCM
624
MV Capital Management
Maryland
$8K +$2.23K +21 +41%
SSG
625
Summit Securities Group
New York
$8K +$8.05K +76 New
23 24
25
26 27

RJF Hedge Fund Activity: Q1 2022 in Review

661 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2022, worth a combined $17.2B — up 11% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new RJF positions and 50 closed out — a net gain of 31 holders — while 242 added to existing stakes and 222 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $266M. The largest seller was BlackRock, cutting an estimated $154M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2022, up from 637 in Q4 2021.
  • Funds reported $17.2B of Raymond James Financial stock for Q1 2022, up 11% quarter-over-quarter.
  • 81 funds opened new Raymond James Financial positions in Q1 2022 and 50 closed out, a net change of +31 holders.
  • The largest Raymond James Financial buyer in Q1 2022 was Wellington Management Group, an estimated $266M added.
  • The largest Raymond James Financial seller in Q1 2022 was BlackRock, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2022.