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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
PFGIA
626
Patriot Financial Group Insurance Agency
Massachusetts
$2K
RG
627
Retirement Group
California
$2K
TFO
628
Tarbox Family Office
California
$2K
NFSG
629
Newbridge Financial Services Group
Florida
$2K +$1.48K +15 New
TFM
630
TFC Financial Management
Massachusetts
$1K
S
631
Surevest
California
$1K +$692 +7 New
CAL
632
Capital Advisors Ltd
Ohio
$1K +$791 +8 New
WA
633
WestEnd Advisors
North Carolina
$200 +$198 +2 New
CP
634
Castleview Partners
Texas
$152 +$1.51M +15,260 New
BBHC
635
Brown Brothers Harriman & Co
New York
$2
CVA
636
Ceredex Value Advisors
Florida
-$76.7M -829,050 Closed
ACI
637
AMP Capital Investors
Australia
-$8.05M -87,109 Closed
MGIM
638
M&G Investment Management
United Kingdom
-$7.98K -86,755 Closed
IG
639
Inherent Group
New York
-$6.96M -75,450 Closed
Voloridge Investment Management
640
Voloridge Investment Management
Florida
-$2.66M -28,835 Closed
Simplex Trading
641
Simplex Trading
Illinois
-$1.12M -11,374 Closed
ESCM
642
Echo Street Capital Management
New York
-$847K -9,184 Closed
AIM
643
Achmea Investment Management
Netherlands
-$770K -8,335 Closed
Two Sigma Advisers
644
Two Sigma Advisers
New York
-$701K -7,600 Closed
PAMP
645
Polar Asset Management Partners
Ontario, Canada
-$574K -6,223 Closed
Wolverine Trading
646
Wolverine Trading
Illinois
-$535K -5,416 Closed
AIM
647
Aigen Investment Management
New York
-$417K -4,523 Closed
DTL
648
Dynamic Technology Lab
Singapore
-$303K -3,285 Closed
SW
649
SVB Wealth
Massachusetts
-$274K -2,971 Closed
NICM
650
Neo Ivy Capital Management
New York
-$200K -2,900 Closed

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.