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Raymond James Financial
RJF

665 hedge funds and large institutions have $16.1B invested in Raymond James Financial in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 221 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 58

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

12% more capital invested

Capital invested by funds: $14.3B → $16.1B (+$1.76B)

2% more funds holding

Funds holding: 655 → 665 (+10)

1.44% more ownership

Funds ownership: 74.08% → 75.52% (+1.4%)

7% less call options, than puts

Call options by funds: $67.1M | Put options by funds: $71.7M

9% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 242

Holders
665
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
11.46%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
74
Increased
221
Reduced
242
Closed
58
Calls
$67.1M
Puts
$71.7M
Net Calls
-$4.67M
Net Calls Change
-$24.7M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
2
JP Morgan Chase
JP Morgan Chase
New York
+$202M
3
American Century Companies
American Century Companies
Missouri
+$29.8M
4
AII
AGF Investments Inc
Ontario, Canada
+$23.9M
5
PAM
Panagora Asset Management
Massachusetts
+$23M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$204M
2
BlackRock
BlackRock
New York
-$77.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$65.6M
4
Charles Schwab
Charles Schwab
California
-$46.1M
5
Marshall Wace
Marshall Wace
United Kingdom
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
$8K +$7.9K +78 New
CA
627
Clearstead Advisors
Ohio
$8K +$8.4K +83 New
HPC
628
HM Payson & Co
Maine
$7K – – –
SWA
629
SOA Wealth Advisors
New York
$6K -$1.22K -12 -16%
CCM
630
Covington Capital Management
California
$6K – – –
SC
631
Schubert & Co
Texas
$6K +$709 +7 +14%
ACM
632
Absolute Capital Management
Pennsylvania
$6K +$6.18K +61 New
PI
633
PFS Investments
Georgia
$5.39K +$1.38M +13,599 +33%
CWC
634
Carolinas Wealth Consulting
North Carolina
$5K – – –
CCM
635
Copeland Capital Management
Pennsylvania
$5K – – –
QC
636
Quent Capital
New York
$5K +$3.34K +33 +150%
CAL
637
Capital Advisors Ltd
Ohio
$5K +$5.06K +50 New
KFP
638
KB Financial Partners
New Jersey
$4K – – –
BWM
639
BerganKDV Wealth Management
Minnesota
$3K – – –
CA
640
Centerpoint Advisors
Massachusetts
$3K – – –
GAG
641
Goodman Advisory Group
Massachusetts
$3K – – –
MCM
642
Manchester Capital Management
Vermont
$3K – – –
ME
643
McIlrath & Eck
Washington
$3K – – –
DI
644
Disciplined Investments
Oklahoma
$3K +$810 +8 +35%
CMBA
645
C.M. Bidwell & Associates
Hawaii
$2K – – –
JWM
646
Janiczek Wealth Management
Colorado
$2K – – –
NC
647
NewSquare Capital
Pennsylvania
$2K – – –
WWM
648
Wolff Wiese Magana
California
$2K – – –
AWM
649
Abound Wealth Management
Tennessee
$1.49K +$1.52K +15 New
AWM
650
Accel Wealth Management
Iowa
$1K – – –
24 25
26
27 28

RJF Hedge Fund Activity: Q3 2022 in Review

665 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2022, worth a combined $16.1B — up 12% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new RJF positions and 58 closed out — a net gain of 16 holders — while 221 added to existing stakes and 242 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $406M. The largest seller was T. Rowe Price Associates, cutting an estimated $204M.

  • 665 institutional investors held Raymond James Financial (RJF) as of Q3 2022, up from 655 in Q2 2022.
  • Funds reported $16.1B of Raymond James Financial stock for Q3 2022, up 12% quarter-over-quarter.
  • 74 funds opened new Raymond James Financial positions in Q3 2022 and 58 closed out, a net change of +16 holders.
  • The largest Raymond James Financial buyer in Q3 2022 was Wellington Management Group, an estimated $406M added.
  • The largest Raymond James Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2022.