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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
RG
651
Retirement Group
California
$2K – – –
TFO
652
Tarbox Family Office
California
$2K – – –
NFSG
653
Newbridge Financial Services Group
Florida
$2K +$212 +2 +13%
QC
654
Quent Capital
New York
$2K +$2.33K +22 New
AF
655
Allworth Financial
California
$1K -$17K -160 -97%
S
656
Surevest
California
$1K – – –
TFM
657
TFC Financial Management
Massachusetts
$1K – – –
CAL
658
Capital Advisors Ltd
Ohio
$1K +$212 +2 +25%
SIC
659
SJS Investment Consulting
Ohio
$1K +$530 +5 New
AWM
660
Atticus Wealth Management
Florida
$1K +$954 +9 New
WPA
661
West Paces Advisors
Georgia
$550 +$530 +5 New
BCPEMI
662
Bain Capital Public Equity Management II
Massachusetts
– -$85.5M -851,391 Closed
Point72 Asset Management
663
Point72 Asset Management
Connecticut
– -$32.3M -321,733 Closed
Renaissance Technologies
664
Renaissance Technologies
New York
– -$28.9M -287,662 Closed
GC
665
Gillson Capital
Illinois
– -$22.4M -223,535 Closed
WG
666
Winton Group
United Kingdom
– -$14.6M -145,804 Closed
Arrowstreet Capital
667
Arrowstreet Capital
Massachusetts
– -$12.9M -128,228 Closed
A
668
AustralianSuper
Australia
– -$10.9K -101,220 Closed
CA
669
Capitolis Advisors
New York
– -$7.96M -79,308 Closed
Tudor Investment Corp
670
Tudor Investment Corp
Connecticut
– -$5.16M -48,670 Closed
CS
671
Candriam SCA
Luxembourg
– -$3.77M -37,530 Closed
E
672
Ergoteles
New York
– -$3.67M -36,598 Closed
Qube Research & Technologies (QRT)
673
Qube Research & Technologies (QRT)
United Kingdom
– -$3.22M -32,080 Closed
CM
674
Crestline Management
Texas
– -$3.01M -30,000 Closed
CP
675
Castleview Partners
Texas
– -$152 -15,260 Closed
25 26
27
28 29

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.