We are live on ! Find out more
RJF icon

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
AWM
651
Atticus Wealth Management
Florida
$1K – – –
S
652
Surevest
California
$1K – – –
TFM
653
TFC Financial Management
Massachusetts
$1K – – –
UFF
654
USA Financial Formulas
Michigan
$1K – – –
HH
655
HWG Holdings
Texas
$1K +$810 +8 New
LFG
656
Larson Financial Group
Missouri
$1K +$1.01K +10 New
FFC
657
First Financial Corp
Indiana
$1K +$1.11K +11 New
BCM
658
Bourgeon Capital Management
Connecticut
$1K +$1.22K +12 New
BBHC
659
Brown Brothers Harriman & Co
New York
$1K +$1.32K +13 New
SIC
660
SJS Investment Consulting
Ohio
$1K +$1.92K +19 New
MOS
661
MGO One Seven
Ohio
$816 -$31.7K -313 -4%
WPA
662
West Paces Advisors
Georgia
$593 – – –
PWP
663
Principle Wealth Partners
Connecticut
$220 +$225K +2,225 New
JCM
664
Junto Capital Management
New York
– -$19.5M -217,804 Closed
P2P
665
Phase 2 Partners
California
– -$6.1M -68,223 Closed
PE
666
Point72 Europe
United Kingdom
– -$5.07M -56,694 Closed
BGDI
667
BW Gestao de Investimentos
Brazil
– -$3.58M -40,000 Closed
OQS
668
Occudo Quantitative Strategies
Florida
– -$3.47M -38,860 Closed
ERSOT
669
Employees Retirement System of Texas
Texas
– -$3.13M -35,037 Closed
CM
670
Crestline Management
Texas
– -$3.13M -35,000 Closed
Balyasny Asset Management
671
Balyasny Asset Management
Illinois
– -$2.54M -28,359 Closed
WAM
672
Wakefield Asset Management
Colorado
– -$2.27M -25,349 Closed
GTCM
673
Gyon Technologies Capital Management
New Jersey
– -$1.81M -20,253 Closed
AG
674
AIA Group
Hong Kong
– -$1.55M -17,300 Closed
Simplex Trading
675
Simplex Trading
Illinois
– -$1.63M -16,120 Closed
25 26
27
28 29

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.