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Raymond James Financial

655 hedge funds and large institutions have $14.3B invested in Raymond James Financial in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 240 increasing their positions, 234 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $66.6M

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

3% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 234

1% less funds holding

Funds holding: 661655 (-6)

4.53% less ownership

Funds ownership: 78.61%74.08% (-4.5%)

17% less capital invested

Capital invested by funds: $17.2B → $14.3B (-$2.87B)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

Holders
655
Holders Change
-6
Holders Change %
-0.91%
% of All Funds
11.03%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
73
Increased
240
Reduced
234
Closed
67
Calls
$86.7M
Puts
$66.6M
Net Calls
+$20M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$39.2M +$1.42M +14,526 +3%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$38.9M +$18M +183,303 +73%
Marshall Wace
53
Marshall Wace
United Kingdom
$38.4M -$84.3M -860,594 -67%
AI
54
Advent International
Massachusetts
$33.7M
First Trust Advisors
55
First Trust Advisors
Illinois
$33.2M -$3.72M -37,989 -9%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$32.8M -$2.1M -21,455 -6%
MAM
57
Martingale Asset Management
Massachusetts
$32.6M -$6.74M -68,828 -16%
EVM
58
Eaton Vance Management
Massachusetts
$32.5M +$1.59M +16,219 +5%
Fidelity International
59
Fidelity International
Bermuda
$31.9M -$2.4M -24,476 -6%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$30.9M +$4.94M +50,395 +17%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$30.4M +$5.22M +53,300 +18%
Federated Hermes
62
Federated Hermes
Pennsylvania
$30.3M +$973K +9,934 +3%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.4M -$311K -3,178 -1%
GC
64
Gillson Capital
Illinois
$28.9M +$31.7M +323,422 New
RJA
65
Raymond James & Associates
Florida
$28.8M +$1.07M +10,936 +4%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$28.7M +$1.61M +16,429 +5%
PI
67
Putnam Investments
Massachusetts
$27.4M +$11.1M +113,179 +59%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$27.1M -$866K -8,836 -3%
National Pension Service
69
National Pension Service
South Korea
$27M +$306K +3,126 +1%
DAM
70
Davis Asset Management
California
$26.8M
IR
71
IAT Reinsurance
New York
$26.7M
DDPIC
72
Deroy & Devereaux Private Investment Counsel
Michigan
$25.2M +$611K +6,233 +2%
CS
73
Credit Suisse
Switzerland
$24.8M +$434K +4,432 +2%
PCM
74
Prana Capital Management
Connecticut
$24.5M -$11.4M -116,733 -30%
PI
75
PineBridge Investments
New York
$24.5M -$30.5M -311,701 -53%

RJF Hedge Fund Activity: Q2 2022 in Review

655 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2022, worth a combined $14.3B — down 17% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new RJF positions and 67 closed out — a net gain of 6 holders — while 240 added to existing stakes and 234 trimmed.

The largest buyer was Primecap Management, adding an estimated $191M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $96.3M sold.

  • 655 institutional investors held Raymond James Financial (RJF) as of Q2 2022, down from 661 in Q1 2022.
  • Funds reported $14.3B of Raymond James Financial stock for Q2 2022, down 17% quarter-over-quarter.
  • 73 funds opened new Raymond James Financial positions in Q2 2022 and 67 closed out, a net change of +6 holders.
  • The largest Raymond James Financial buyer in Q2 2022 was Primecap Management, an estimated $191M added.
  • The largest Raymond James Financial seller in Q2 2022 was Tredje AP-fonden, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2022.