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Raymond James Financial
RJF

473 hedge funds and large institutions have $8.17B invested in Raymond James Financial in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 170 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $19.5M

0.89% more ownership

Funds ownership: 106.08% → 106.97% (+0.89%)

3% less capital invested

Capital invested by funds: $8.38B → $8.17B (-$217M)

4% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 177

5% less funds holding

Funds holding: 499 → 473 (-26)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

37% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 62

Holders
473
Holders Change
-26
Holders Change %
-5.21%
% of All Funds
10.37%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
39
Increased
170
Reduced
177
Closed
62
Calls
$42.3M
Puts
$19.5M
Net Calls
+$22.8M
Net Calls Change
+$28.7M

Top Buyers

1
EC
Eminence Capital
New York
+$163M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98.4M
3
BlackRock
BlackRock
New York
+$76.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$79.2M
2
Wells Fargo
Wells Fargo
California
-$74.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$52.2M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$40.9M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$37.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$14.9M -$936K -17,223 -6%
LSV Asset Management
77
LSV Asset Management
Illinois
$14.3M – – –
NC
78
Nicholas Company
Wisconsin
$14.1M – – –
CS
79
Credit Suisse
Switzerland
$14.1M +$2.04M +37,471 +17%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$14M +$8.71M +160,299 +169%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$13.9M +$1.86M +34,156 +16%
FCM
82
Frontier Capital Management
Massachusetts
$13.9M -$981K -18,056 -7%
Deutsche Bank
83
Deutsche Bank
Germany
$13.6M -$10.1M -185,166 -43%
Allianz Asset Management
84
Allianz Asset Management
Germany
$13.5M +$944K +17,369 +8%
Loomis, Sayles & Company
85
Loomis, Sayles & Company
Massachusetts
$13.4M +$5.76K +106 +0%
Citigroup
86
Citigroup
New York
$13.4M +$4.15M +76,410 +46%
IP
87
Interval Partners
New York
$13.4M +$4.9M +90,224 +59%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$12.7M -$149K -2,751 -1%
PCMF
89
Private Capital Management (Florida)
Florida
$12.1M -$240K -4,426 -2%
BC
90
Burney Company
Virginia
$11.9M -$532K -9,786 -4%
NI
91
Nuance Investments
Missouri
$11.7M +$11.5M +212,165 New
Victory Capital Management
92
Victory Capital Management
Texas
$10.9M +$5.43M +100,013 +101%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$10.7M +$1.29M +23,767 +14%
Prudential Financial
94
Prudential Financial
New Jersey
$10.5M -$8.2M -150,918 -44%
SSA
95
South Street Advisors
New York
$10.3M +$88.4K +1,628 +0.9%
AA
96
Ancora Advisors
Ohio
$10.3M +$5.58M +102,705 +122%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$10.2M -$3.37M -62,100 -25%
WBC
98
Westpac Banking Corp
Australia
$9.94M +$9.15M +168,487 +1,359%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.83M -$856K -15,754 -8%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$9.73M +$536K +9,872 +6%
2 3
4
5 6

RJF Hedge Fund Activity: Q3 2019 in Review

473 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2019, worth a combined $8.17B — down 2.6% from $8.38B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of RJF and 39 opened new positions — a net loss of 23 holders — while 177 trimmed existing stakes and 170 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $163M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $79.2M sold.

  • 473 institutional investors held Raymond James Financial (RJF) as of Q3 2019, down from 499 in Q2 2019.
  • Funds reported $8.17B of Raymond James Financial stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 39 funds opened new Raymond James Financial positions in Q3 2019 and 62 closed out, a net change of -23 holders.
  • The largest Raymond James Financial buyer in Q3 2019 was Eminence Capital, an estimated $163M added.
  • The largest Raymond James Financial seller in Q3 2019 was Balyasny Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q3 2019.