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Raymond James Financial

579 hedge funds and large institutions have $13.9B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $67.7M | Put options by funds: $20.4M

54% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 41

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $13.2B → $13.9B (+$780M)

3% more funds holding

Funds holding: 563579 (+16)

19% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 248

41.14% less ownership

Funds ownership: 117.42%76.28% (-41%)

Holders
579
Holders Change
+16
Holders Change %
+2.84%
% of All Funds
10.14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
63
Increased
200
Reduced
248
Closed
41
Calls
$67.7M
Puts
$20.4M
Net Calls
+$47.3M
Net Calls Change
-$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Pinnacle Associates
New York
$25.8M -$919K -10,257 -4%
RJA
77
Raymond James & Associates
Florida
$25.7M -$405K -4,523 -2%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$25.7M -$566K -6,322 -2%
UBS Group
79
UBS Group
Switzerland
$25M -$3.7M -41,340 -13%
Robeco Institutional Asset Management
80
Robeco Institutional Asset Management
Netherlands
$24.9M -$432K -4,819 -2%
AllianceBernstein
81
AllianceBernstein
Tennessee
$24.7M -$1.14M -12,706 -5%
CS
82
Credit Suisse
Switzerland
$23.4M -$168K -1,881 -0.7%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$23.1M -$4.01M -44,805 -15%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$22.6M +$515K +5,747 +2%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$21.4M -$1.29M -14,392 -6%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$21.3M -$527K -5,886 -2%
Loomis, Sayles & Company
87
Loomis, Sayles & Company
Massachusetts
$21.2M -$143K -1,591 -0.7%
PI
88
Putnam Investments
Massachusetts
$20.8M -$133K -1,481 -0.7%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$20.7M -$4.04M -45,125 -17%
PAM
90
Panagora Asset Management
Massachusetts
$20.3M +$18M +201,170 +1,043%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$19.2M +$3.25M +36,260 +21%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$19.1M -$347K -3,871 -2%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$19.1M +$2.58M +28,803 +16%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$17.7M -$882K -9,845 -5%
GT
95
Glenmede Trust
Pennsylvania
$17.5M -$2.45M -27,350 -13%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$17.3M -$260K -2,900 -2%
EVM
97
Eaton Vance Management
Massachusetts
$17.2M -$27.9M -311,262 -62%
Ameriprise
98
Ameriprise
Minnesota
$17.1M +$224K +2,504 +1%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$16.8M +$1.56M +17,466 +11%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.8M +$392K +4,381 +2%

RJF Hedge Fund Activity: Q3 2021 in Review

579 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $13.9B — up 5.9% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.

The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.

  • 579 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 563 in Q2 2021.
  • Funds reported $13.9B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
  • The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.

Based on aggregated 13F filings for Q3 2021.