Raymond James Financial
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$406M |
| 2 |
JP Morgan Chase
New York
|
+$202M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$29.8M |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$23.9M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$204M |
| 2 |
BlackRock
New York
|
-$77.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$65.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$46.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$36.6M |
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.