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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
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$6.65M +$710K +7,931 +12%
LG
152
Leuthold Group
Minnesota
$6.53M +$16.8K +188 +0.3%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$6.39M +$251K +2,804 +4%
Nordea Investment Management
154
Nordea Investment Management
Sweden
$6.22M +$24K +268 +0.4%
OAM
155
Oppenheimer Asset Management
New York
$6.1M -$31K -346 -0.5%
Janus Henderson Group
156
Janus Henderson Group
United Kingdom
$6.05M -$2.73M -30,485 -32%
Bank of Nova Scotia
157
Bank of Nova Scotia
Ontario, Canada
$5.95M -$17.7M -198,092 -75%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$5.87M -$314K -3,511 -5%
AB
159
Amalgamated Bank
New York
$5.85M -$170K -1,897 -3%
PL
160
Parkwood LLC
Ohio
$5.74M -$1.26M -14,067 -18%
CB
161
Commerce Bank
Missouri
$5.58M -$122K -1,364 -2%
SFI
162
Susquehanna Fundamental Investments
Pennsylvania
$5.37M +$107K +1,189 +2%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$5.3M -$66.8K -746 -1%
CAMG
164
CWA Asset Management Group
Florida
$5.16M +$5.01M +55,945 New
AIG
165
American International Group
New York
$5.11M -$61.1K -682 -1%
Royal London Asset Management
166
Royal London Asset Management
United Kingdom
$5.1M -$234K -2,617 -5%
UH
167
Unigestion Holding
Switzerland
$4.97M -$1.89M -21,082 -28%
SGCIA
168
Smith Graham & Co Investment Advisors
Texas
$4.93M -$528K -5,889 -10%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$4.86M -$150K -1,679 -3%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$4.81M -$87K -971 -2%
ASRS
171
Arizona State Retirement System
Arizona
$4.8M -$43.4K -485 -0.9%
MCM
172
Maltese Capital Management
New York
$4.79M +$1.96M +21,900 +73%
CWM
173
CIBC World Markets
New York
$4.51M +$197K +2,198 +5%
CIBC Asset Management
174
CIBC Asset Management
Ontario, Canada
$4.5M +$2.88M +32,141 +193%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$4.49M +$175K +1,949 +4%

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.