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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
DWM
176
Doyle Wealth Management
Florida
$2.05M +$32.1K +590 +2%
PP
177
Paloma Partners
Connecticut
$2.03M +$1.45M +26,603 +260%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.01M +$646K +11,892 +48%
RWM
179
RBA Wealth Management
California
$1.97M -$481K -8,847 -20%
URS
180
Utah Retirement Systems
Utah
$1.94M -$24.4K -450 -1%
LPL Financial
181
LPL Financial
California
$1.93M +$67.3K +1,238 +4%
TPSF
182
Texas Permanent School Fund
Texas
$1.9M -$110K -2,027 -6%
PFMOSF
183
Philadelphia Financial Management of San Francisco
California
$1.9M -$10.7M -197,702 -85%
MOACM
184
Mutual of America Capital Management
New York
$1.89M -$32.2K -593 -2%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$1.86M +$339K +6,234 +23%
CAM
186
Cozad Asset Management
Illinois
$1.86M +$50.9K +937 +3%
Nomura Asset Management
187
Nomura Asset Management
Japan
$1.83M +$124K +2,278 +7%
ERSOT
188
Employees Retirement System of Texas
Texas
$1.76M +$844K +15,537 +94%
CS
189
Candriam SCA
Luxembourg
$1.69M -$1.33M -24,527 -44%
CCMINC
190
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.68M +$1.63K +30 +0.1%
MLICM
191
Metropolitan Life Insurance Company (MetLife)
New York
$1.66M -$63.1K -1,162 -4%
BCMO
192
Buckingham Capital Management (Ohio)
Ohio
$1.61M -$80.3K -1,478 -5%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$1.59M +$39.7K +730 +3%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$1.59M – – –
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$1.58M +$243K +4,482 +19%
RFC
196
Regions Financial Corp
Alabama
$1.57M -$113K -2,088 -7%
SAM
197
Shell Asset Management
Netherlands
$1.57M -$8.04K -148 -0.5%
Rafferty Asset Management
198
Rafferty Asset Management
New York
$1.55M -$259K -4,764 -14%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$1.54M -$458K -8,437 -23%
AB
200
Amalgamated Bank
New York
$1.53M +$64.2K +1,181 +4%
6 7
8
9 10

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.