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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
SOMRS
176
State of Michigan Retirement System
Michigan
$4.3M +$40.3K +450 +1%
SFI
177
Siemens Fonds Invest
Germany
$4.21M +$126K +1,404 +3%
ProShare Advisors
178
ProShare Advisors
Maryland
$4.19M +$182K +2,032 +5%
TBA
179
Tower Bridge Advisors
Pennsylvania
$4.19M +$33.3K +372 +0.8%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$4.13M -$872K -9,739 -18%
BFA
181
Bragg Financial Advisors
North Carolina
$4.05M +$496K +5,532 +14%
SLAM
182
Swiss Life Asset Management
$4.04M -$2.69M -30,071 -41%
CWM
183
Cahaba Wealth Management
Georgia
$3.94M
E
184
Ergoteles
New York
$3.91M +$3.8M +42,373 New
MIM
185
MetLife Investment Management
New Jersey
$3.86M -$63K -703 -2%
GC
186
Guggenheim Capital
Illinois
$3.84M +$98.4K +1,098 +3%
UIM
187
USS Investment Management
United Kingdom
$3.79M +$3.68M +41,058 New
BCM
188
Buckhead Capital Management
Georgia
$3.78M -$893K -9,966 -20%
LPL Financial
189
LPL Financial
California
$3.78M +$304K +3,394 +9%
Nomura Asset Management
190
Nomura Asset Management
Japan
$3.73M -$148K -1,657 -4%
USCWA
191
U.S. Capital Wealth Advisors
Texas
$3.71M +$3.61M +40,252 New
Westfield Capital Management
192
Westfield Capital Management
Massachusetts
$3.7M
SO
193
STRS Ohio
Ohio
$3.7M -$519K -5,790 -13%
CWP
194
Capital Wealth Planning
Florida
$3.6M -$672K -7,500 -16%
CS
195
Candriam SCA
Luxembourg
$3.54M -$189K -2,111 -5%
JMPWA
196
JP Morgan Private Wealth Advisors
California
$3.5M +$152K +1,692 +5%
Creative Planning
197
Creative Planning
Kansas
$3.34M -$27.9K -311 -0.9%
NEPPG
198
New England Professional Planning Group
Rhode Island
$3.34M +$8.06K +90 +0.3%
RFC
199
Regions Financial Corp
Alabama
$3.3M +$87.7K +979 +3%
NIPH
200
NN Investment Partners Holdings
Netherlands
$3.29M +$73.1K +816 +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.