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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
DILIC
201
Dai-ichi Life Insurance Company
Japan
$1.52M – – –
SG Americas Securities
202
SG Americas Securities
New York
$1.51M -$4.36M -80,238 -75%
BUB
203
BBVA USA Bancshares
Texas
$1.5M +$13.1K +242 +0.9%
Skandinaviska Enskilda Banken (SEB)
204
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.49M +$48.9K +900 +3%
MSA
205
Mason Street Advisors
Wisconsin
$1.45M -$33.9K -624 -2%
CCM
206
Community Capital Management
Florida
$1.41M +$510K +9,396 +58%
Citadel Advisors
207
Citadel Advisors
Florida
$1.4M -$6.1M -112,341 -81%
Robeco Institutional Asset Management
208
Robeco Institutional Asset Management
Netherlands
$1.4M -$966K -17,787 -41%
NIPH
209
NN Investment Partners Holdings
Netherlands
$1.38M -$66.7K -1,227 -5%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$1.38M -$21.5K -396 -2%
ACP
211
Aviance Capital Partners
Florida
$1.36M -$75.8K -1,395 -5%
B
212
Barings
North Carolina
$1.36M – – –
9WM
213
9258 Wealth Management
Ohio
$1.28M – – –
RCAMU
214
Rothschild & Co Asset Management US
Connecticut
$1.2M – – –
CWM
215
CIBC World Markets
New York
$1.16M -$643K -11,829 -36%
II
216
IFM Investors
Australia
$1.14M +$282K +5,196 +33%
HF
217
HRT Financial
New York
$1.12M +$1.11M +20,345 New
DnB Asset Management
218
DnB Asset Management
Norway
$1.1M +$108K +1,995 +11%
HIMCH
219
Hartford Investment Management Co (HIMCO)
Connecticut
$1.1M -$42.4K -780 -4%
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$1.1M +$95.5K +1,757 +10%
WPC
221
White Pine Capital
Minnesota
$1.09M -$4.07K -75 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.08M -$1.61M -29,625 -60%
Caisse de Depot et Placement du Quebec (CDPQ)
223
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.08M +$40.7K +750 +4%
AWCI
224
Alpine Woods Capital Investors
New York
$1.07M – – –
B
225
BP
United Kingdom
$1.07M +$1.06M +19,500 New
7 8
9
10 11

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.