We are live on ! Find out more
RJF icon

Raymond James Financial

485 hedge funds and large institutions have $9.02B invested in Raymond James Financial in 2019 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 170 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $16.1M

47% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more capital invested

Capital invested by funds: $8.17B → $9.02B (+$852M)

3% more funds holding

Funds holding: 473485 (+12)

1.99% more ownership

Funds ownership: 106.97%108.96% (+2%)

7% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 170

Holders
485
Holders Change
+12
Holders Change %
+2.54%
% of All Funds
9.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
66
Increased
158
Reduced
170
Closed
45
Calls
$53.5M
Puts
$16.1M
Net Calls
+$37.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$1.41M +$1.36M +23,616 New
Grantham, Mayo, Van Otterloo & Co (GMO)
202
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.4M +$1.36M +23,513 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$1.4M -$90.2K -1,562 -6%
9WM
204
9258 Wealth Management
Ohio
$1.38M
CWM
205
CIBC World Markets
New York
$1.31M +$45.4K +786 +4%
SO
206
STRS Ohio
Ohio
$1.3M +$383K +6,641 +44%
MERSOM
207
Municipal Employees' Retirement System of Michigan
Michigan
$1.29M +$1.1M +18,975 +731%
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$1.27M +$81.3K +1,408 +7%
DA
209
Duality Advisers
Florida
$1.27M +$1.23M +21,278 New
QIM
210
Quantitative Investment Management
Virginia
$1.26M +$865K +14,991 +246%
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$1.21M -$451K -7,812 -28%
DnB Asset Management
212
DnB Asset Management
Norway
$1.19M -$6.87K -119 -0.6%
SEI Investments
213
SEI Investments
Pennsylvania
$1.18M +$107K +1,854 +10%
II
214
IFM Investors
Australia
$1.18M -$57.8K -1,002 -5%
HighTower Advisors
215
HighTower Advisors
Illinois
$1.18M +$49.2K +852 +5%
Holocene Advisors
216
Holocene Advisors
New York
$1.17M -$15.6M -271,062 -93%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M -$27K -468 -2%
Jane Street
218
Jane Street
New York
$1.17M +$708K +12,261 +169%
AWCI
219
Alpine Woods Capital Investors
New York
$1.16M
B
220
BP
United Kingdom
$1.16M
WPC
221
White Pine Capital
Minnesota
$1.14M -$52K -900 -5%
SFI
222
SPC Financial Inc
Maryland
$1.12M +$165K +2,850 +18%
ECM
223
ETrade Capital Management
Virginia
$1.11M -$13.4K -233 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
224
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.11M -$60.6K -1,050 -5%
AG
225
Advisor Group
Arizona
$1.1M +$54.8K +950 +5%

RJF Hedge Fund Activity: Q4 2019 in Review

485 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2019, worth a combined $9.02B — up 10% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RJF positions and 45 closed out — a net gain of 21 holders — while 158 added to existing stakes and 170 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 485 institutional investors held Raymond James Financial (RJF) as of Q4 2019, up from 473 in Q3 2019.
  • Funds reported $9.02B of Raymond James Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 66 funds opened new Raymond James Financial positions in Q4 2019 and 45 closed out, a net change of +21 holders.
  • The largest Raymond James Financial buyer in Q4 2019 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Raymond James Financial seller in Q4 2019 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2019.