We are live on ! Find out more
RJF icon

Raymond James Financial

499 hedge funds and large institutions have $8.38B invested in Raymond James Financial in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

5% more capital invested

Capital invested by funds: $8.02B → $8.38B (+$361M)

0.01% more ownership

Funds ownership: 106.08%106.08% (+0.01%)

0% more funds holding

Funds holding: 499499 (0)

10% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 184

15% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $38.5M

Holders
499
Holders Change
Holders Change %
0%
% of All Funds
10.84%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
57
Increased
165
Reduced
184
Closed
50
Calls
$32.6M
Puts
$38.5M
Net Calls
-$5.89M
Net Calls Change
+$194K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$3.7M +64,921 +0.3%
BlackRock
2
BlackRock
New York
$704M -$3.44M -60,438 -0.5%
State Street
3
State Street
Massachusetts
$471M -$3.51M -61,593 -0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$402M +$106M +1,859,957 +35%
Wells Fargo
5
Wells Fargo
California
$241M -$59.6M -1,045,369 -20%
JP Morgan Chase
6
JP Morgan Chase
New York
$209M +$5.98M +104,902 +3%
BWA
7
Brave Warrior Advisors
New York
$206M -$2.28M -40,058 -1%
Primecap Management
8
Primecap Management
California
$183M +$10.2M +179,100 +6%
Boston Partners
9
Boston Partners
Massachusetts
$156M -$30.7M -539,439 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$156M +$8.76M +153,654 +6%
EARNEST Partners
11
EARNEST Partners
Georgia
$155M +$1.54M +27,105 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$151M +$15M +262,632 +11%
Northern Trust
13
Northern Trust
Illinois
$126M +$2.12M +37,141 +2%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$125M +$16.7M +293,364 +15%
Fisher Asset Management
15
Fisher Asset Management
Washington
$115M +$480K +8,417 +0.4%
Ameriprise
16
Ameriprise
Minnesota
$114M -$44.3M -776,821 -28%
HA
17
Harfst & Associates
Wyoming
$104M
Millennium Management
18
Millennium Management
New York
$104M -$34.3M -602,363 -25%
QCM
19
Quest Capital Management
Texas
$104M -$1.8M -31,605 -2%
N
20
Nuveen
North Carolina
$97M +$53.3M +934,983 +119%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$95.6M -$58.6M -1,028,013 -38%
Bank of America
22
Bank of America
North Carolina
$93.2M +$76.8K +1,348 +0.1%
MWA
23
Marshall Wace Asia
Hong Kong
$85.6M +$86.6M +1,519,070 New
CAM
24
Congress Asset Management
Massachusetts
$83.3M -$1.89M -33,110 -2%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$81.7M +$1.33M +23,314 +2%

RJF Hedge Fund Activity: Q2 2019 in Review

499 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2019, worth a combined $8.38B — up 4.5% from $8.02B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RJF positions and 50 closed out — a net gain of 7 holders — while 165 added to existing stakes and 184 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $106M. The largest seller was Frontier Capital Management, cutting an estimated $93.8M.

  • 499 institutional investors held Raymond James Financial (RJF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $8.38B of Raymond James Financial stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 57 funds opened new Raymond James Financial positions in Q2 2019 and 50 closed out, a net change of +7 holders.
  • The largest Raymond James Financial buyer in Q2 2019 was Wellington Management Group, an estimated $106M added.
  • The largest Raymond James Financial seller in Q2 2019 was Frontier Capital Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q2 2019.