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Raymond James Financial

485 hedge funds and large institutions have $7.08B invested in Raymond James Financial in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 154 increasing their positions, 197 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $17.3M

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $6.5B → $7.08B (+$575M)

6.52% more ownership

Funds ownership: 110.76%117.28% (+6.5%)

5% more funds holding

Funds holding: 462485 (+23)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

22% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 197

Holders
485
Holders Change
+23
Holders Change %
+4.98%
% of All Funds
9.94%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
66
Increased
154
Reduced
197
Closed
38
Calls
$49.5M
Puts
$17.3M
Net Calls
+$32.2M
Net Calls Change
+$556K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$991M +$133M +2,949,030 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$909M -$15.1M -335,184 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$359M +$1.24M +27,633 +0.4%
State Street
4
State Street
Massachusetts
$357M -$969K -21,510 -0.3%
Primecap Management
5
Primecap Management
California
$304M +$2.21M +48,975 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$293M -$22.5M -499,347 -7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$279M -$17.4M -385,649 -6%
Bank of America
8
Bank of America
North Carolina
$216M +$47.9M +1,062,294 +29%
JP Morgan Chase
9
JP Morgan Chase
New York
$197M +$6.3M +139,839 +3%
BWA
10
Brave Warrior Advisors
New York
$151M -$2.14M -47,413 -1%
EARNEST Partners
11
EARNEST Partners
Georgia
$135M +$656K +14,563 +0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$133M -$87.1K -1,934 -0.1%
Northern Trust
13
Northern Trust
Illinois
$110M +$8.87M +196,863 +9%
QCM
14
Quest Capital Management
Texas
$82.1M -$87.5K -1,942 -0.1%
HA
15
Harfst & Associates
Wyoming
$81.3M +$13.5K +300 +0%
Ameriprise
16
Ameriprise
Minnesota
$80.2M +$13.5M +298,791 +21%
EC
17
Eminence Capital
New York
$79.2M -$57.6M -1,278,050 -43%
Norges Bank
18
Norges Bank
Norway
$78.6M +$10.8M +239,346 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$78.3M -$38.2K -849 -0%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$75.9M +$3.04M +67,512 +4%
CAM
21
Congress Asset Management
Massachusetts
$75.1M +$2.92M +64,752 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$69M +$12.7M +281,199 +23%
Fisher Asset Management
23
Fisher Asset Management
Washington
$66.8M -$1.86M -41,193 -3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$63.7M +$3.35M +74,318 +6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$59.5M +$2.6M +57,721 +5%

RJF Hedge Fund Activity: Q2 2020 in Review

485 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2020, worth a combined $7.08B — up 8.8% from $6.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new RJF positions and 38 closed out — a net gain of 28 holders — while 154 added to existing stakes and 197 trimmed.

The largest buyer was Tredje AP-fonden, opening a new position worth an estimated $339M. The largest seller was Boston Partners, exiting entirely with an estimated $82M sold.

  • 485 institutional investors held Raymond James Financial (RJF) as of Q2 2020, up from 462 in Q1 2020.
  • Funds reported $7.08B of Raymond James Financial stock for Q2 2020, up 8.8% quarter-over-quarter.
  • 66 funds opened new Raymond James Financial positions in Q2 2020 and 38 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2020 was Tredje AP-fonden, an estimated $339M added.
  • The largest Raymond James Financial seller in Q2 2020 was Boston Partners, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2020.