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Raymond James Financial

474 hedge funds and large institutions have $7.26B invested in Raymond James Financial in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 146 increasing their positions, 193 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $13.1M

3% more capital invested

Capital invested by funds: $7.08B → $7.26B (+$180M)

2% less funds holding

Funds holding: 485474 (-11)

3.43% less ownership

Funds ownership: 117.28%113.85% (-3.4%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

24% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 193

Holders
474
Holders Change
-11
Holders Change %
-2.27%
% of All Funds
9.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
46
Increased
146
Reduced
193
Closed
54
Calls
$42.1M
Puts
$13.1M
Net Calls
+$29M
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.05B +$1.64M +33,885 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$931M -$30.5M -630,591 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$384M +$4.63M +95,585 +1%
State Street
4
State Street
Massachusetts
$371M -$6.14M -126,777 -2%
Primecap Management
5
Primecap Management
California
$304M -$17.4M -358,680 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$279M -$16M -330,022 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$279M -$31.3M -645,648 -10%
Bank of America
8
Bank of America
North Carolina
$236M +$8.55M +176,650 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$203M -$3.87M -79,890 -2%
BWA
10
Brave Warrior Advisors
New York
$153M -$7.31M -151,034 -5%
EARNEST Partners
11
EARNEST Partners
Georgia
$146M +$3.24M +66,962 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$142M +$957K +19,775 +0.7%
Northern Trust
13
Northern Trust
Illinois
$112M -$4.01M -82,746 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$89.9M +$7.14M +147,494 +9%
QCM
15
Quest Capital Management
Texas
$86.8M -$26.2K -542 -0%
Norges Bank
16
Norges Bank
Norway
$83.1M
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$81.4M +$1.14M +23,551 +1%
CAM
18
Congress Asset Management
Massachusetts
$81M +$1.62M +33,378 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$71.8M -$1.16M -23,894 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$70.7M +$7.78M +160,634 +12%
EC
21
Eminence Capital
New York
$68.8M -$14.9M -307,683 -18%
HA
22
Harfst & Associates
Wyoming
$68.5M -$17.4M -359,658 -20%
Fisher Asset Management
23
Fisher Asset Management
Washington
$66.8M -$3.75M -77,412 -5%
Invesco
24
Invesco
Georgia
$58M -$1.73M -35,701 -3%
Charles Schwab
25
Charles Schwab
California
$57.2M -$1.84M -38,019 -3%

RJF Hedge Fund Activity: Q3 2020 in Review

474 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2020, worth a combined $7.26B — up 2.5% from $7.08B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of RJF and 46 opened new positions — a net loss of 8 holders — while 193 trimmed existing stakes and 146 added.

The largest buyer was Arrowstreet Capital, adding an estimated $39M. The largest seller was Ameriprise, cutting an estimated $72.2M.

  • 474 institutional investors held Raymond James Financial (RJF) as of Q3 2020, down from 485 in Q2 2020.
  • Funds reported $7.26B of Raymond James Financial stock for Q3 2020, up 2.5% quarter-over-quarter.
  • 46 funds opened new Raymond James Financial positions in Q3 2020 and 54 closed out, a net change of -8 holders.
  • The largest Raymond James Financial buyer in Q3 2020 was Arrowstreet Capital, an estimated $39M added.
  • The largest Raymond James Financial seller in Q3 2020 was Ameriprise, an estimated $72.2M sold.

Based on aggregated 13F filings for Q3 2020.