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Raymond James Financial

551 hedge funds and large institutions have $12.3B invested in Raymond James Financial in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 178 increasing their positions, 199 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $87.4M | Put options by funds: $14.6M

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

30% more capital invested

Capital invested by funds: $9.44B → $12.3B (+$2.85B)

3% more funds holding

Funds holding: 533551 (+18)

1.71% more ownership

Funds ownership: 112.78%114.49% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

11% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 199

Holders
551
Holders Change
+18
Holders Change %
+3.38%
% of All Funds
9.68%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
79
Increased
178
Reduced
199
Closed
60
Calls
$87.4M
Puts
$14.6M
Net Calls
+$72.8M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.71B +$99.9M +1,340,793 +7%
BlackRock
2
BlackRock
New York
$1.58B -$136M -1,827,651 -9%
State Street
3
State Street
Massachusetts
$678M +$36.4M +488,036 +6%
Primecap Management
4
Primecap Management
California
$670M +$160M +2,153,235 +36%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$539M -$70M -939,264 -12%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$443M -$2.88M -38,650 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$359M -$72.4M -972,036 -18%
JP Morgan Chase
8
JP Morgan Chase
New York
$298M -$36.4M -488,236 -12%
EARNEST Partners
9
EARNEST Partners
Georgia
$264M +$11.7M +157,313 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$255M +$11.2M +150,243 +5%
BWA
11
Brave Warrior Advisors
New York
$251M -$1.68M -22,517 -0.7%
Bank of America
12
Bank of America
North Carolina
$196M -$46.6M -624,942 -21%
Northern Trust
13
Northern Trust
Illinois
$181M -$1.77M -23,690 -1%
APG Asset Management
14
APG Asset Management
Netherlands
$168M +$144M +1,933,098 +400%
Invesco
15
Invesco
Georgia
$167M +$15.4M +206,336 +11%
Norges Bank
16
Norges Bank
Norway
$147M +$3.4M +45,575 +3%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$144M -$5.43M -72,828 -4%
QCM
18
Quest Capital Management
Texas
$137M -$5.55M -74,469 -4%
CAM
19
Congress Asset Management
Massachusetts
$132M -$5.5M -73,738 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$129M -$107K -1,440 -0.1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$123M +$1.78M +23,820 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$121M +$2.83M +37,968 +3%
Fisher Asset Management
23
Fisher Asset Management
Washington
$102M -$7.39M -99,117 -7%
Charles Schwab
24
Charles Schwab
California
$99.3M +$1.92M +25,729 +2%
HA
25
Harfst & Associates
Wyoming
$93.4M -$4.13M -55,425 -5%

RJF Hedge Fund Activity: Q1 2021 in Review

551 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2021, worth a combined $12.3B — up 30% from $9.44B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 60 closed out — a net gain of 19 holders — while 178 added to existing stakes and 199 trimmed.

The largest buyer was Primecap Management, adding an estimated $160M. The largest seller was BlackRock, cutting an estimated $136M.

  • 551 institutional investors held Raymond James Financial (RJF) as of Q1 2021, up from 533 in Q4 2020.
  • Funds reported $12.3B of Raymond James Financial stock for Q1 2021, up 30% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q1 2021 and 60 closed out, a net change of +19 holders.
  • The largest Raymond James Financial buyer in Q1 2021 was Primecap Management, an estimated $160M added.
  • The largest Raymond James Financial seller in Q1 2021 was BlackRock, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2021.