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Raymond James Financial

563 hedge funds and large institutions have $13.2B invested in Raymond James Financial in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 177 increasing their positions, 213 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $81M | Put options by funds: $24.5M

39% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 44

7% more capital invested

Capital invested by funds: $12.3B → $13.2B (+$862M)

2.93% more ownership

Funds ownership: 114.49%117.42% (+2.9%)

2% more funds holding

Funds holding: 551563 (+12)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

17% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 213

Holders
563
Holders Change
+12
Holders Change %
+2.18%
% of All Funds
9.8%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
61
Increased
177
Reduced
213
Closed
44
Calls
$81M
Puts
$24.5M
Net Calls
+$56.5M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B +$10.1M +115,675 +0.6%
BlackRock
2
BlackRock
New York
$1.7B +$22.5M +258,889 +1%
Primecap Management
3
Primecap Management
California
$782M +$71.4M +820,245 +10%
State Street
4
State Street
Massachusetts
$732M +$13M +149,121 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$482M -$89.3M -1,025,893 -16%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$447M -$22.4M -256,859 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$367M -$13.9M -159,986 -4%
JP Morgan Chase
8
JP Morgan Chase
New York
$295M -$21M -241,725 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$289M +$18.5M +212,019 +7%
EARNEST Partners
10
EARNEST Partners
Georgia
$283M +$2.95M +33,906 +1%
Bank of America
11
Bank of America
North Carolina
$216M +$8.62M +98,990 +4%
BWA
12
Brave Warrior Advisors
New York
$211M -$54.6M -626,866 -20%
Invesco
13
Invesco
Georgia
$200M +$23.3M +267,687 +13%
Northern Trust
14
Northern Trust
Illinois
$190M -$2.15M -24,655 -1%
APG Asset Management
15
APG Asset Management
Netherlands
$168M -$10.2M -117,363 -5%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$156M +$3.19M +36,693 +2%
Norges Bank
17
Norges Bank
Norway
$153M -$2.76M -31,643 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$145M +$8.9M +102,248 +6%
QCM
19
Quest Capital Management
Texas
$142M -$2.86M -32,896 -2%
CAM
20
Congress Asset Management
Massachusetts
$136M -$4.12M -47,285 -3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$128M -$2.45M -28,089 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$127M -$1.68M -19,270 -1%
Prudential Financial
23
Prudential Financial
New Jersey
$118M +$42M +482,497 +55%
Charles Schwab
24
Charles Schwab
California
$107M +$2.05M +23,583 +2%
Fisher Asset Management
25
Fisher Asset Management
Washington
$102M -$5.54M -63,650 -5%

RJF Hedge Fund Activity: Q2 2021 in Review

563 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2021, worth a combined $13.2B — up 7% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new RJF positions and 44 closed out — a net gain of 17 holders — while 177 added to existing stakes and 213 trimmed.

The largest buyer was Tredje AP-fonden, adding an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.3M.

  • 563 institutional investors held Raymond James Financial (RJF) as of Q2 2021, up from 551 in Q1 2021.
  • Funds reported $13.2B of Raymond James Financial stock for Q2 2021, up 7% quarter-over-quarter.
  • 61 funds opened new Raymond James Financial positions in Q2 2021 and 44 closed out, a net change of +17 holders.
  • The largest Raymond James Financial buyer in Q2 2021 was Tredje AP-fonden, an estimated $217M added.
  • The largest Raymond James Financial seller in Q2 2021 was T. Rowe Price Associates, an estimated $89.3M sold.

Based on aggregated 13F filings for Q2 2021.