Raymond James Financial
580 hedge funds and large institutions have $14B invested in Raymond James Financial in 2021 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 200 increasing their positions, 248 reducing their positions, and 41 closing their positions.
231% more call options, than puts
Call options by funds: $67.7M | Put options by funds: $20.4M
54% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 41
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% more capital invested
Capital invested by funds: $13.2B → $14B (+$775M)
3% more funds holding
Funds holding: 564 → 580 (+16)
19% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 248
41.14% less ownership
Funds ownership: 117.42% → 76.28% (-41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
+$86M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
+$40.3M |
| 3 |
PI
PineBridge Investments
New York
|
+$36.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$32.2M |
| 5 |
Goldman Sachs
New York
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$299M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$154M |
| 3 |
BlackRock
New York
|
-$77.6M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$76.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.5M |
RJF Hedge Fund Activity: Q3 2021 in Review
580 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2021, worth a combined $14B — up 5.9% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new RJF positions and 41 closed out — a net gain of 22 holders — while 200 added to existing stakes and 248 trimmed.
The largest buyer was Primecap Management, adding an estimated $86M. The largest seller was Tredje AP-fonden, cutting an estimated $299M.
- 580 institutional investors held Raymond James Financial (RJF) as of Q3 2021, up from 564 in Q2 2021.
- Funds reported $14B of Raymond James Financial stock for Q3 2021, up 5.9% quarter-over-quarter.
- 63 funds opened new Raymond James Financial positions in Q3 2021 and 41 closed out, a net change of +22 holders.
- The largest Raymond James Financial buyer in Q3 2021 was Primecap Management, an estimated $86M added.
- The largest Raymond James Financial seller in Q3 2021 was Tredje AP-fonden, an estimated $299M sold.
Based on aggregated 13F filings for Q3 2021.