Raymond James Financial
699 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 212 increasing their positions, 270 reducing their positions, and 55 closing their positions.
91% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 55
8% more capital invested
Capital invested by funds: $16.1B → $17.3B (+$1.23B)
5% more funds holding
Funds holding: 665 → 699 (+34)
0.44% more ownership
Funds ownership: 75.52% → 75.96% (+0.44%)
8% less call options, than puts
Call options by funds: $64.1M | Put options by funds: $69.3M
21% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 270
26% less funds holding in top 10
Funds holding in top 10: 19 → 14 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$362M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$186M |
| 3 |
JP Morgan Chase
New York
|
+$93.9M |
| 4 |
Morgan Stanley
New York
|
+$66.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$57.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
-$141M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$107M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$89.8M |
| 4 |
BlackRock
New York
|
-$65.5M |
| 5 |
Primecap Management
Pasadena,
California
|
-$53.8M |
RJF Hedge Fund Activity: Q4 2022 in Review
699 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2022, worth a combined $17.3B — up 7.7% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new RJF positions and 55 closed out — a net gain of 50 holders — while 212 added to existing stakes and 270 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $362M. The largest seller was EARNEST Partners, cutting an estimated $141M.
- 699 institutional investors held Raymond James Financial (RJF) as of Q4 2022, up from 665 in Q3 2022.
- Funds reported $17.3B of Raymond James Financial stock for Q4 2022, up 7.7% quarter-over-quarter.
- 105 funds opened new Raymond James Financial positions in Q4 2022 and 55 closed out, a net change of +50 holders.
- The largest Raymond James Financial buyer in Q4 2022 was Fidelity Investments, an estimated $362M added.
- The largest Raymond James Financial seller in Q4 2022 was EARNEST Partners, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2022.