RJF icon

Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.4M
2
SCA
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
Citadel Advisors
Florida
$44.2M
5
BlackRock
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$2.61M +$4.57K +49 +0.2%
CCMINC
227
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.6M -$11.8K -126 -0.5%
DWA
228
Dorsey Wright & Associates
California
$2.58M +$47.2K +506 +2%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$2.52M -$119K -1,271 -4%
BPFA
230
Barnes Pettey Financial Advisors
Mississippi
$2.5M -$36.9K -396 -1%
RFC
231
Regions Financial Corp
Alabama
$2.47M -$354K -3,790 -13%
BF
232
BOK Financial
Oklahoma
$2.47M -$335K -3,594 -12%
Neuberger Berman Group
233
Neuberger Berman Group
New York
$2.45M -$9.42K -101 -0.4%
UH
234
Unigestion Holding
Switzerland
$2.45M -$2.33M -25,265 -49%
X
235
Xponance
Pennsylvania
$2.42M -$739K -7,921 -23%
CWM
236
CIBC World Markets
New York
$2.37M +$2.37M +25,460 New
GIBU
237
Gulf International Bank (UK)
United Kingdom
$2.37M -$292K -3,133 -11%
AA
238
Ancora Advisors
Ohio
$2.34M -$1.2M -12,828 -34%
CFFP
239
Center for Financial Planning
Michigan
$2.33M +$97.2K +1,042 +4%
AI
240
Atria Investments
North Carolina
$2.18M +$122K +1,313 +6%
GAM
241
Gotham Asset Management
New York
$2.17M +$416K +4,457 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
242
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.14M +$2.14M +22,952 New
CNB
243
Czech National Bank
Czech Republic
$2.13M +$15.8K +169 +0.7%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$2.13M +$652K +6,986 +44%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$2.12M – – –
VPIM
246
Vanguard Personalized Indexing Management
California
$2.1M +$36.2K +388 +2%
GC
247
Gillson Capital
Illinois
$2.09M -$2.64M -28,270 -56%
MML Investors Services
248
MML Investors Services
Massachusetts
$2.05M -$282K -3,028 -12%
SFP
249
Sweet Financial Partners
Minnesota
$2.03M – – –
CS
250
Candriam SCA
Luxembourg
$2.03M -$46.3K -539 -2%
8 9
10
11 12