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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$173M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.5M
3
Bank of America
Bank of America
North Carolina
+$63.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$55M
5
Franklin Resources
Franklin Resources
California
+$53.5M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$213M
3
BlackRock
BlackRock
New York
-$148M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
World Investment Advisors
California
$3.39M +$3.39M +26,359 New
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$3.36M +$122K +953 +4%
SSA
228
Schonfeld Strategic Advisors
New York
$3.32M +$1.61M +12,527 +94%
RFC
229
Regions Financial Corp
Alabama
$3.19M -$42.8K -333 -1%
NA
230
NewEdge Advisors
Louisiana
$3.19M +$318K +2,474 +11%
GT
231
Glenmede Trust
Pennsylvania
$3.18M +$2.34M +18,257 +280%
YCM
232
Yousif Capital Management
Michigan
$3.17M -$129K -1,007 -4%
DIA
233
Dean Investment Associates
Ohio
$3.14M +$24K +187 +0.8%
MML Investors Services
234
MML Investors Services
Massachusetts
$3.11M -$19.8K -154 -0.6%
CFFP
235
Center for Financial Planning
Michigan
$3.11M +$59.7K +465 +2%
Mariner
236
Mariner
Kansas
$3.09M +$3.34K +26 +0.1%
Bank of Nova Scotia
237
Bank of Nova Scotia
Ontario, Canada
$3.07M +$12.3K +96 +0.4%
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$3.06M +$123K +959 +4%
WFA
239
Wellspring Financial Advisors
Ohio
$3.02M +$1.25M +9,750 +71%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$2.96M +$29.5K +230 +1%
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
$2.96M +$2.15M +16,774 +269%
AssetMark Inc
242
AssetMark Inc
California
$2.94M +$264K +2,054 +10%
NAM
243
Nissay Asset Management
Japan
$2.89M +$67K +522 +2%
TBA
244
Tower Bridge Advisors
Pennsylvania
$2.85M -$1.63M -12,675 -36%
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
$2.83M +$272K +2,616 +11%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$2.78M +$2.78M +21,664 New
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$2.78M +$2.34M +18,215 +529%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$2.75M -$168K -1,311 -6%
GFS
249
GYL Financial Synergies
Connecticut
$2.75M +$15.9K +124 +0.6%
KWM
250
Kaydan Wealth Management
Michigan
$2.74M – – –
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