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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
X
226
Xponance
Pennsylvania
$3.27M -$70.5K -571 -2%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$3.27M -$158K -1,277 -5%
WIA
228
World Investment Advisors
California
$3.26M +$864 +7 +0%
GIS
229
Graphene Investments SAS
France
$3.2M -$383K -3,100 -11%
Citadel Advisors
230
Citadel Advisors
Florida
$3.16M +$3.15M +25,549 New
FHB
231
First Hawaiian Bank
Hawaii
$3.09M -$469K -3,800 -13%
Mariner
232
Mariner
Kansas
$3.07M +$96.8K +784 +3%
SAM
233
Storebrand Asset Management
Norway
$3.05M
RFC
234
Regions Financial Corp
Alabama
$3.01M -$58.3K -472 -2%
YCM
235
Yousif Capital Management
Michigan
$2.97M -$81.5K -660 -3%
CFFP
236
Center for Financial Planning
Michigan
$2.97M -$22K -178 -0.7%
Los Angeles Capital Management
237
Los Angeles Capital Management
California
$2.95M +$2.94M +23,847 New
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$2.91M +$492K +3,983 +20%
WFA
239
Wellspring Financial Advisors
Ohio
$2.91M +$2.47K +20 +0.1%
HV
240
HST Ventures
Utah
$2.9M +$2.89M +23,436 New
Neuberger Berman Group
241
Neuberger Berman Group
New York
$2.87M +$24.9K +202 +0.9%
Corient Private Wealth
242
Corient Private Wealth
Florida
$2.86M +$429K +3,472 +18%
SA
243
Sanctuary Advisors
Indiana
$2.85M +$2.88M +23,356 New
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$2.84M +$167K +1,357 +6%
NAM
245
Nissay Asset Management
Japan
$2.84M +$60.5K +490 +2%
NA
246
NewEdge Advisors
Louisiana
$2.81M -$255K -2,064 -8%
CCIA
247
Campbell & Co Investment Adviser
Maryland
$2.81M -$530K -4,295 -16%
MML Investors Services
248
MML Investors Services
Massachusetts
$2.77M -$231K -1,875 -8%
GT
249
Glenmede Trust
Pennsylvania
$2.64M -$421K -3,413 -14%
KWM
250
Kaydan Wealth Management
Michigan
$2.64M

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.