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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 %
Teacher Retirement System of Texas
251
Teacher Retirement System of Texas
Texas
$2.01M -$6.78M -72,734 -77%
KWM
252
Kaydan Wealth Management
Michigan
$1.99M – – –
SFM
253
Systematic Financial Management
New Jersey
$1.92M +$17.3K +185 +0.9%
NAM
254
Nissay Asset Management
Japan
$1.92M -$72.3K -775 -4%
NA
255
NewEdge Advisors
Louisiana
$1.9M +$299K +3,211 +19%
Mariner
256
Mariner
Kansas
$1.89M -$84.2K -903 -4%
BCI
257
Brinker Capital Investments
Pennsylvania
$1.87M -$67.8K -727 -3%
OPS
258
Orion Portfolio Solutions
Nebraska
$1.87M +$1.87M +20,072 New
SFI
259
SPC Financial Inc
Maryland
$1.87M -$37.3K -400 -2%
LFAS
260
Level Four Advisory Services
Texas
$1.84M +$1.6M +17,154 +677%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$1.83M -$45.7K -2,926 -2%
CGH
262
Crossmark Global Holdings
Texas
$1.75M -$52.8K -566 -3%
USCWA
263
U.S. Capital Wealth Advisors
Texas
$1.7M -$11.2K -120 -0.7%
DIA
264
Dean Investment Associates
Ohio
$1.7M -$34.8K -373 -2%
SAM
265
Shell Asset Management
Netherlands
$1.69M +$28.5K +305 +2%
BFA
266
Brendel Financial Advisors
New Hampshire
$1.68M +$1.68M +18,012 New
HighTower Advisors
267
HighTower Advisors
Illinois
$1.66M -$17.2K -185 -1%
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$1.66M – – –
SO
269
STRS Ohio
Ohio
$1.64M +$46.9K +503 +3%
GDP
270
Great Diamond Partners
Maine
$1.63M +$969K +10,394 +148%
BCIM
271
British Columbia Investment Management
British Columbia, Canada
$1.61M – – –
PCM
272
Prana Capital Management
Connecticut
$1.54M +$1.54M +16,525 New
MYIA
273
Mount Yale Investment Advisors
Colorado
$1.52M -$118K -1,265 -7%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$1.52M +$218K +2,334 +17%
SAM
275
Securian Asset Management
Minnesota
$1.52M +$5.41K +58 +0.4%
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