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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
GFS
251
GYL Financial Synergies
Connecticut
$2.63M -$17.8K -144 -0.7%
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$2.62M +$223K +1,809 +9%
Janus Henderson Group
253
Janus Henderson Group
United Kingdom
$2.59M -$738K -5,983 -22%
AW
254
Atlas Wealth
Ohio
$2.56M +$1.28M +10,359 +95%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$2.56M -$86.3K -699 -3%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$2.53M +$27K +219 +1%
EI
257
Ethic Inc
New York
$2.5M +$309K +2,500 +14%
Robeco Institutional Asset Management
258
Robeco Institutional Asset Management
Netherlands
$2.48M +$2.22M +18,027 +883%
Bank of Nova Scotia
259
Bank of Nova Scotia
Ontario, Canada
$2.47M -$477K -3,866 -16%
HighTower Advisors
260
HighTower Advisors
Illinois
$2.42M -$68.1K -552 -3%
TC
261
TownSquare Capital
Utah
$2.42M -$1.62M -13,119 -40%
FTIS
262
First Trust Investment Solutions
Florida
$2.41M -$210K -1,703 -8%
AAS
263
Avantax Advisory Services
Texas
$2.36M +$2.36M +19,089 New
Bessemer Group
264
Bessemer Group
New Jersey
$2.35M -$370 -3 -0%
Mirae Asset Global ETFs Holdings
265
Mirae Asset Global ETFs Holdings
Hong Kong
$2.28M +$2.28M +18,458 New
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$2.21M +$212K +1,721 +11%
GAM
267
Gotham Asset Management
New York
$2.16M +$49.6K +402 +2%
EMPI
268
Elo Mutual Pension Insurance
Finland
$2.14M -$108K -878 -5%
FC
269
FORA Capital
Florida
$2.13M +$304K +2,461 +17%
CGH
270
Crossmark Global Holdings
Texas
$2.13M -$11.8K -96 -0.6%
MOS
271
MGO One Seven
Ohio
$2.1M +$615K +4,982 +41%
GIBU
272
Gulf International Bank (UK)
United Kingdom
$2.06M
Cerity Partners
273
Cerity Partners
New York
$2.05M -$197K -1,596 -9%
QCM
274
Quantinno Capital Management
New York
$2.05M +$343K +2,782 +20%
UM
275
UniSuper Management
Australia
$2.02M +$768K +6,219 +61%

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.