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Raymond James Financial
RJF

727 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 295 increasing their positions, 223 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $30.3M

33% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 54

32% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 223

21% more funds holding in top 10

Funds holding in top 10: 14 → 17 (+3)

13% more capital invested

Capital invested by funds: $17.6B → $19.9B (+$2.37B)

2% more funds holding

Funds holding: 716 → 727 (+11)

1.11% less ownership

Funds ownership: 75.58% → 74.47% (-1.1%)

Holders
727
Holders Change
+11
Holders Change %
+1.54%
% of All Funds
10.47%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
72
Increased
295
Reduced
223
Closed
54
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$157M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$65.7M
3
Bank of America
Bank of America
North Carolina
+$57.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$49.9M
5
Franklin Resources
Franklin Resources
California
+$48.5M

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$193M
3
BlackRock
BlackRock
New York
-$134M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$115M
5
Citadel Advisors
Citadel Advisors
Florida
-$96.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIBU
276
Gulf International Bank (UK)
United Kingdom
$2.14M – – –
AGM
277
Alpine Global Management
New York
$2.13M +$1.94M +16,619 New
DPAM
278
Degroof Petercam Asset Management
Belgium
$2.11M – – –
DCM
279
Dean Capital Management
Kansas
$2.08M – – –
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$2.08M +$124K +1,067 +7%
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$2.06M +$163K +1,400 +10%
AFS
282
Aft Forsyth & Sober
Florida
$2.02M -$93.2K -800 -5%
Nordea Investment Management
283
Nordea Investment Management
Sweden
$2M +$61.3K +526 +3%
SFI
284
Susquehanna Fundamental Investments
Pennsylvania
$2M +$1.81M +15,548 New
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M -$90K -772 -5%
SO
286
STRS Ohio
Ohio
$1.96M +$330K +2,830 +23%
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$424K -3,638 -19%
9WM
288
9258 Wealth Management
Ohio
$1.93M – – –
ELI
289
Empire Life Investments
Ontario, Canada
$1.9M – – –
FC
290
FORA Capital
Florida
$1.9M +$420K +3,600 +32%
TWM
291
TriaGen Wealth Management
California
$1.88M -$1.71M -14,688 -50%
HNWAG
292
High Net Worth Advisory Group
Florida
$1.88M – – –
CAN
293
Cetera Advisor Networks
California
$1.87M +$672K +5,763 +65%
AWM
294
Apollon Wealth Management
South Carolina
$1.85M +$322K +2,764 +24%
KRS
295
Kentucky Retirement Systems
Kentucky
$1.83M -$87.3K -749 -5%
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$1.83M – – –
DIP
297
Davis Investment Partners
North Carolina
$1.8M – – –
WPC
298
White Pine Capital
Minnesota
$1.8M +$16.4K +141 +1%
QCM
299
Quantinno Capital Management
New York
$1.77M +$162K +1,392 +11%
M&T Bank
300
M&T Bank
New York
$1.76M -$93K -798 -6%
10 11
12
13 14

RJF Hedge Fund Activity: Q1 2024 in Review

727 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2024, worth a combined $19.9B — up 13% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new RJF positions and 54 closed out — a net gain of 18 holders — while 295 added to existing stakes and 223 trimmed.

The largest buyer was Truist Financial, adding an estimated $157M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $238M sold.

  • 727 institutional investors held Raymond James Financial (RJF) as of Q1 2024, up from 716 in Q4 2023.
  • Funds reported $19.9B of Raymond James Financial stock for Q1 2024, up 13% quarter-over-quarter.
  • 72 funds opened new Raymond James Financial positions in Q1 2024 and 54 closed out, a net change of +18 holders.
  • The largest Raymond James Financial buyer in Q1 2024 was Truist Financial, an estimated $157M added.
  • The largest Raymond James Financial seller in Q1 2024 was Brave Warrior Advisors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2024.