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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 %
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$2.08M +$137K +1,067 +7%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$2.06M +$180K +1,400 +10%
AFS
278
Aft Forsyth & Sober
Florida
$2.02M -$103K -800 -5%
Nordea Investment Management
279
Nordea Investment Management
Sweden
$2M +$67.4K +526 +3%
SFI
280
Susquehanna Fundamental Investments
Pennsylvania
$2M +$2M +15,548 New
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M -$99.1K -772 -5%
SO
282
STRS Ohio
Ohio
$1.96M +$363K +2,830 +23%
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$467K -3,638 -19%
9WM
284
9258 Wealth Management
Ohio
$1.93M – – –
ELI
285
Empire Life Investments
Ontario, Canada
$1.9M – – –
FC
286
FORA Capital
Florida
$1.9M +$462K +3,600 +32%
TWM
287
TriaGen Wealth Management
California
$1.88M -$1.89M -14,688 -50%
HNWAG
288
High Net Worth Advisory Group
Florida
$1.88M – – –
CAN
289
Cetera Advisor Networks
California
$1.87M +$740K +5,763 +65%
AWM
290
Apollon Wealth Management
South Carolina
$1.85M +$355K +2,764 +24%
KRS
291
Kentucky Retirement Systems
Kentucky
$1.83M -$96.2K -749 -5%
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$1.83M – – –
DIP
293
Davis Investment Partners
North Carolina
$1.8M – – –
WPC
294
White Pine Capital
Minnesota
$1.8M +$17.2K +141 +1%
QCM
295
Quantinno Capital Management
New York
$1.77M +$179K +1,392 +11%
M&T Bank
296
M&T Bank
New York
$1.76M -$102K -798 -6%
HWA
297
Heritage Wealth Advisors
Virginia
$1.75M – – –
SP
298
Stablepoint Partners
Massachusetts
$1.73M +$125K +973 +8%
Osaic Holdings
299
Osaic Holdings
Arizona
$1.71M -$3.33M -25,949 -66%
Nomura Holdings
300
Nomura Holdings
Japan
$1.69M +$1.21M +9,419 +250%
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