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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
301
Jefferies Financial Group
New York
$1.06M +$1.06M +10,244 New
KeyBank National Association
302
KeyBank National Association
Ohio
$1.06M +$416K +4,008 +64%
Loomis, Sayles & Company
303
Loomis, Sayles & Company
Massachusetts
$1.05M -$9.95M -95,974 -90%
SDWMA
304
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.02M – – –
WWM
305
Western Wealth Management
Colorado
$1.02M +$141K +1,359 +16%
MC
306
Montag & Caldwell
Georgia
$1.01M – – –
EI
307
Ethic Inc
New York
$996K -$160K -1,544 -14%
WMA
308
West Michigan Advisors
Michigan
$991K +$78.6K +757 +9%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$973K +$41.5K +400 +4%
PAM
310
Panagora Asset Management
Massachusetts
$973K – – –
MNBTD
311
Moody National Bank Trust Division
Texas
$949K +$60.4K +582 +7%
GFP
312
Gryphon Financial Partners
Ohio
$948K -$6.12K -59 -0.6%
CRC
313
Curi RMB Capital
Illinois
$945K +$830 +8 +0.1%
CAN
314
Cetera Advisor Networks
California
$944K -$108K -1,043 -10%
FCI
315
Financial Counselors Inc
Kansas
$930K – – –
CCM
316
Chiron Capital Management
Florida
$918K – – –
SG Americas Securities
317
SG Americas Securities
New York
$914K +$914K +8,812 New
MOS
318
MGO One Seven
Ohio
$907K -$39.4K -380 -4%
QCM
319
Quantinno Capital Management
New York
$902K +$162K +1,562 +22%
CPC
320
Consolidated Planning Corp
Georgia
$896K +$2.28K +22 +0.3%
CAM
321
Cresset Asset Management
Illinois
$873K +$873K +8,384 New
MLICM
322
Metropolitan Life Insurance Company (MetLife)
New York
$862K -$37.2K -358 -4%
TCOT
323
Trust Company of Toledo
Ohio
$853K -$24.4K -235 -3%
BFS
324
Bradley Foster & Sargent
Connecticut
$847K -$15.6K -150 -2%
TRCT
325
Tower Research Capital (TRC)
New York
$840K -$28.8K -278 -3%
11 12
13
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