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Raymond James Financial
RJF

Overview Fund Activity

651 hedge funds and large institutions have $15.7B invested in Raymond James Financial in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 240 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+13
Holders Change %
+2.04%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
65
Increased
216
Reduced
240
Closed
46
Calls
$69.6M
Puts
$52.5M
Net Calls
+$17.1M
Net Calls Change
+$15M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$85.3M
2
Goldman Sachs
Goldman Sachs
New York
+$31.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.7M
4
Millennium Management
Millennium Management
New York
+$23M
5
WCA
Waratah Capital Advisors
Ontario, Canada
+$22.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$92.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$85.4M
3
BlackRock
BlackRock
New York
-$71.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
301
Western Wealth Management
Colorado
$1.04M +$55.4K +552 +6%
KeyBank National Association
302
KeyBank National Association
Ohio
$1.03M +$4.12K +41 +0.4%
CB
303
Commerce Bank
Missouri
$1.03M -$134K -1,339 -12%
CAM
304
Cresset Asset Management
Illinois
$1.01M +$164K +1,631 +19%
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$992K +$50.2K +500 +5%
GC
306
Guggenheim Capital
Illinois
$989K -$143K -1,425 -13%
MC
307
Montag & Caldwell
Georgia
$985K +$8.94K +89 +0.9%
SDWMA
308
Schneider Downs Wealth Management Advisors
Pennsylvania
$983K – – –
PP
309
Prudential plc
United Kingdom
$977K -$139K -1,384 -12%
QCM
310
Quantinno Capital Management
New York
$951K +$77.9K +776 +9%
PAM
311
Panagora Asset Management
Massachusetts
$942K +$201 +2 +0%
WMA
312
West Michigan Advisors
Michigan
$939K -$20.1K -200 -2%
GFP
313
Gryphon Financial Partners
Ohio
$918K +$402 +4 +0%
CRC
314
Curi RMB Capital
Illinois
$916K +$1.61K +16 +0.2%
CAN
315
Cetera Advisor Networks
California
$914K +$803 +8 +0.1%
KA
316
Klingman & Associates
New York
$909K +$909K +9,055 New
FCI
317
Financial Counselors Inc
Kansas
$900K – – –
O
318
Ossiam
France
$899K +$476K +4,740 +112%
GIA
319
Gladstone Institutional Advisory
Florida
$882K +$882K +8,780 New
XT
320
XTX Topco
Cayman Islands
$876K +$876K +8,720 New
OPOWM
321
One Plus One Wealth Management
Florida
$874K -$181K -1,799 -17%
CPC
322
Consolidated Planning Corp
Georgia
$870K +$2.21K +22 +0.3%
CCM
323
Chiron Capital Management
Florida
$869K -$20.1K -200 -2%
BFS
324
Bradley Foster & Sargent
Connecticut
$847K – – –
MOS
325
MGO One Seven
Ohio
$828K -$49.9K -497 -6%
11 12
13
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