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Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
301
Park Avenue Securities
New York
$1.34M +$8.25K +74 +0.6%
SAM
302
Securian Asset Management
Minnesota
$1.32M -$187K -1,677 -12%
CS
303
Candriam SCA
Luxembourg
$1.31M -$111K -993 -8%
AWM
304
Apollon Wealth Management
South Carolina
$1.3M +$499K +4,472 +62%
EP
305
Edgestream Partners
New Jersey
$1.3M +$1.3M +11,648 New
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$1.27M -$22.3K -200 -2%
UCFA
307
United Capital Financial Advisors
Texas
$1.26M +$417K +3,744 +50%
FC
308
FORA Capital
Florida
$1.25M +$1.25M +11,211 New
AIM
309
Allen Investment Management
New York
$1.24M – – –
OFG
310
Oxford Financial Group
Indiana
$1.24M – – –
Luther King Capital Management (LKCM)
311
Luther King Capital Management (LKCM)
Texas
$1.23M -$351K -3,149 -22%
Teacher Retirement System of Texas
312
Teacher Retirement System of Texas
Texas
$1.22M -$527K -4,732 -30%
OC
313
Oarsman Capital
Wisconsin
$1.2M +$11K +99 +0.9%
KeyBank National Association
314
KeyBank National Association
Ohio
$1.17M +$24.6K +221 +2%
BMSSC
315
B. Metzler seel. Sohn & Co
Germany
$1.17M +$282K +2,527 +32%
WWM
316
Western Wealth Management
Colorado
$1.15M -$1.34K -12 -0.1%
CC
317
Centiva Capital
New York
$1.12M +$589K +5,285 +111%
DTL
318
Dynamic Technology Lab
Singapore
$1.11M +$1.11M +9,937 New
NMERB
319
New Mexico Educational Retirement Board
New Mexico
$1.1M – – –
SDWMA
320
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M – – –
SCTC
321
Sanibel Captiva Trust Company
Florida
$1.09M +$1.09M +9,786 New
MC
322
Montag & Caldwell
Georgia
$1.09M -$4.01K -36 -0.4%
MNBTD
323
Moody National Bank Trust Division
Texas
$1.07M -$680K -6,095 -39%
AW
324
Atlas Wealth
Ohio
$1.06M – – –
PAM
325
Panagora Asset Management
Massachusetts
$1.05M – – –
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