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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
301
Park Avenue Securities
New York
$1.67M +$99K +802 +6%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$1.67M +$70.2K +569 +4%
CAM
303
Cresset Asset Management
Illinois
$1.66M +$147K +1,195 +10%
WBWA
304
William B. Walkup & Associates
South Carolina
$1.66M +$1.65M +13,395 New
SP
305
Stablepoint Partners
Massachusetts
$1.64M +$89.7K +727 +5%
PWA
306
Phoenix Wealth Advisors
North Carolina
$1.62M +$1.62M +13,132 New
BMSSC
307
B. Metzler seel. Sohn & Co
Germany
$1.6M +$117K +944 +8%
AWCI
308
Alpine Woods Capital Investors
New York
$1.59M
Two Sigma Investments
309
Two Sigma Investments
New York
$1.58M +$1.58M +12,787 New
MWA
310
Meridian Wealth Advisors
Texas
$1.57M
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$1.57M -$1.77M -14,355 -53%
SPA
312
Sherbrooke Park Advisers
New York
$1.56M +$833K +6,753 +114%
TBA
313
Tower Bridge Advisors
Pennsylvania
$1.56M -$1.18M -9,550 -43%
DILIC
314
Dai-ichi Life Insurance Company
Japan
$1.52M
HIMCH
315
Hartford Investment Management Co (HIMCO)
Connecticut
$1.49M -$2.1K -17 -0.1%
QCM
316
QRG Capital Management
Illinois
$1.48M -$32.3K -262 -2%
ST
317
Sabal Trust
Florida
$1.46M -$25.3K -205 -2%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$1.44M +$179K +1,450 +14%
PPG
319
Peak Planning Group
Colorado
$1.43M +$1.43M +11,576 New
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$1.43M +$19.3K +156 +1%
IGAM
321
iA Global Asset Management
Quebec, Canada
$1.42M +$1.15M +9,346 +430%
OFG
322
Oxford Financial Group
Indiana
$1.42M +$43.6K +353 +3%
AIM
323
Allen Investment Management
New York
$1.38M
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$1.35M -$1.33M -10,745 -50%
SAM
325
Securian Asset Management
Minnesota
$1.33M -$42.3K -343 -3%

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.