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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$152M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$72.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$47.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$29.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$162M
2
SCA
Southpoint Capital Advisors
New York
-$83.9M
3
Holocene Advisors
Holocene Advisors
New York
-$78.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$59.6M
5
BlackRock
BlackRock
New York
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
326
Panagora Asset Management
Massachusetts
$874K -$4.83M -51,762 -85%
GFP
327
Gryphon Financial Partners
Ohio
$858K -$19.5K -209 -2%
MOS
328
MGO One Seven
Ohio
$851K +$14.8K +159 +2%
CRC
329
Curi RMB Capital
Illinois
$849K – – –
Wealthfront Advisers
330
Wealthfront Advisers
California
$838K -$1.32M -14,141 -61%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$837K -$28K -300 -3%
FCI
332
Financial Counselors Inc
Kansas
$836K -$1.4K -15 -0.2%
CCM
333
Chiron Capital Management
Florida
$825K – – –
WMA
334
West Michigan Advisors
Michigan
$820K +$27.1K +291 +3%
HIP
335
Harrell Investment Partners
Texas
$819K +$727 +7 +0.1%
MLICM
336
Metropolitan Life Insurance Company (MetLife)
New York
$808K -$193K -2,073 -19%
CPC
337
Consolidated Planning Corp
Georgia
$803K +$28.4K +305 +4%
MNBTD
338
Moody National Bank Trust Division
Texas
$799K +$1.12K +12 +0.1%
TCOT
339
Trust Company of Toledo
Ohio
$789K – – –
Voloridge Investment Management
340
Voloridge Investment Management
Florida
$786K -$1.63M -17,434 -67%
WWM
341
Western Wealth Management
Colorado
$786K -$21.3K -228 -3%
AC
342
AXQ Capital
New Jersey
$783K +$783K +8,400 New
TRCT
343
Tower Research Capital (TRC)
New York
$781K -$77.6K -832 -9%
BFS
344
Bradley Foster & Sargent
Connecticut
$776K -$9.33K -100 -1%
AssetMark Inc
345
AssetMark Inc
California
$775K +$59.9K +642 +8%
BRWA
346
B. Riley Wealth Advisors
Florida
$770K +$770K +8,222 New
CIA
347
Capital Investment Advisors
Georgia
$750K -$1.31K -14 -0.2%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$740K +$78.1K +837 +12%
OIA
349
OneDigital Investment Advisors
Kansas
$733K +$10.5K +113 +1%
S
350
SignatureFD
Georgia
$719K -$25.2K -270 -3%
12 13
14
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