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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 %
CB
326
Commerce Bank
Missouri
$1.03M -$118K -1,054 -10%
CRC
327
Curi RMB Capital
Illinois
$1.02M +$4.01K +36 +0.4%
GFP
328
Gryphon Financial Partners
Ohio
$1.02M +$111 +1 +0%
KA
329
Klingman & Associates
New York
$1.01M +$1.23K +11 +0.1%
GIA
330
Gladstone Institutional Advisory
Florida
$1M +$25K +224 +3%
WMA
331
West Michigan Advisors
Michigan
$1M -$41.8K -375 -4%
FCI
332
Financial Counselors Inc
Kansas
$1,000K – – –
CAN
333
Cetera Advisor Networks
California
$985K -$30.2K -271 -3%
NIMI
334
Natixis Investment Managers International
France
$970K +$223K +2,000 +30%
CCM
335
Chiron Capital Management
Florida
$964K – – –
CPC
336
Consolidated Planning Corp
Georgia
$958K -$7.47K -67 -0.8%
OPOWM
337
One Plus One Wealth Management
Florida
$948K -$22.2K -199 -2%
S
338
SignatureFD
Georgia
$925K +$112K +1,004 +14%
AIM
339
Achmea Investment Management
Netherlands
$907K -$393K -3,520 -30%
MWA
340
MFA Wealth Advisors
Pennsylvania
$907K +$6.13K +55 +0.7%
TCOT
341
Trust Company of Toledo
Ohio
$888K – – –
GIA
342
Gateway Investment Advisers
Ohio
$886K +$293K +2,631 +49%
BFS
343
Bradley Foster & Sargent
Connecticut
$883K -$27.9K -250 -3%
CIA
344
Capital Investment Advisors
Georgia
$868K -$14.6K -131 -2%
SCA
345
Snowden Capital Advisors
New York
$864K +$8.03K +72 +0.9%
CIC
346
Chilton Investment Company
Connecticut
$856K +$856K +7,679 New
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$853K -$14.3K -128 -2%
SC
348
Skylands Capital
Wisconsin
$833K -$66.9K -600 -7%
MFS
349
Mirabella Financial Services
United Kingdom
$830K +$583K +5,231 +237%
SI
350
Stephens Inc
Arkansas
$827K +$274K +2,461 +50%
12 13
14
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