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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$173M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.5M
3
Bank of America
Bank of America
North Carolina
+$63.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$55M
5
Franklin Resources
Franklin Resources
California
+$53.5M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$213M
3
BlackRock
BlackRock
New York
-$148M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
326
KeyBank National Association
Ohio
$1.33M -$20.8K -162 -2%
MC
327
Montag & Caldwell
Georgia
$1.31M +$58.8K +458 +5%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$1.31M +$1.31M +10,168 New
UM
329
UniSuper Management
Australia
$1.3M +$1.04M +8,115 +402%
OC
330
Oarsman Capital
Wisconsin
$1.26M -$125K -974 -9%
SCTC
331
Sanibel Captiva Trust Company
Florida
$1.26M – – –
NEI
332
Northwest & Ethical Investments
Ontario, Canada
$1.25M +$1.25M +9,702 New
MNBTD
333
Moody National Bank Trust Division
Texas
$1.24M +$6.04K +47 +0.5%
NMERB
334
New Mexico Educational Retirement Board
New Mexico
$1.22M -$51.4K -400 -4%
PAM
335
Panagora Asset Management
Massachusetts
$1.2M – – –
CB
336
Commerce Bank
Missouri
$1.2M +$18.9K +147 +2%
CRC
337
Curi RMB Capital
Illinois
$1.18M -$1.16K -9 -0.1%
GFP
338
Gryphon Financial Partners
Ohio
$1.17M -$899 -7 -0.1%
FCI
339
Financial Counselors Inc
Kansas
$1.16M +$10.1K +79 +0.9%
JF
340
Jump Financial
Illinois
$1.14M +$1.14M +8,879 New
GIA
341
Gladstone Institutional Advisory
Florida
$1.12M -$35.6K -277 -3%
WMA
342
West Michigan Advisors
Michigan
$1.12M -$32.6K -254 -3%
O
343
Ossiam
France
$1.12M -$869K -6,768 -44%
CCM
344
Chiron Capital Management
Florida
$1.11M – – –
CIA
345
Concurrent Investment Advisors
Florida
$1.11M +$299K +2,328 +37%
CPC
346
Consolidated Planning Corp
Georgia
$1.1M -$1.8K -14 -0.2%
MWA
347
MFA Wealth Advisors
Pennsylvania
$1.09M +$41.5K +323 +4%
OPOWM
348
One Plus One Wealth Management
Florida
$1.08M -$12.7K -99 -1%
S
349
SignatureFD
Georgia
$1.07M +$1.54K +12 +0.1%
LIP
350
Lighthouse Investment Partners
Florida
$1.04M +$1.04M +8,109 New
12 13
14
15 16