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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 %
OC
351
Oarsman Capital
Wisconsin
$717K +$287K +3,076 +67%
SC
352
Saturna Capital
Washington
$686K -$93.3K -1,000 -12%
UCFA
353
United Capital Financial Advisors
Texas
$673K -$120K -1,285 -15%
QCM
354
Quantinno Capital Management
New York
$665K -$34.1K -366 -5%
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$643K -$6.15K -66 -0.9%
WB
356
WesBanco Bank
West Virginia
$639K – – –
OTL
357
Oak Thistle LLC
New York
$638K +$638K +6,838 New
GAM
358
Guinness Asset Management
United Kingdom
$634K +$28.4K +305 +5%
HSA
359
HBK Sorce Advisory
Pennsylvania
$631K -$671K -7,191 -52%
TYCC
360
Texas Yale Capital Corp
Florida
$630K – – –
BMSSC
361
B. Metzler seel. Sohn & Co
Germany
$623K – – –
NAM
362
NorthCrest Asset Manangement
Minnesota
$607K – – –
PI
363
PEAK6 Investments
Illinois
$607K +$443K +4,751 +271%
YMRC
364
Yorktown Management & Research Company
Virginia
$602K – – –
FIM
365
Freedom Investment Management
Connecticut
$601K -$57.3K -614 -9%
CC
366
Centiva Capital
New York
$584K +$584K +6,260 New
SCA
367
STALEY CAPITAL ADVISERS
Pennsylvania
$583K +$583K +6,250 New
KeyBank National Association
368
KeyBank National Association
Ohio
$581K -$114K -1,223 -16%
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$568K +$2.33K +25 +0.4%
AWM
370
Apollon Wealth Management
South Carolina
$568K +$72.7K +780 +15%
CI
371
Cavalier Investments
Georgia
$558K +$30K +322 +6%
MGP
372
Metis Global Partners
California
$554K +$179K +1,924 +48%
BBVA
373
Banco Bilbao Vizcaya Argentaria
Spain
$551K +$101K +1,079 +22%
SWMG
374
Signature Wealth Management Group
Georgia
$551K -$20K -214 -3%
BCV
375
Banque Cantonale Vaudoise
Switzerland
$541K +$317K +3,400 +142%
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15
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