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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
351
Signature Wealth Management Group
Georgia
$636K +$22.7K +219 +4%
IIM
352
INTECH Investment Management
Florida
$631K -$2.97M -28,579 -82%
WANY
353
Wealthspire Advisors (New York)
New York
$625K +$35.3K +340 +6%
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$624K -$7.89K -76 -1%
MGP
355
Metis Global Partners
California
$623K +$6.85K +66 +1%
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$620K +$87.2K +840 +16%
BBVA
357
Banco Bilbao Vizcaya Argentaria
Spain
$616K +$3.11K +30 +0.5%
API
358
Advisor Partners II
California
$616K +$65.7K +633 +12%
GAM
359
Guinness Asset Management
United Kingdom
$599K -$106K -1,024 -15%
SAI
360
Systematic Alpha Investments
New Jersey
$591K – – –
EF
361
Empirical Finance
Pennsylvania
$588K +$68.1K +656 +13%
SPIA
362
Steward Partners Investment Advisory
New York
$583K +$42.7K +411 +8%
SAM
363
Shell Asset Management
Netherlands
$580K -$1.3M -12,530 -69%
BFA
364
Bill Few Associates
Pennsylvania
$565K – – –
TF
365
Threadgill Financial
Texas
$563K -$292 -3 -0.1%
GIA
366
Gateway Investment Advisers
Ohio
$553K -$8.3K -80 -1%
TP
367
Tranquility Partners
Tennessee
$551K – – –
CWP
368
Cyndeo Wealth Partners
Florida
$535K +$33.1K +319 +7%
CP
369
Covenant Partners
Tennessee
$529K – – –
FFM
370
Forum Financial Management
Illinois
$525K +$1.04K +10 +0.2%
ECM
371
ExodusPoint Capital Management
New York
$523K +$523K +5,037 New
WJWM
372
Williams Jones Wealth Management
New York
$519K -$45.2K -436 -8%
SI
373
Stephens Inc
Arkansas
$518K +$7.37K +71 +1%
DSAM
374
Dock Street Asset Management
Florida
$517K – – –
Swedbank
375
Swedbank
Sweden
$509K – – –
13 14
15
16 17