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Raymond James Financial
RJF

Overview Fund Activity

740 hedge funds and large institutions have $18.9B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 281 increasing their positions, 243 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+19
Holders Change %
+2.64%
% of All Funds
10.76%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
77
Increased
281
Reduced
243
Closed
48
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$167M
2
UBS AM
UBS AM
Illinois
+$63.6M
3
UBS Group
UBS Group
Switzerland
+$57M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$53M
5
AM
AGF Management
Ontario, Canada
+$46.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$166M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$134M
3
BlackRock
BlackRock
New York
-$101M
4
Holocene Advisors
Holocene Advisors
New York
-$57.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPOWM
351
One Plus One Wealth Management
Florida
$1M -$33.6K -272 -3%
BHCM
352
Brevan Howard Capital Management
Jersey
$1M +$1M +8,090 New
RIM
353
Rakuten Investment Management
Japan
$986K +$359K +2,952 +57%
TCOT
354
Trust Company of Toledo
Ohio
$985K – – –
GIA
355
Gateway Investment Advisers
Ohio
$981K – – –
FAM
356
Formidable Asset Management
Ohio
$966K +$2.6K +21 +0.3%
PAM
357
Paradigm Asset Management
New York
$952K +$952K +7,700 New
CIA
358
Capital Investment Advisors
Georgia
$928K +$989 +8 +0.1%
SI
359
Stephens Inc
Arkansas
$918K +$4.33K +35 +0.5%
D.E. Shaw & Co
360
D.E. Shaw & Co
New York
$914K +$914K +7,396 New
Wealthfront Advisers
361
Wealthfront Advisers
California
$909K +$66.5K +538 +8%
SC
362
Saturna Capital
Washington
$909K – – –
CI
363
Cavalier Investments
Georgia
$906K +$26.8K +217 +3%
CP
364
Cumberland Partners
Ontario, Canada
$902K +$210K +1,700 +30%
TRCT
365
Tower Research Capital (TRC)
New York
$893K +$248K +2,005 +38%
SC
366
Skylands Capital
Wisconsin
$861K -$49.3K -400 -5%
Lido Advisors
367
Lido Advisors
California
$860K +$7.67K +62 +0.9%
OAC
368
OMERS Administration Corp
Ontario, Canada
$856K +$856K +6,925 New
A
369
AlphaQuest
New York
$849K +$849K +6,865 New
SPIA
370
Steward Partners Investment Advisory
New York
$842K -$20.6K -167 -2%
O
371
Ossiam
France
$839K -$235K -1,899 -22%
BFS
372
Bradley Foster & Sargent
Connecticut
$830K – – –
NB
373
Norinchukin Bank
Japan
$826K +$10.8K +87 +1%
FRM
374
Fox Run Management
Connecticut
$823K +$823K +6,660 New
MWA
375
Muirfield Wealth Advisors
North Carolina
$822K +$1.85K +15 +0.2%
13 14
15
16 17