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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 %
TF
376
Threadgill Financial
Texas
$540K +$540K +5,792 New
SAI
377
Systematic Alpha Investments
New Jersey
$532K – – –
BHPW
378
Beverly Hills Private Wealth
California
$531K +$89.8K +963 +20%
WANY
379
Wealthspire Advisors (New York)
New York
$530K -$63K -675 -11%
BAMF
380
BI Asset Management Fondsmaeglerselskab
Denmark
$527K -$350K -3,755 -40%
TPCW
381
TD Private Client Wealth
New York
$524K +$105K +1,125 +25%
BAM
382
Blueshift Asset Management
New Jersey
$522K +$131K +1,400 +33%
CW
383
Connectus Wealth
Ohio
$514K +$466 +5 +0.1%
BFA
384
Bill Few Associates
Pennsylvania
$508K – – –
WJWM
385
Williams Jones Wealth Management
New York
$507K – – –
GIA
386
Gateway Investment Advisers
Ohio
$504K +$41.9K +449 +9%
TP
387
Tranquility Partners
Tennessee
$496K – – –
API
388
Advisor Partners II
California
$494K +$14.8K +159 +3%
JIC
389
Johnson Investment Counsel
Ohio
$494K -$62.8K -673 -11%
SPIA
390
Steward Partners Investment Advisory
New York
$485K +$86.8K +931 +22%
Cambridge Investment Research Advisors
391
Cambridge Investment Research Advisors
Iowa
$479K -$41.9K -449 -8%
IB
392
Intrust Bank
Kansas
$477K -$51.9K -556 -10%
CP
393
Covenant Partners
Tennessee
$475K -$189K -2,029 -28%
FFM
394
Forum Financial Management
Illinois
$471K -$82.4K -883 -15%
BTI
395
Blue Trust Inc
Georgia
$471K +$123K +1,157 +36%
EF
396
Empirical Finance
Pennsylvania
$468K +$24.5K +263 +6%
Baird Financial Group
397
Baird Financial Group
Wisconsin
$466K -$319K -3,417 -41%
DSAM
398
Dock Street Asset Management
Florida
$464K – – –
VIM
399
Vinva Investment Management
Australia
$459K +$459K +4,980 New
SI
400
Stephens Inc
Arkansas
$459K -$4.05M -43,378 -90%
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