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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 %
KPWS
376
Kestra Private Wealth Services
Texas
$506K +$86.1K +830 +21%
DI
377
DFPG Investments
Utah
$502K +$28.8K +263 +6%
HIP
378
Harrell Investment Partners
Texas
$497K -$322K -3,100 -39%
PSP
379
Principal Street Partners
Tennessee
$496K +$60K +578 +14%
Man Group
380
Man Group
United Kingdom
$489K +$489K +4,717 New
IB
381
Intrust Bank
Kansas
$483K -$48.1K -464 -9%
BAM
382
Blueshift Asset Management
New Jersey
$479K -$102K -982 -18%
WC
383
Waterloo Capital
Texas
$475K +$57.1K +550 +14%
VI
384
Vestcor Inc
New Brunswick, Canada
$474K -$4.15K -40 -0.9%
Baird Financial Group
385
Baird Financial Group
Wisconsin
$471K -$47.8K -461 -9%
TMAM
386
Tokio Marine Asset Management
Japan
$470K +$60.7K +585 +15%
GFPC
387
Global Financial Private Client
Florida
$445K – – –
O
388
Ossiam
France
$437K -$1.24M -11,973 -74%
LTI
389
Laffer Tengler Investments
Tennessee
$436K +$1.45K +14 +0.3%
APIM
390
Agate Pass Investment Management
Washington
$431K -$18.2K -175 -4%
NSEDCP
391
NJ State Employees Deferred Compensation Plan
New Jersey
$415K – – –
IA
392
IFP Advisors
Florida
$412K +$200K +1,928 +94%
SDAM
393
Shulman DeMeo Asset Management
New York
$411K +$3.42K +33 +0.8%
Cetera Investment Advisers
394
Cetera Investment Advisers
Illinois
$411K -$412K -3,975 -50%
BTWM
395
Baker Tilly Wealth Management
Wisconsin
$404K -$311 -3 -0.1%
TI
396
Tidal Investments
Wisconsin
$403K +$36.1K +348 +10%
HIA
397
Harbor Investment Advisory
Maryland
$402K +$311 +3 +0.1%
JCIA
398
Jackson Creek Investment Advisors
Colorado
$398K -$74.6K -718 -16%
AIC
399
Argus Investors Counsel
New York
$396K +$396K +3,817 New
Assenagon Asset Management
400
Assenagon Asset Management
Luxembourg
$394K -$21.1K -203 -5%
14 15
16
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