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Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
376
Guggenheim Capital
Illinois
$673K -$425K -3,809 -39%
WIA
377
Wetzel Investment Advisors
Indiana
$672K +$672K +6,029 New
WANY
378
Wealthspire Advisors (New York)
New York
$664K -$8.36K -75 -1%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$663K +$1.78K +16 +0.3%
TF
380
Threadgill Financial
Texas
$653K +$9.81K +88 +2%
MWM
381
MGB Wealth Management
Texas
$647K +$647K +5,803 New
SWMG
382
Signature Wealth Management Group
Georgia
$640K +$640K +5,738 New
SAI
383
Systematic Alpha Investments
New Jersey
$636K – – –
KPWS
384
Kestra Private Wealth Services
Texas
$635K +$9.03K +81 +1%
OTPPB
385
Ontario Teachers' Pension Plan Board
Ontario, Canada
$628K +$26.8K +240 +4%
AIM
386
Aigen Investment Management
New York
$611K +$611K +5,477 New
BFA
387
Bill Few Associates
Pennsylvania
$607K – – –
TMAM
388
Tokio Marine Asset Management
Japan
$600K +$39.8K +357 +7%
Credit Agricole
389
Credit Agricole
France
$593K +$396K +3,549 +201%
TCM
390
Teza Capital Management
Illinois
$585K +$585K +5,243 New
BHPW
391
Beverly Hills Private Wealth
California
$583K -$57.3K -514 -9%
TP
392
Tranquility Partners
Tennessee
$579K -$189K -1,697 -25%
CCIA
393
Campbell & Co Investment Adviser
Maryland
$573K +$185K +1,658 +48%
IIM
394
INTECH Investment Management
Florida
$571K -$1.03M -9,250 -64%
CWP
395
Cyndeo Wealth Partners
Florida
$568K – – –
CP
396
Covenant Partners
Tennessee
$568K – – –
Squarepoint
397
Squarepoint
New York
$568K -$5.23M -46,863 -90%
FFM
398
Forum Financial Management
Illinois
$566K – – –
DSAM
399
Dock Street Asset Management
Florida
$555K – – –
IB
400
Intrust Bank
Kansas
$554K +$23.8K +213 +4%
14 15
16
17 18