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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$173M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.5M
3
Bank of America
Bank of America
North Carolina
+$63.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$55M
5
Franklin Resources
Franklin Resources
California
+$53.5M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$213M
3
BlackRock
BlackRock
New York
-$148M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
376
STALEY CAPITAL ADVISERS
Pennsylvania
$803K – – –
KRSITF
377
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$797K -$62.5K -487 -7%
GJWM
378
Gilliland Jeter Wealth Management
Arkansas
$789K +$12.1K +94 +2%
MGP
379
Metis Global Partners
California
$787K -$12.1K -94 -2%
NAM
380
NorthCrest Asset Manangement
Minnesota
$784K -$45.6K -355 -5%
SEC
381
Seven Eight Capital
New York
$775K +$775K +6,032 New
WANY
382
Wealthspire Advisors (New York)
New York
$771K +$6.81K +53 +0.9%
NMIMC
383
Northwestern Mutual Investment Management Company
Wisconsin
$767K +$2.7K +21 +0.4%
HSA
384
HBK Sorce Advisory
Pennsylvania
$762K -$30.8K -240 -4%
TPCW
385
TD Private Client Wealth
New York
$759K -$143K -1,117 -16%
SPA
386
Sherbrooke Park Advisers
New York
$758K +$758K +5,902 New
MWM
387
MGB Wealth Management
Texas
$745K – – –
TMAM
388
Tokio Marine Asset Management
Japan
$733K +$41.7K +325 +6%
SAI
389
Systematic Alpha Investments
New Jersey
$732K – – –
Cambridge Investment Research Advisors
390
Cambridge Investment Research Advisors
Iowa
$727K +$178K +1,387 +32%
WS
391
Wedbush Securities
California
$727K +$727K +5,663 New
CP
392
Cumberland Partners
Ontario, Canada
$719K -$103K -800 -13%
SWMG
393
Signature Wealth Management Group
Georgia
$707K -$1.73K -14 -0.2%
KPWS
394
Kestra Private Wealth Services
Texas
$703K -$29.2K -227 -4%
BFA
395
Bill Few Associates
Pennsylvania
$699K – – –
BAMF
396
BI Asset Management Fondsmaeglerselskab
Denmark
$698K +$130K +1,015 +23%
NIMI
397
Natixis Investment Managers International
France
$696K -$421K -3,280 -38%
PSP
398
Principal Street Partners
Tennessee
$695K +$86.2K +672 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
399
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$680K +$680K +5,295 New
TRCT
400
Tower Research Capital (TRC)
New York
$670K -$2.41M -18,739 -78%
14 15
16
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