Raymond James Financial
727 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 295 increasing their positions, 223 reducing their positions, and 54 closing their positions.
156% more call options, than puts
Call options by funds: $77.6M | Put options by funds: $30.3M
33% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 54
32% more repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 223
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
13% more capital invested
Capital invested by funds: $17.6B → $19.9B (+$2.37B)
2% more funds holding
Funds holding: 716 → 727 (+11)
1.11% less ownership
Funds ownership: 75.58% → 74.47% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$157M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$65.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$57.7M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$49.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
-$238M |
| 2 |
Morgan Stanley
New York
|
-$193M |
| 3 |
BlackRock
New York
|
-$134M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$115M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$96.7M |
RJF Hedge Fund Activity: Q1 2024 in Review
727 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2024, worth a combined $19.9B — up 13% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new RJF positions and 54 closed out — a net gain of 18 holders — while 295 added to existing stakes and 223 trimmed.
The largest buyer was Truist Financial, adding an estimated $157M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $238M sold.
- 727 institutional investors held Raymond James Financial (RJF) as of Q1 2024, up from 716 in Q4 2023.
- Funds reported $19.9B of Raymond James Financial stock for Q1 2024, up 13% quarter-over-quarter.
- 72 funds opened new Raymond James Financial positions in Q1 2024 and 54 closed out, a net change of +18 holders.
- The largest Raymond James Financial buyer in Q1 2024 was Truist Financial, an estimated $157M added.
- The largest Raymond James Financial seller in Q1 2024 was Brave Warrior Advisors, an estimated $238M sold.
Based on aggregated 13F filings for Q1 2024.