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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 %
Swedbank
401
Swedbank
Sweden
$457K – – –
CWP
402
Cyndeo Wealth Partners
Florida
$451K – – –
VI
403
Vestcor Inc
New Brunswick, Canada
$430K – – –
ClearBridge Investments
404
ClearBridge Investments
New York
$426K -$632K -6,781 -60%
JCIA
405
Jackson Creek Investment Advisors
Colorado
$424K – – –
APIM
406
Agate Pass Investment Management
Washington
$404K – – –
KAS
407
Kestra Advisory Services
Texas
$403K -$494K -5,299 -55%
DI
408
DFPG Investments
Utah
$403K +$27K +290 +7%
GFPC
409
Global Financial Private Client
Florida
$394K – – –
PSP
410
Principal Street Partners
Tennessee
$392K -$174K -1,867 -31%
LTI
411
Laffer Tengler Investments
Tennessee
$391K +$8.58K +92 +2%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$387K +$161K +1,723 +71%
BFO
413
Biltmore Family Office
North Carolina
$386K -$562 -6 -0.1%
CIM
414
Contravisory Investment Management
Massachusetts
$383K +$5.69K +61 +2%
Capstone Investment Advisors
415
Capstone Investment Advisors
New York
$378K +$378K +4,055 New
KPWS
416
Kestra Private Wealth Services
Texas
$377K +$46K +493 +14%
WC
417
Waterloo Capital
Texas
$376K +$376K +4,027 New
Assenagon Asset Management
418
Assenagon Asset Management
Luxembourg
$373K -$54.3K -582 -13%
NSEDCP
419
NJ State Employees Deferred Compensation Plan
New Jersey
$373K – – –
BC
420
Bowman & Company
Wisconsin
$373K – – –
SG
421
Stonnington Group
California
$371K +$371K +4,000 New
TMAM
422
Tokio Marine Asset Management
Japan
$368K – – –
ACM
423
Acrisure Capital Management
Texas
$368K +$368K +3,943 New
SDAM
424
Shulman DeMeo Asset Management
New York
$367K -$466 -5 -0.1%
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$364K -$11.4K -122 -3%
15 16
17
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