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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 %
TP
401
Tranquility Partners
Tennessee
$667K – – –
RIM
402
Rakuten Investment Management
Japan
$662K +$602K +4,684 +992%
Squarepoint
403
Squarepoint
New York
$655K +$1.28K +10 +0.2%
CWP
404
Cyndeo Wealth Partners
Florida
$655K – – –
CP
405
Covenant Partners
Tennessee
$654K – – –
Verition Fund Management
406
Verition Fund Management
Connecticut
$653K +$40.7K +317 +7%
GSC
407
Grey Street Capital
Illinois
$651K +$651K +5,049 New
DSAM
408
Dock Street Asset Management
Florida
$639K – – –
IB
409
Intrust Bank
Kansas
$639K +$1.28K +10 +0.2%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$639K +$150K +1,168 +31%
FFM
411
Forum Financial Management
Illinois
$639K -$13K -101 -2%
BHPW
412
Beverly Hills Private Wealth
California
$634K -$38.3K -298 -6%
Swedbank
413
Swedbank
Sweden
$630K – – –
VA
414
Vident Advisory
Georgia
$622K +$65K +506 +12%
WIA
415
Wetzel Investment Advisors
Indiana
$613K -$122K -1,000 -17%
TI
416
Tidal Investments
Wisconsin
$609K -$17.5K -136 -3%
KAS
417
Kestra Advisory Services
Texas
$599K -$15.9K -124 -3%
SDWMA
418
Schneider Downs Wealth Management Advisors
Pennsylvania
$597K -$660K -5,140 -53%
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$590K +$642 +5 +0.1%
ACGA
420
Atlanta Consulting Group Advisors
Georgia
$585K +$585K +4,552 New
VSQM
421
V-Square Quantitative Management
Illinois
$583K – – –
NIM
422
NEOS Investment Management
Connecticut
$578K +$236K +1,834 +69%
NG
423
Norden Group
Utah
$570K +$245K +1,909 +75%
WC
424
Waterloo Capital
Texas
$568K +$39.8K +310 +8%
HIP
425
Harrell Investment Partners
Texas
$562K -$39.8K -310 -7%
15 16
17
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