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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
401
Wetzel Investment Advisors
Indiana
$710K +$61.7K +500 +10%
KAS
402
Kestra Advisory Services
Texas
$709K +$133K +1,077 +23%
HSA
403
HBK Sorce Advisory
Pennsylvania
$709K -$24.1K -195 -3%
Acadian Asset Management
404
Acadian Asset Management
Massachusetts
$708K +$708K +5,737 New
TMAM
405
Tokio Marine Asset Management
Japan
$705K
SAI
406
Systematic Alpha Investments
New Jersey
$705K
MWM
407
MGB Wealth Management
Texas
$703K
WS
408
Wedbush Securities
California
$700K +$123 +1 +0%
SWMG
409
Signature Wealth Management Group
Georgia
$697K -$10.6K -86 -2%
CCA
410
Catalyst Capital Advisors
New York
$688K -$204K -1,650 -23%
PSP
411
Principal Street Partners
Tennessee
$652K -$18.1K -147 -3%
BFA
412
Bill Few Associates
Pennsylvania
$642K -$30.9K -250 -5%
IB
413
Intrust Bank
Kansas
$633K +$17.8K +144 +3%
CIBC World Market
414
CIBC World Market
Ontario, Canada
$632K +$16.7K +135 +3%
CWP
415
Cyndeo Wealth Partners
Florida
$630K
CP
416
Covenant Partners
Tennessee
$630K
Squarepoint
417
Squarepoint
New York
$625K -$5.8K -47 -0.9%
FFM
418
Forum Financial Management
Illinois
$619K +$3.95K +32 +0.6%
DADC
419
D.A. Davidson & Co
Montana
$609K -$5.52M -44,754 -90%
Swedbank
420
Swedbank
Sweden
$606K
Assenagon Asset Management
421
Assenagon Asset Management
Luxembourg
$599K +$31.6K +256 +6%
WI
422
WBI Investments
New Jersey
$598K +$597K +4,837 New
First Eagle Investment Management
423
First Eagle Investment Management
New York
$594K +$192K +1,557 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
424
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$591K -$63.8K -517 -10%
BHPW
425
Beverly Hills Private Wealth
California
$574K -$35.5K -288 -6%

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.