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Raymond James Financial
RJF

Overview Fund Activity

755 hedge funds and large institutions have $18.8B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 263 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+15
Holders Change %
+2.03%
% of All Funds
10.92%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
75
Increased
278
Reduced
263
Closed
53
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
Millennium Management
2
Millennium Management
New York
$66.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$557M
4
CVA
4
Ceredex Value Advisors
Florida
$88.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$51.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$4.21M
2
APG Asset Management
2
APG Asset Management
Netherlands
$57.5M
3
Truist Financial
3
Truist Financial
North Carolina
$56M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.07M
5
BlackRock
5
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
401
MGB Wealth Management
Texas
$711K – – –
TMAM
402
Tokio Marine Asset Management
Japan
$699K – – –
SAI
403
Systematic Alpha Investments
New Jersey
$698K – – –
SWMG
404
Signature Wealth Management Group
Georgia
$690K – – –
BRWA
405
B. Riley Wealth Advisors
Florida
$675K -$110K -894 -14%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$672K -$64.8K -529 -9%
DADC
407
D.A. Davidson & Co
Montana
$660K +$56.5K +461 +9%
HSA
408
HBK Sorce Advisory
Pennsylvania
$658K -$44K -359 -6%
KAS
409
Kestra Advisory Services
Texas
$658K -$44.6K -364 -6%
PSP
410
Principal Street Partners
Tennessee
$646K – – –
TP
411
Tranquility Partners
Tennessee
$641K -$90.5K -739 -12%
BAM
412
Belpointe Asset Management
Nevada
$639K +$218K +1,780 +52%
IB
413
Intrust Bank
Kansas
$638K +$10.9K +89 +2%
IC
414
IEQ Capital
California
$626K +$67.6K +552 +12%
CP
415
Covenant Partners
Tennessee
$624K – – –
WIA
416
Wetzel Investment Advisors
Indiana
$616K -$61.2K -500 -9%
FFM
417
Forum Financial Management
Illinois
$613K +$122 +1 +0%
VSQM
418
V-Square Quantitative Management
Illinois
$609K +$105K +855 +21%
Swedbank
419
Swedbank
Sweden
$601K – – –
ACGA
420
Atlanta Consulting Group Advisors
Georgia
$599K +$41.3K +337 +7%
First Eagle Investment Management
421
First Eagle Investment Management
New York
$589K – – –
CWP
422
Cyndeo Wealth Partners
Florida
$585K -$39.1K -319 -6%
AFCM
423
Applied Finance Capital Management
Puerto Rico
$583K +$583K +4,764 New
BTI
424
Blue Trust Inc
Georgia
$580K +$146K +1,184 +34%
Parallax Volatility Advisers
425
Parallax Volatility Advisers
California
$570K +$570K +4,654 New
15 16
17
18 19