RJF icon

Raymond James Financial
RJF

Overview Fund Activity

547 hedge funds and large institutions have $12.3B invested in Raymond James Financial in 2021 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 177 increasing their positions, 198 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+18
Holders Change %
+3.4%
% of All Funds
9.63%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
177
Reduced
198
Closed
60
Calls
$87.4M
Puts
$14.6M
Net Calls
+$72.8M
Net Calls Change
+$13.5M

Top Buyers

1
Primecap Management
Primecap Management
California
+$176M
2
APG Asset Management
APG Asset Management
Netherlands
+$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
4
SCA
Southpoint Capital Advisors
New York
+$61.3M
5
CVA
Ceredex Value Advisors
Florida
+$56.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$149M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.7M
4
Bank of America
Bank of America
North Carolina
-$51.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
426
Advisor Partners
California
$221K +$221K +2,700 New
MIM
427
MTM Investment Management
South Carolina
$221K +$221K +2,700 New
MWM
428
Modera Wealth Management
New Jersey
$218K +$218K +2,667 New
GAM
429
Guinness Asset Management
United Kingdom
$214K -$18.4K -225 -8%
CS
430
Comerica Securities
Michigan
$214K +$214K +2,616 New
PWP
431
Principle Wealth Partners
Connecticut
$214K +$214K +2,625 New
AIP
432
Ameritas Investment Partners
Nebraska
$213K -$20.9K -256 -9%
CAN
433
Cetera Advisor Networks
California
$212K +$212K +2,589 New
YIA
434
YHB Investment Advisors
Connecticut
$210K +$210K +2,429 New
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$210K +$210K +2,568 New
CFGS
436
Concourse Financial Group Securities
Alabama
$209K -$739 -9 -0.4%
FRM
437
Fox Run Management
Connecticut
$208K +$208K +2,550 New
ESCM
438
Echo Street Capital Management
New York
$207K -$150K -1,834 -42%
BCV
439
Banque Cantonale Vaudoise
Switzerland
$196K -$85.8K -1,050 -30%
EWM
440
Endurance Wealth Management
Rhode Island
$184K – – –
PI
441
PGGM Investments
Netherlands
$182K +$182K +2,231 New
FC
442
FORA Capital
Florida
$164K -$470K -5,746 -74%
SIM
443
Sentry Investment Management
Wisconsin
$154K -$743K -9,066 -83%
CTC
444
Central Trust Company
Missouri
$146K – – –
LS
445
Livforsakringsbolaget Skandia
Sweden
$142K – – –
GWM
446
Geneos Wealth Management
Colorado
$130K – – –
DRS
447
Deane Retirement Strategies
Louisiana
$127K – – –
FBT
448
First Bank & Trust
South Dakota
$126K +$21.1K +260 +20%
SWM
449
Spire Wealth Management
Virginia
$126K +$126K +1,404 New
ACM
450
Allred Capital Management
Texas
$124K +$124K +1,512 New
16 17
18
19 20