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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 %
HIA
426
Harbor Investment Advisory
Maryland
$361K -$14.7K -158 -4%
VWA
427
Visionary Wealth Advisors
Illinois
$360K +$93 +1 +0%
EFS
428
Essex Financial Services
Connecticut
$358K -$466 -5 -0.1%
GT
429
Greenleaf Trust
Michigan
$356K -$28.6K -307 -7%
IC
430
IEQ Capital
California
$355K -$56.1K -602 -14%
AIMCA
431
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$354K +$354K +3,800 New
GVAG
432
Great Valley Advisor Group
Delaware
$349K – – –
PFO
433
Pathstone Family Office
New Jersey
$348K -$937K -9,870 -73%
HNB
434
Huntington National Bank
Ohio
$338K -$9.33K -100 -3%
SP
435
Symmetry Partners
Connecticut
$336K – – –
PWMAG
436
Pinnacle Wealth Management Advisory Group
New Jersey
$334K +$63.5K +681 +24%
TI
437
Tidal Investments
Wisconsin
$330K -$9.43K -101 -3%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$328K +$8.77K +94 +3%
CFO
439
Collective Family Office
Pennsylvania
$320K +$134K +1,434 +72%
MC
440
Machina Capital
France
$309K +$309K +3,309 New
FA
441
FDx Advisors
Illinois
$306K – – –
Lazard Asset Management
442
Lazard Asset Management
New York
$304K +$2.14K +23 +0.7%
Verition Fund Management
443
Verition Fund Management
Connecticut
$302K -$590K -6,331 -66%
TPM
444
Triasima Portfolio Management
Quebec, Canada
$298K – – –
AAS
445
Avantax Advisory Services
Texas
$298K +$10.7K +115 +4%
Vontobel Holding
446
Vontobel Holding
Switzerland
$297K +$8.58K +92 +3%
QCIG
447
Quad-Cities Investment Group
Iowa
$294K +$28.9K +310 +11%
SCA
448
Snowden Capital Advisors
New York
$289K +$9.33K +100 +3%
RWA
449
Redhawk Wealth Advisors
Minnesota
$287K +$287K +3,078 New
CG
450
Clarus Group
Texas
$287K – – –
16 17
18
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