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Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
426
Williams Jones Wealth Management
New York
$446K -$112K -1,000 -20%
NSEDCP
427
NJ State Employees Deferred Compensation Plan
New Jersey
$446K – – –
SDAM
428
Shulman DeMeo Asset Management
New York
$437K +$8.36K +75 +2%
GT
429
Greenleaf Trust
Michigan
$432K +$21.2K +190 +5%
GVAG
430
Great Valley Advisor Group
Delaware
$430K +$111 +1 +0%
IC
431
IEQ Capital
California
$430K -$1.45K -13 -0.3%
CIBC World Market
432
CIBC World Market
Ontario, Canada
$425K -$33.5K -300 -7%
AIMCA
433
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$424K – – –
Nomura Holdings
434
Nomura Holdings
Japan
$421K +$421K +3,774 New
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$417K -$7.36K -66 -2%
FB
436
Fulton Bank
Pennsylvania
$417K +$18K +161 +5%
AIC
437
Argus Investors Counsel
New York
$415K -$3.35K -30 -0.8%
Two Sigma Investments
438
Two Sigma Investments
New York
$411K +$411K +3,687 New
VWA
439
Visionary Wealth Advisors
Illinois
$408K -$13.8K -124 -3%
FTDI
440
First Trust Direct Indexing
Massachusetts
$403K +$140K +1,259 +53%
EFS
441
Essex Financial Services
Connecticut
$402K +$4.35K +39 +1%
IA
442
IFP Advisors
Florida
$399K -$28.7K -257 -7%
WWM
443
Whalen Wealth Management
Nevada
$398K +$398K +3,569 New
PWG
444
Portside Wealth Group
Utah
$391K -$14.4K -129 -4%
HNB
445
Huntington National Bank
Ohio
$388K -$1.67K -15 -0.4%
CCM
446
Coldstream Capital Management
Washington
$386K +$153K +1,376 +66%
Cetera Investment Advisers
447
Cetera Investment Advisers
Illinois
$384K +$21.4K +192 +6%
TYCC
448
Texas Yale Capital Corp
Florida
$379K +$2.57K +23 +0.7%
AGC
449
Aspen Grove Capital
Colorado
$378K -$6.03K -54 -2%
ECM
450
Everence Capital Management
Indiana
$376K +$376K +3,370 New
16 17
18
19 20