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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$173M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.5M
3
Bank of America
Bank of America
North Carolina
+$63.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$55M
5
Franklin Resources
Franklin Resources
California
+$53.5M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$213M
3
BlackRock
BlackRock
New York
-$148M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
426
PEAK6 Investments
Illinois
$558K -$3.34K -26 -0.6%
NP
427
NorthRock Partners
Minnesota
$554K +$24.5K +190 +5%
GFPC
428
Global Financial Private Client
Florida
$550K – – –
Baird Financial Group
429
Baird Financial Group
Wisconsin
$543K -$9.12K -71 -2%
QIM
430
Quantitative Investment Management
Virginia
$541K +$143K +1,113 +36%
AWS
431
Atria Wealth Solutions
New York
$541K +$167K +1,297 +45%
JIC
432
Johnson Investment Counsel
Ohio
$532K +$532K +4,141 New
CIA
433
Choate Investment Advisors
Massachusetts
$529K – – –
IC
434
IEQ Capital
California
$527K +$32.1K +250 +6%
NSEDCP
435
NJ State Employees Deferred Compensation Plan
New Jersey
$514K – – –
WJWM
436
Williams Jones Wealth Management
New York
$514K – – –
CCM
437
Coldstream Capital Management
Washington
$504K +$59.2K +461 +13%
GAM
438
Guinness Asset Management
United Kingdom
$504K -$119K -925 -19%
SDAM
439
Shulman DeMeo Asset Management
New York
$502K -$1.54K -12 -0.3%
SAM
440
Shell Asset Management
Netherlands
$502K +$330K +2,672 +192%
GT
441
Greenleaf Trust
Michigan
$502K +$4.62K +36 +0.9%
GVAG
442
Great Valley Advisor Group
Delaware
$496K +$514 +4 +0.1%
FTDI
443
First Trust Direct Indexing
Massachusetts
$494K +$29.2K +227 +6%
HF
444
HRT Financial
New York
$493K -$411K -3,205 -45%
AIMCA
445
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$488K – – –
TA
446
Tectonic Advisors
Texas
$481K +$48.2K +375 +11%
BTWM
447
Baker Tilly Wealth Management
Wisconsin
$480K +$385 +3 +0.1%
BRWA
448
B. Riley Wealth Advisors
Florida
$474K +$141K +1,399 +42%
AIC
449
Argus Investors Counsel
New York
$473K -$4.75K -37 -1%
FB
450
Fulton Bank
Pennsylvania
$473K -$7.45K -58 -2%
16 17
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