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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
426
Schneider Downs Wealth Management Advisors
Pennsylvania
$574K
CRC
427
Curi RMB Capital
Illinois
$570K -$561K -4,542 -50%
DSAM
428
Dock Street Asset Management
Florida
$566K -$49.1K -398 -8%
IC
429
IEQ Capital
California
$563K +$56.3K +456 +11%
ACGA
430
Atlanta Consulting Group Advisors
Georgia
$563K
FTDI
431
First Trust Direct Indexing
Massachusetts
$562K +$86.9K +704 +18%
Cambridge Investment Research Advisors
432
Cambridge Investment Research Advisors
Iowa
$540K -$159K -1,291 -23%
HIP
433
Harrell Investment Partners
Texas
$536K -$5.18K -42 -1%
IMCOOI
434
Investment Management Corp of Ontario (IMCO)
Canada
$535K +$136K +1,100 +34%
NP
435
NorthRock Partners
Minnesota
$532K +$247 +2 +0%
GFPC
436
Global Financial Private Client
Florida
$529K
SW
437
Simplicity Wealth
New Jersey
$521K +$199K +1,615 +62%
CCM
438
Coldstream Capital Management
Washington
$515K +$29.4K +238 +6%
JIC
439
Johnson Investment Counsel
Ohio
$512K
VSQM
440
V-Square Quantitative Management
Illinois
$509K -$52.5K -425 -9%
TA
441
Tectonic Advisors
Texas
$507K +$43.9K +356 +10%
GC
442
Guggenheim Capital
Illinois
$496K -$363K -2,938 -42%
NSEDCP
443
NJ State Employees Deferred Compensation Plan
New Jersey
$494K
WJWM
444
Williams Jones Wealth Management
New York
$494K
GVAG
445
Great Valley Advisor Group
Delaware
$491K +$13.8K +112 +3%
SDAM
446
Shulman DeMeo Asset Management
New York
$490K +$6.91K +56 +1%
MWA
447
MFA Wealth Advisors
Pennsylvania
$488K -$557K -4,510 -53%
GT
448
Greenleaf Trust
Michigan
$485K +$1.85K +15 +0.4%
GS
449
GTS Securities
New York
$474K +$474K +3,838 New
BAMF
450
BI Asset Management Fondsmaeglerselskab
Denmark
$474K -$197K -1,600 -29%

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.