RJF icon

Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDIC
451
South Dakota Investment Council
South Dakota
$259K +$82.9K +800 +47%
BCP
452
Blue Chip Partners
Michigan
$259K +$1.14K +11 +0.4%
AWAU
453
Alliance Wealth Advisors (Utah)
Utah
$258K -$6.33K -61 -2%
RWM
454
RBA Wealth Management
California
$258K -$1.56K -15 -0.6%
FMAEN1
455
Fund Management at Engine No 1
California
$258K +$13.9K +134 +6%
SIC
456
Salem Investment Counselors
North Carolina
$256K – – –
LWAM
457
Legacy Wealth Asset Management
Minnesota
$253K +$253K +2,436 New
DWM
458
Darwin Wealth Management
Florida
$251K – – –
BCV
459
Banque Cantonale Vaudoise
Switzerland
$249K -$353K -3,400 -59%
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$248K -$172K -1,661 -41%
AIP
461
Ameritas Investment Partners
Nebraska
$247K – – –
PVI
462
Pine Valley Investments
New Jersey
$247K +$5.73K +55 +2%
BAMF
463
BI Asset Management Fondsmaeglerselskab
Denmark
$246K -$340K -3,278 -58%
NFG
464
Nations Financial Group
Iowa
$245K -$7.78K -75 -3%
SCM
465
Shelton Capital Management
Colorado
$244K – – –
CFGS
466
Concourse Financial Group Securities
Alabama
$243K -$47.9K -460 -16%
CI
467
Cigna Investments
Connecticut
$241K – – –
PA
468
Profund Advisors
Maryland
$241K -$8.3K -80 -3%
RA
469
Royce & Associates
New York
$241K – – –
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$240K -$50.1K -483 -17%
CNBT
471
Canandaigua National Bank & Trust
New York
$240K -$5.92K -57 -2%
FTDI
472
First Trust Direct Indexing
Massachusetts
$240K -$44.2K -426 -16%
PAG
473
Private Advisor Group
New Jersey
$239K +$239K +2,179 New
IWC
474
Integrated Wealth Concepts
Massachusetts
$238K +$238K +2,292 New
FA
475
FDx Advisors
Illinois
$237K -$61K -587 -20%
17 18
19
20 21