Raymond James Financial
RJF
716 hedge funds and large institutions have $17.6B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 241 increasing their positions, 238 reducing their positions, and 47 closing their positions.
155% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 47
99% more call options, than puts
Call options by funds: $56.1M | Put options by funds: $28.1M
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
12% more capital invested
Capital invested by funds: $15.7B → $17.6B (+$1.89B)
9% more funds holding
Funds holding: 654 → 716 (+62)
1% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 238
0.83% more ownership
Funds ownership: 74.75% → 75.58% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$185M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$66.1M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$42.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$31.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$173M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.6M |
| 3 |
Rockefeller Capital Management
New York
|
-$28.4M |
| 4 |
Primecap Management
Pasadena,
California
|
-$25.9M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$23.7M |
RJF Hedge Fund Activity: Q4 2023 in Review
716 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q4 2023, worth a combined $17.6B — up 12% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new RJF positions and 47 closed out — a net gain of 73 holders — while 241 added to existing stakes and 238 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was JP Morgan Chase, cutting an estimated $173M.
- 716 institutional investors held Raymond James Financial (RJF) as of Q4 2023, up from 654 in Q3 2023.
- Funds reported $17.6B of Raymond James Financial stock for Q4 2023, up 12% quarter-over-quarter.
- 120 funds opened new Raymond James Financial positions in Q4 2023 and 47 closed out, a net change of +73 holders.
- The largest Raymond James Financial buyer in Q4 2023 was Morgan Stanley, an estimated $185M added.
- The largest Raymond James Financial seller in Q4 2023 was JP Morgan Chase, an estimated $173M sold.
Based on aggregated 13F filings for Q4 2023.