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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 %
VWA
451
Visionary Wealth Advisors
Illinois
$470K +$128 +1 +0%
PWG
452
Portside Wealth Group
Utah
$467K +$17K +132 +4%
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$449K +$449K +3,500 New
CA
454
Cetera Advisors
Colorado
$446K +$211K +1,645 +90%
APIM
455
Agate Pass Investment Management
Washington
$445K -$75.3K -586 -14%
DZ Bank
456
DZ Bank
Germany
$444K +$240K +1,870 +118%
DEA
457
DoubleLine ETF Adviser
Florida
$443K +$44.6K +347 +11%
VI
458
Vestcor Inc
New Brunswick, Canada
$437K -$144K -1,124 -25%
TYCC
459
Texas Yale Capital Corp
Florida
$436K – – –
AGC
460
Aspen Grove Capital
Colorado
$436K – – –
OTPPB
461
Ontario Teachers' Pension Plan Board
Ontario, Canada
$434K -$290K -2,259 -40%
IA
462
IFP Advisors
Florida
$430K -$28.8K -224 -6%
IIM
463
INTECH Investment Management
Florida
$423K -$235K -1,830 -36%
First Eagle Investment Management
464
First Eagle Investment Management
New York
$417K – – –
GLR
465
Great Lakes Retirement
Ohio
$416K -$3.98K -31 -0.9%
IMCOOI
466
Investment Management Corp of Ontario (IMCO)
Canada
$414K -$180K -1,400 -30%
CFO
467
Collective Family Office
Pennsylvania
$411K +$59.8K +466 +17%
P
468
Pitcairn
Pennsylvania
$400K – – –
SP
469
Stonebrook Private
Michigan
$399K +$5.14K +40 +1%
NPFS
470
Novak & Powell Financial Services
Florida
$395K – – –
QC
471
Quadrature Capital
United Kingdom
$391K -$1.87M -14,547 -83%
CG
472
Clarus Group
Texas
$385K – – –
QCIG
473
Quad-Cities Investment Group
Iowa
$385K +$1.41K +11 +0.4%
EFS
474
Essex Financial Services
Connecticut
$384K -$78.6K -612 -17%
PWMAG
475
Pinnacle Wealth Management Advisory Group
New Jersey
$383K +$257 +2 +0.1%
17 18
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