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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
NIMI
451
Natixis Investment Managers International
France
$467K -$202K -1,640 -30%
IA
452
IFP Advisors
Florida
$458K +$43.8K +355 +11%
BTI
453
Blue Trust Inc
Georgia
$451K +$102K +830 +31%
GAM
454
Guinness Asset Management
United Kingdom
$447K -$38K -308 -8%
I
455
InceptionR
California
$442K +$443K +3,587 New
FB
456
Fulton Bank
Pennsylvania
$441K -$13.5K -109 -3%
P
457
Pitcairn
Pennsylvania
$437K +$51.8K +420 +13%
AIC
458
Argus Investors Counsel
New York
$434K -$21.2K -172 -5%
VWA
459
Visionary Wealth Advisors
Illinois
$434K -$18.4K -149 -4%
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$433K
APIM
461
Agate Pass Investment Management
Washington
$429K
SWA
462
Stratos Wealth Advisors
Ohio
$427K +$427K +3,457 New
DZ Bank
463
DZ Bank
Germany
$427K
BAM
464
Belpointe Asset Management
Nevada
$425K +$424K +3,435 New
KPWS
465
Kestra Private Wealth Services
Texas
$423K -$253K -2,050 -37%
TYCC
466
Texas Yale Capital Corp
Florida
$420K
VI
467
Vestcor Inc
New Brunswick, Canada
$420K
AGC
468
Aspen Grove Capital
Colorado
$418K
WC
469
Waterloo Capital
Texas
$417K -$130K -1,052 -24%
DEA
470
DoubleLine ETF Adviser
Florida
$413K -$13.7K -111 -3%
IIM
471
INTECH Investment Management
Florida
$407K
CFO
472
Collective Family Office
Pennsylvania
$396K
EF
473
Empowered Funds
Pennsylvania
$395K +$43.4K +352 +12%
SP
474
Stonebrook Private
Michigan
$394K +$10K +81 +3%
MYAM
475
Meiji Yasuda Asset Management
Japan
$385K +$32.1K +260 +9%

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.