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Raymond James Financial
RJF

661 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 230 increasing their positions, 263 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $34M | Put options by funds: $19.3M

1.96% less ownership

Funds ownership: 75.96% → 74% (-2%)

5% less funds holding

Funds holding: 699 → 661 (-38)

13% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 263

14% less capital invested

Capital invested by funds: $17.3B → $14.8B (-$2.48B)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

30% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 88

Holders
661
Holders Change
-38
Holders Change %
-5.44%
% of All Funds
10.53%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
62
Increased
230
Reduced
263
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
2
JP Morgan Chase
JP Morgan Chase
New York
+$153M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$184M
2
SCA
Southpoint Capital Advisors
New York
-$95.3M
3
Holocene Advisors
Holocene Advisors
New York
-$89.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$67.7M
5
BlackRock
BlackRock
New York
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Harfst & Associates
Wyoming
$104M -$62.2K -587 -0.1%
Charles Schwab
27
Charles Schwab
California
$93.8M +$641K +6,055 +0.6%
CAM
28
Congress Asset Management
Massachusetts
$92.3M -$99.2K -936 -0.1%
Goldman Sachs
29
Goldman Sachs
New York
$90.2M -$6.99M -66,028 -6%
UBS AM
30
UBS AM
Illinois
$84.7M -$9.58M -90,394 -9%
Millennium Management
31
Millennium Management
New York
$79.6M +$24.2M +228,471 +37%
Principal Financial Group
32
Principal Financial Group
Iowa
$66.9M +$4.74M +44,747 +7%
N
33
Nuveen
North Carolina
$61.9M -$436K -4,118 -0.6%
PCM
34
Palisade Capital Management
New Jersey
$54.3M +$426K +4,020 +0.7%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$52.5M +$917K +8,657 +2%
SEI Investments
36
SEI Investments
Pennsylvania
$52.1M +$3.97M +37,492 +7%
PFM
37
Premier Fund Managers
United Kingdom
$48.5M – – –
Amundi
38
Amundi
France
$45.9M -$1.19M -11,257 -2%
Fisher Asset Management
39
Fisher Asset Management
Washington
$45.9M -$11.2M -105,434 -18%
Citadel Advisors
40
Citadel Advisors
Florida
$44.2M -$67.7M -638,920 -57%
Wells Fargo
41
Wells Fargo
California
$44.1M +$9.46M +89,300 +23%
Deutsche Bank
42
Deutsche Bank
Germany
$43.2M -$7.93M -74,897 -14%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$42.3M -$49.7M -468,951 -51%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$37.4M -$6.34M -59,866 -13%
SCA
45
Southpoint Capital Advisors
New York
$37.3M -$95.3M -900,000 -69%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$36.9M +$3.09M +29,140 +8%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$36.9M -$382K -3,603 -0.9%
Macquarie Group
48
Macquarie Group
Australia
$36M -$599K -5,651 -1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$35.7M +$5.63M +53,180 +16%
Barclays
50
Barclays
United Kingdom
$34.6M -$7.19M -67,865 -15%
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RJF Hedge Fund Activity: Q1 2023 in Review

661 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2023, worth a combined $14.8B — down 14% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of RJF and 62 opened new positions — a net loss of 26 holders — while 263 trimmed existing stakes and 230 added.

The largest buyer was Fidelity Investments, adding an estimated $172M. The largest seller was First Trust Advisors, cutting an estimated $184M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2023, down from 699 in Q4 2022.
  • Funds reported $14.8B of Raymond James Financial stock for Q1 2023, down 14% quarter-over-quarter.
  • 62 funds opened new Raymond James Financial positions in Q1 2023 and 88 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2023 was Fidelity Investments, an estimated $172M added.
  • The largest Raymond James Financial seller in Q1 2023 was First Trust Advisors, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.