Raymond James Financial
654 hedge funds and large institutions have $15.7B invested in Raymond James Financial in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 47 closing their positions.
38% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 47
33% more call options, than puts
Call options by funds: $69.6M | Put options by funds: $52.5M
2% more funds holding
Funds holding: 642 → 654 (+12)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.35% less ownership
Funds ownership: 75.1% → 74.75% (-0.35%)
5% less capital invested
Capital invested by funds: $16.5B → $15.7B (-$770M)
11% less repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 242
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$89.8M |
| 2 |
Goldman Sachs
New York
|
+$33M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$26.1M |
| 4 |
Millennium Management
New York
|
+$24.3M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$97.4M |
| 2 |
JP Morgan Chase
New York
|
-$90M |
| 3 |
BlackRock
New York
|
-$75.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$53.2M |
RJF Hedge Fund Activity: Q3 2023 in Review
654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2023, worth a combined $15.7B — down 4.7% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new RJF positions and 47 closed out — a net gain of 18 holders — while 216 added to existing stakes and 242 trimmed.
The largest buyer was Marshall Wace, adding an estimated $89.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $97.4M.
- 654 institutional investors held Raymond James Financial (RJF) as of Q3 2023, up from 642 in Q2 2023.
- Funds reported $15.7B of Raymond James Financial stock for Q3 2023, down 4.7% quarter-over-quarter.
- 65 funds opened new Raymond James Financial positions in Q3 2023 and 47 closed out, a net change of +18 holders.
- The largest Raymond James Financial buyer in Q3 2023 was Marshall Wace, an estimated $89.8M added.
- The largest Raymond James Financial seller in Q3 2023 was T. Rowe Price Associates, an estimated $97.4M sold.
Based on aggregated 13F filings for Q3 2023.