We are live on ! Find out more
RJF icon

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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$163M +$1.17M +9,485 +0.7%
Legal & General Group
27
Legal & General Group
United Kingdom
$154M +$4.77M +38,683 +3%
HA
28
Harfst & Associates
Wyoming
$139M +$4.57K +37 +0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$132M +$3.42M +27,727 +3%
Charles Schwab
30
Charles Schwab
California
$131M +$1.64M +13,312 +1%
Marshall Wace
31
Marshall Wace
United Kingdom
$121M -$56.3M -456,322 -32%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$113M +$1.96M +15,857 +2%
SEI Investments
33
SEI Investments
Pennsylvania
$112M +$6.49M +52,587 +6%
CAM
34
Congress Asset Management
Massachusetts
$111M -$4M -32,417 -3%
UBS Group
35
UBS Group
Switzerland
$95.5M +$56.9M +461,187 +148%
N
36
Nuveen
North Carolina
$89M +$13.3M +107,968 +18%
Amundi
37
Amundi
France
$80.1M -$10.4M -84,604 -11%
Barclays
38
Barclays
United Kingdom
$78.4M +$2.71M +21,961 +4%
Principal Financial Group
39
Principal Financial Group
Iowa
$72.1M -$1.92M -15,540 -3%
Deutsche Bank
40
Deutsche Bank
Germany
$69.1M +$3.58M +29,012 +5%
Franklin Resources
41
Franklin Resources
California
$69.1M +$14.8M +120,206 +27%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$65.7M -$128K -1,039 -0.2%
PCM
43
Palisade Capital Management
New Jersey
$65.1M -$904K -7,322 -1%
Wells Fargo
44
Wells Fargo
California
$64M +$1.47M +11,891 +2%
PFM
45
Premier Fund Managers
United Kingdom
$64M
HSBC Holdings
46
HSBC Holdings
United Kingdom
$63M +$2.66M +21,519 +4%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$57.6M -$4.18M -33,869 -7%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$56.4M +$2.06M +16,670 +4%
Fisher Asset Management
49
Fisher Asset Management
Washington
$54.4M +$2.54M +20,554 +5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$53.5M +$52.9M +428,825 +10,150%

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.