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Raymond James Financial

762 hedge funds and large institutions have $19.1B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 282 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $75.2M | Put options by funds: $31.4M

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

2% more funds holding

Funds holding: 746762 (+16)

1.53% more ownership

Funds ownership: 74.23%75.76% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 264

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$153M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
762
Holders Change
+16
Holders Change %
+2.14%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
74
Increased
282
Reduced
264
Closed
52
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$137M +$6.25M +53,540 +5%
SCM
27
Sterling Capital Management
North Carolina
$133M +$126M +1,082,056 New
Charles Schwab
28
Charles Schwab
California
$130M +$832K +7,121 +0.7%
CAM
29
Congress Asset Management
Massachusetts
$119M +$9.13M +78,202 +9%
SEI Investments
30
SEI Investments
Pennsylvania
$109M -$1.02M -8,722 -1%
Barclays
31
Barclays
United Kingdom
$104M +$24.8M +212,697 +34%
UBS Group
32
UBS Group
Switzerland
$98.9M +$4.13M +35,366 +5%
Amundi
33
Amundi
France
$97.1M +$13.3M +113,635 +17%
CVA
34
Ceredex Value Advisors
Florida
$88.5M +$55.4M +474,443 +191%
N
35
Nuveen
North Carolina
$87.6M -$520K -4,455 -0.6%
Principal Financial Group
36
Principal Financial Group
Iowa
$76.8M +$5.09M +43,601 +7%
Franklin Resources
37
Franklin Resources
California
$73.9M +$1.08M +9,217 +2%
Deutsche Bank
38
Deutsche Bank
Germany
$73M +$4.3M +36,783 +7%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$69.1M +$6.36M +54,429 +11%
Millennium Management
40
Millennium Management
New York
$66.8M +$61.9M +530,084 +3,391%
PFM
41
Premier Fund Managers
United Kingdom
$64.4M
Baird Financial Group
42
Baird Financial Group
Wisconsin
$62.8M +$9.31M +79,671 +18%
PCM
43
Palisade Capital Management
New Jersey
$60.8M -$3.5M -29,933 -6%
MME
44
Meag Munich Ergo
Germany
$60.5M +$14.8M +126,437 +34%
Wells Fargo
45
Wells Fargo
California
$59.9M -$3.35M -28,678 -6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$57.9M +$821K +7,028 +2%
APG Asset Management
47
APG Asset Management
Netherlands
$57.5M -$158M -1,349,853 -72%
Truist Financial
48
Truist Financial
North Carolina
$56M -$103M -884,784 -66%
Fisher Asset Management
49
Fisher Asset Management
Washington
$54.9M +$944K +8,080 +2%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$51.9M +$48.6M +416,460 +5,631%

RJF Hedge Fund Activity: Q3 2024 in Review

762 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2024, worth a combined $19.1B — up 0.81% from $19B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new RJF positions and 52 closed out — a net gain of 22 holders — while 282 added to existing stakes and 264 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $339M. The largest seller was APG Asset Management, cutting an estimated $158M.

  • 762 institutional investors held Raymond James Financial (RJF) as of Q3 2024, up from 746 in Q2 2024.
  • Funds reported $19.1B of Raymond James Financial stock for Q3 2024, up 0.81% quarter-over-quarter.
  • 74 funds opened new Raymond James Financial positions in Q3 2024 and 52 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2024 was Wellington Management Group, an estimated $339M added.
  • The largest Raymond James Financial seller in Q3 2024 was APG Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2024.