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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.4M
2
SCA
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
Citadel Advisors
Florida
$44.2M
5
BlackRock
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
476
Simplicity Solutions
Minnesota
$249K +$70.8K +759 +40%
BFG
477
Bleakley Financial Group
New Jersey
$248K -$42.3K -454 -15%
VF
478
Virtu Financial
New York
$245K +$245K +2,625 New
CCA
479
Checchi Capital Advisers
California
$241K -$3.17K -34 -1%
AWAU
480
Alliance Wealth Advisors (Utah)
Utah
$238K +$7.18K +77 +3%
4WM
481
44 Wealth Management
Oregon
$237K +$560 +6 +0.2%
PWP
482
Phillips Wealth Planners
Mississippi
$234K +$987 +11 +0.4%
RWM
483
RBA Wealth Management
California
$233K -$1.03K -11 -0.4%
HI
484
Horizon Investments
North Carolina
$232K -$574K -6,149 -71%
BCP
485
Blue Chip Partners
Michigan
$232K -$42.4K -454 -15%
SIC
486
Salem Investment Counselors
North Carolina
$230K – – –
DWM
487
Darwin Wealth Management
Florida
$229K +$229K +2,389 New
DEA
488
DoubleLine ETF Adviser
Florida
$227K -$27.5K -295 -11%
NFG
489
Nations Financial Group
Iowa
$227K -$6.25K -67 -3%
PA
490
Profund Advisors
Maryland
$224K +$29.8K +320 +15%
AIP
491
Ameritas Investment Partners
Nebraska
$222K – – –
CNBT
492
Canandaigua National Bank & Trust
New York
$221K +$221K +2,368 New
SCM
493
Shelton Capital Management
Colorado
$219K +$219K +2,353 New
FMAEN1
494
Fund Management at Engine No 1
California
$219K +$20.2K +217 +10%
CI
495
Cigna Investments
Connecticut
$217K -$5.43K -58 -2%
NIMI
496
Natixis Investment Managers International
France
$217K -$64.4K -690 -23%
RA
497
Royce & Associates
New York
$216K -$54.1K -580 -20%
MAS
498
Meeder Advisory Services
Ohio
$215K -$41.7K -447 -16%
BFM
499
Boothbay Fund Management
New York
$215K +$215K +2,304 New
PPC
500
Park Place Capital
Alabama
$214K -$839 -9 -0.4%
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