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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$161M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$150M
3
Citadel Advisors
Citadel Advisors
Florida
+$89.7M
4
BlackRock
BlackRock
New York
+$80.2M
5
CVA
Ceredex Value Advisors
Florida
+$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$293M
2
Millennium Management
Millennium Management
New York
-$86.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$48.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
476
Sutton Wealth Advisors
Florida
$236K – – –
TAM
477
Trust Asset Management
Texas
$235K – – –
CG
478
Corundum Group
Colorado
$233K +$233K +2,250 New
LG
479
Leuthold Group
Minnesota
$233K – – –
HFW
480
Horizon Family Wealth
Illinois
$232K +$1.04K +10 +0.5%
PWP
481
Principle Wealth Partners
Connecticut
$231K – – –
PPC
482
Park Place Capital
Alabama
$230K -$7.99K -77 -3%
PCM
483
Penserra Capital Management
California
$228K +$122K +1,184 +115%
AIA
484
Arbor Investment Advisors
North Carolina
$226K – – –
CCA
485
Cadent Capital Advisors
Oklahoma
$226K +$226K +2,175 New
SIA
486
Schechter Investment Advisors
Michigan
$225K -$2.28K -22 -1%
PWPS
487
Pinnacle Wealth Planning Services
Ohio
$219K -$11.9K -115 -5%
RCAG
488
Rehmann Capital Advisory Group
Michigan
$216K +$216K +2,080 New
CCM
489
Coldstream Capital Management
Washington
$216K -$11.3K -109 -5%
VIA
490
Vident Investment Advisory
Georgia
$215K +$215K +2,067 New
FI
491
Financial Insights
Washington
$214K +$214K +2,061 New
JIC
492
Johnson Investment Counsel
Ohio
$211K -$338K -3,259 -62%
AMCA
493
Arthur M. Cohen & Associates
Illinois
$208K +$208K +2,000 New
MYAM
494
Meiji Yasuda Asset Management
Japan
$207K +$207K +1,991 New
PCS
495
Personal CFO Solutions
New Jersey
$206K +$206K +1,990 New
DWM
496
Drive Wealth Management
Utah
$204K +$204K +1,957 New
SF
497
Synovus Financial
Georgia
$201K +$201K +1,939 New
SW
498
SVB Wealth
Massachusetts
$201K -$21.7K -209 -10%
PPWM
499
PFG Private Wealth Management
Florida
$194K +$72.1K +695 +59%
NIMI
500
Natixis Investment Managers International
France
$192K -$48.8K -470 -20%
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