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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$173M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.5M
3
Bank of America
Bank of America
North Carolina
+$63.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$55M
5
Franklin Resources
Franklin Resources
California
+$53.5M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$213M
3
BlackRock
BlackRock
New York
-$148M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
476
Kohmann Bosshard Financial Services
Ohio
$376K – – –
PCS
477
Personal CFO Solutions
New Jersey
$373K +$35.6K +277 +11%
OAM
478
Ostrum Asset Management
France
$372K – – –
EF
479
Empowered Funds
Pennsylvania
$367K +$64.5K +502 +21%
MYAM
480
Meiji Yasuda Asset Management
Japan
$366K +$73.2K +570 +25%
Vontobel Holding
481
Vontobel Holding
Switzerland
$360K -$35.6K -277 -9%
PA
482
Profund Advisors
Maryland
$360K +$11.4K +89 +3%
LNWWM
483
Laird Norton Wetherby Wealth Management
California
$355K -$1.67K -13 -0.5%
EWM
484
Evercore Wealth Management
New York
$350K – – –
DAS
485
Dynamic Advisor Solutions
Arizona
$350K +$5.52K +43 +2%
WAM
486
Weiss Asset Management
Massachusetts
$348K +$348K +2,712 New
MIM
487
MTM Investment Management
South Carolina
$347K – – –
PAG
488
Private Advisor Group
New Jersey
$344K +$11.9K +93 +4%
BTI
489
Blue Trust Inc
Georgia
$344K +$30.9K +241 +10%
BJL
490
Brighton Jones LLC
Washington
$343K +$94.4K +735 +38%
SP
491
Symmetry Partners
Connecticut
$343K – – –
FHA
492
Flagship Harbor Advisors
Massachusetts
$342K -$25.7K -200 -7%
HI
493
Horizon Investments
North Carolina
$340K -$128 -1 -0%
CA
494
Calton & Associates
Florida
$336K -$12.8K -100 -4%
BFG
495
Bleakley Financial Group
New Jersey
$334K +$5.52K +43 +2%
SW
496
Simplicity Wealth
New Jersey
$334K +$334K +2,603 New
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
$334K +$165K +1,284 +98%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$329K -$899 -7 -0.3%
DWM
499
Drive Wealth Management
Utah
$329K +$11K +85 +3%
CCA
500
Checchi Capital Advisers
California
$327K -$2.44K -19 -0.7%
18 19
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