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Raymond James Financial
RJF

Overview Fund Activity

740 hedge funds and large institutions have $18.9B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 281 increasing their positions, 243 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
+19
Holders Change %
+2.64%
% of All Funds
10.76%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
77
Increased
281
Reduced
243
Closed
48
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$180M
2
UBS AM
UBS AM
Illinois
$172M
3
UBS Group
UBS Group
Switzerland
$95.5M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$53.5M
5
AM
AGF Management
Ontario, Canada
$319M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$501M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.14B
3
BlackRock
BlackRock
New York
$1.78B
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
476
Quad-Cities Investment Group
Iowa
$372K +$1.24K +10 +0.3%
NG
477
Norden Group
Utah
$371K -$178K -1,436 -32%
PAG
478
Private Advisor Group
New Jersey
$371K +$39.6K +320 +12%
HI
479
Horizon Investments
North Carolina
$367K +$41K +333 +13%
Northwestern Mutual Wealth Management
480
Northwestern Mutual Wealth Management
Wisconsin
$367K +$49.9K +404 +16%
LG
481
Leuthold Group
Minnesota
$364K +$364K +2,946 New
MM
482
MQS Management
New York
$362K +$362K +2,929 New
KBFS
483
Kohmann Bosshard Financial Services
Ohio
$362K – – –
SIC
484
Samalin Investment Counsel
New York
$361K +$81.4K +658 +29%
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$348K +$6.06K +49 +2%
LFAS
486
Level Four Advisory Services
Texas
$344K -$2.06M -16,642 -86%
BA
487
Bridgewater Associates
Connecticut
$343K +$343K +2,775 New
BJL
488
Brighton Jones LLC
Washington
$341K +$10.5K +85 +3%
EWM
489
Evercore Wealth Management
New York
$337K – – –
PA
490
Profund Advisors
Maryland
$335K -$10.8K -87 -3%
MIM
491
MTM Investment Management
South Carolina
$334K – – –
Nomura Holdings
492
Nomura Holdings
Japan
$333K -$1.3M -10,496 -80%
OAM
493
Ostrum Asset Management
France
$332K -$25.8K -209 -7%
CL
494
Choreo LLC
Illinois
$330K +$330K +2,679 New
SP
495
Symmetry Partners
Connecticut
$330K – – –
DWM
496
Drive Wealth Management
Utah
$322K +$6.68K +54 +2%
BFG
497
Bleakley Financial Group
New Jersey
$320K -$1.98K -16 -0.6%
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
$319K -$2.1K -17 -0.7%
PWP
499
Phillips Wealth Planners
Mississippi
$318K – – –
CA
500
Calton & Associates
Florida
$315K -$8.04K -65 -2%
18 19
20
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