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Raymond James Financial
RJF

Overview Fund Activity

755 hedge funds and large institutions have $18.8B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 263 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+15
Holders Change %
+2.03%
% of All Funds
10.92%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
75
Increased
278
Reduced
263
Closed
53
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
Millennium Management
2
Millennium Management
New York
$66.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$557M
4
CVA
4
Ceredex Value Advisors
Florida
$88.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$51.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$4.21M
2
APG Asset Management
2
APG Asset Management
Netherlands
$57.5M
3
Truist Financial
3
Truist Financial
North Carolina
$56M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.07M
5
BlackRock
5
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
476
Capstone Investment Advisors
New York
$383K +$67.1K +548 +21%
KPWS
477
Kestra Private Wealth Services
Texas
$379K -$40.3K -329 -10%
NPFS
478
Novak & Powell Financial Services
Florida
$376K – – –
GLR
479
Great Lakes Retirement
Ohio
$376K +$980 +8 +0.3%
PA
480
Profund Advisors
Maryland
$375K +$42.5K +347 +13%
LFAS
481
Level Four Advisory Services
Texas
$373K -$38.8K -262 -9%
PWMAG
482
Pinnacle Wealth Management Advisory Group
New Jersey
$370K -$2.94K -24 -0.8%
QCIG
483
Quad-Cities Investment Group
Iowa
$370K +$1.22K +10 +0.3%
AA
484
ALPS Advisors
Colorado
$367K +$367K +3,000 New
QIM
485
Quantitative Investment Management
Virginia
$364K +$364K +2,979 New
PWP
486
Phillips Wealth Planners
Mississippi
$364K +$2.59K +19 +0.7%
APIM
487
Agate Pass Investment Management
Washington
$363K -$61.2K -500 -14%
Cambridge Investment Research Advisors
488
Cambridge Investment Research Advisors
Iowa
$362K -$173K -1,411 -32%
SIC
489
Samalin Investment Counsel
New York
$358K +$490 +4 +0.1%
KBFS
490
Kohmann Bosshard Financial Services
Ohio
$358K – – –
Kovitz Investment Group Partners
491
Kovitz Investment Group Partners
Illinois
$356K -$392K -6,091 -52%
CL
492
Choreo LLC
Illinois
$353K +$22.2K +180 +7%
LG
493
Leuthold Group
Minnesota
$353K -$8.21K -67 -2%
MIM
494
MTM Investment Management
South Carolina
$350K +$6.61K +52 +2%
IGAM
495
iA Global Asset Management
Quebec, Canada
$347K -$1.06M -8,689 -75%
SAM
496
Smartleaf Asset Management
Massachusetts
$342K +$69.2K +565 +25%
PVI
497
Pine Valley Investments
New Jersey
$341K +$53.8K +439 +19%
MYAM
498
Meiji Yasuda Asset Management
Japan
$336K -$45.3K -370 -12%
N
499
Natixis
France
$335K -$6.63M -54,108 -95%
BJL
500
Brighton Jones LLC
Washington
$335K -$3.06K -25 -0.9%
18 19
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