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Raymond James Financial
RJF

Overview Fund Activity

696 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 211 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+34
Holders Change %
+5.14%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.23%
New
105
Increased
211
Reduced
269
Closed
55
Calls
$64.1M
Puts
$69.3M
Net Calls
-$5.25M
Net Calls Change
-$580K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$345M
2
First Trust Advisors
First Trust Advisors
Illinois
+$177M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.4M
4
Morgan Stanley
Morgan Stanley
New York
+$63.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$54.4M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
-$135M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$102M
3
SCA
Southpoint Capital Advisors
New York
-$85.5M
4
BlackRock
BlackRock
New York
-$62.3M
5
Primecap Management
Primecap Management
California
-$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
501
44 Wealth Management
Oregon
$270K -$92.5K -866 -25%
SIA
502
Schechter Investment Advisors
Michigan
$268K +$22.2K +208 +9%
RWM
503
RBA Wealth Management
California
$268K -$54K -505 -17%
NFG
504
Nations Financial Group
Iowa
$268K +$214 +2 +0.1%
WPC
505
Wedmont Private Capital
Pennsylvania
$265K +$265K +2,402 New
SW
506
SVB Wealth
Massachusetts
$264K -$53K -496 -17%
AWAU
507
Alliance Wealth Advisors (Utah)
Utah
$264K +$264K +2,475 New
SIC
508
Salem Investment Counselors
North Carolina
$264K – – –
CCM
509
Coldstream Capital Management
Washington
$263K +$263K +2,458 New
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$260K +$37.6K +351 +17%
VAS
511
Vestmark Advisory Solutions
Massachusetts
$259K -$43.9K -411 -14%
LG
512
Leuthold Group
Minnesota
$257K -$4.41M -41,315 -95%
BCV
513
Banque Cantonale Vaudoise
Switzerland
$256K – – –
AT
514
American Trust
Kentucky
$256K -$6.3K -59 -2%
CI
515
Cigna Investments
Connecticut
$254K – – –
FBT
516
First Bank & Trust
South Dakota
$252K +$15.4K +144 +6%
BL
517
Balentine LLC
Georgia
$251K -$2.46K -23 -1%
CNC
518
Canandaigua National Corp
New York
$246K -$57.4K -537 -19%
AP
519
Appleton Partners
Massachusetts
$246K – – –
PPC
520
Park Place Capital
Alabama
$246K +$246K +2,299 New
SWA
521
Sutton Wealth Advisors
Florida
$243K -$53.4K -500 -18%
PWPS
522
Pinnacle Wealth Planning Services
Ohio
$241K +$1.82K +17 +0.8%
VCG
523
Vantage Consulting Group
Virginia
$241K -$28.1K -263 -10%
SA
524
Syntax Advisors
New York
$241K -$28.1K -263 -10%
SWM
525
SeaCrest Wealth Management
New York
$238K -$321 -3 -0.1%
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