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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$20.4M
2
SCA
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
Citadel Advisors
Florida
$44.2M
5
BlackRock
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
501
Sutton Wealth Advisors
Florida
$212K -$280 -3 -0.1%
TAM
502
Trust Asset Management
Texas
$211K +$8.21K +88 +4%
LG
503
Leuthold Group
Minnesota
$209K -$14.7K -158 -7%
PWPS
504
Pinnacle Wealth Planning Services
Ohio
$208K -$2.61K -28 -1%
SWM
505
SeaCrest Wealth Management
New York
$208K -$93 -1 -0%
PWP
506
Principle Wealth Partners
Connecticut
$208K – – –
HFW
507
Horizon Family Wealth
Illinois
$207K +$746 +8 +0.4%
WS
508
Wedbush Securities
California
$206K +$206K +2,207 New
PI
509
PineBridge Investments
New York
$205K -$13.2M -141,076 -98%
SIA
510
Schechter Investment Advisors
Michigan
$204K -$29.8K -320 -13%
CCM
511
Coldstream Capital Management
Washington
$204K -$25.2K -270 -11%
AIA
512
Arbor Investment Advisors
North Carolina
$203K – – –
AP
513
Appleton Partners
Massachusetts
$203K -$11.7K -125 -5%
First Eagle Investment Management
514
First Eagle Investment Management
New York
$201K +$187K +2,005 +1,310%
SW
515
SVB Wealth
Massachusetts
$200K -$30.6K -328 -13%
PVI
516
Pine Valley Investments
New Jersey
$200K +$200K +2,319 New
IA
517
IFP Advisors
Florida
$200K -$4.6M -46,926 -96%
CTC
518
Central Trust Company
Missouri
$170K +$93 +1 +0.1%
SDIC
519
South Dakota Investment Council
South Dakota
$159K +$56.1K +600 +55%
BAM
520
Belpointe Asset Management
Nevada
$154K +$34.8K +373 +29%
FHA
521
First Horizon Advisors
Tennessee
$153K -$28.1K -301 -16%
HPC
522
HM Payson & Co
Maine
$151K +$144K +1,541 +1,879%
ASN
523
Advisory Services Network
Georgia
$150K +$746 +8 +0.5%
EBA
524
Eagle Bay Advisors
New York
$150K -$41.6K -446 -22%
Bessemer Group
525
Bessemer Group
New Jersey
$146K -$29.7K -320 -17%
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