Raymond James Financial
RJF
661 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 230 increasing their positions, 263 reducing their positions, and 88 closing their positions.
76% more call options, than puts
Call options by funds: $34M | Put options by funds: $19.3M
1.96% less ownership
Funds ownership: 75.96% → 74% (-2%)
5% less funds holding
Funds holding: 699 → 661 (-38)
13% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 263
14% less capital invested
Capital invested by funds: $17.3B → $14.8B (-$2.48B)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
30% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$172M |
| 2 |
JP Morgan Chase
New York
|
+$153M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$82.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$184M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
-$95.3M |
| 3 |
Holocene Advisors
New York
|
-$89.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$67.7M |
| 5 |
BlackRock
New York
|
-$50.2M |
RJF Hedge Fund Activity: Q1 2023 in Review
661 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2023, worth a combined $14.8B — down 14% from $17.3B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of RJF and 62 opened new positions — a net loss of 26 holders — while 263 trimmed existing stakes and 230 added.
The largest buyer was Fidelity Investments, adding an estimated $172M. The largest seller was First Trust Advisors, cutting an estimated $184M.
- 661 institutional investors held Raymond James Financial (RJF) as of Q1 2023, down from 699 in Q4 2022.
- Funds reported $14.8B of Raymond James Financial stock for Q1 2023, down 14% quarter-over-quarter.
- 62 funds opened new Raymond James Financial positions in Q1 2023 and 88 closed out, a net change of -26 holders.
- The largest Raymond James Financial buyer in Q1 2023 was Fidelity Investments, an estimated $172M added.
- The largest Raymond James Financial seller in Q1 2023 was First Trust Advisors, an estimated $184M sold.
Based on aggregated 13F filings for Q1 2023.