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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$173M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.5M
3
Bank of America
Bank of America
North Carolina
+$63.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$55M
5
Franklin Resources
Franklin Resources
California
+$53.5M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
-$238M
2
Morgan Stanley
Morgan Stanley
New York
-$213M
3
BlackRock
BlackRock
New York
-$148M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
5
Citadel Advisors
Citadel Advisors
Florida
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
501
Blue Chip Partners
Michigan
$324K +$1.28K +10 +0.4%
PWP
502
Phillips Wealth Planners
Mississippi
$323K +$1.1K +9 +0.3%
CT
503
Colonial Trust
South Carolina
$322K +$317K +2,490 +6,225%
LWAM
504
Legacy Wealth Asset Management
Minnesota
$316K +$3.21K +25 +1%
EI
505
EDMP Inc
Florida
$316K – – –
NW
506
NewEdge Wealth
Pennsylvania
$315K +$21K +169 +7%
DWM
507
Darwin Wealth Management
Florida
$315K +$899 +7 +0.3%
NCM
508
Novare Capital Management
North Carolina
$312K -$38.5K -300 -11%
SIC
509
Salem Investment Counselors
North Carolina
$311K -$5.8K -45 -2%
AWAU
510
Alliance Wealth Advisors (Utah)
Utah
$308K -$10.8K -84 -3%
HIA
511
Harbor Investment Advisory
Maryland
$298K – – –
VAS
512
Vestmark Advisory Solutions
Massachusetts
$296K -$1.67K -13 -0.6%
CWG
513
Cornerstone Wealth Group
North Carolina
$296K +$296K +2,304 New
RCAG
514
Rehmann Capital Advisory Group
Michigan
$296K +$28.8K +224 +11%
CFGS
515
Concourse Financial Group Securities
Alabama
$293K +$9.67K +75 +3%
HNB
516
Huntington National Bank
Ohio
$292K -$155K -1,204 -35%
SIC
517
Samalin Investment Counsel
New York
$291K -$48.9K -381 -14%
TAM
518
Trust Asset Management
Texas
$290K – – –
LSAG
519
Lake Street Advisors Group
New Hampshire
$286K +$4.12K +32 +1%
PWP
520
Principle Wealth Partners
Connecticut
$286K – – –
GCM
521
Graham Capital Management
Connecticut
$285K +$285K +2,221 New
BWG
522
Berry Wealth Group
Texas
$284K +$128 +1 +0%
SCM
523
Shelton Capital Management
Colorado
$281K – – –
IWC
524
Integrated Wealth Concepts
Massachusetts
$281K +$17.5K +136 +7%
AIA
525
Arbor Investment Advisors
North Carolina
$280K – – –
19 20
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