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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
501
Bleakley Financial Group
New Jersey
$320K -$1.98K -16 -0.6%
Capstone Investment Advisors
502
Capstone Investment Advisors
New York
$319K -$2.1K -17 -0.7%
PWP
503
Phillips Wealth Planners
Mississippi
$318K
CA
504
Calton & Associates
Florida
$315K -$8.02K -65 -2%
DAS
505
Dynamic Advisor Solutions
Arizona
$315K -$21.7K -176 -6%
EFS
506
Essex Financial Services
Connecticut
$314K -$13.1K -106 -4%
P
507
&Partners
Tennessee
$314K +$314K +2,543 New
BCP
508
Blue Chip Partners
Michigan
$313K +$1.23K +10 +0.4%
CCA
509
Checchi Capital Advisers
California
$312K -$2.47K -20 -0.8%
LWAM
510
Legacy Wealth Asset Management
Minnesota
$312K +$7.28K +59 +2%
EI
511
EDMP Inc
Florida
$309K +$5.31K +43 +2%
CG
512
Clarus Group
Texas
$309K -$62K -502 -17%
SFA
513
Sequoia Financial Advisors
Ohio
$309K +$42.3K +343 +16%
PCS
514
Personal CFO Solutions
New Jersey
$307K -$51.6K -418 -14%
Walleye Capital
515
Walleye Capital
New York
$306K +$305K +2,475 New
CT
516
Colonial Trust
South Carolina
$303K -$4.69K -38 -2%
SIC
517
Salem Investment Counselors
North Carolina
$298K
NW
518
NewEdge Wealth
Pennsylvania
$297K -$17.3K -140 -6%
PWG
519
Portside Wealth Group
Utah
$297K -$153K -1,236 -34%
Simplex Trading
520
Simplex Trading
Illinois
$294K +$294K +2,380 New
SIA
521
Schechter Investment Advisors
Michigan
$294K +$37.5K +304 +15%
PVI
522
Pine Valley Investments
New Jersey
$290K +$95K +770 +49%
CWG
523
Cornerstone Wealth Group
North Carolina
$288K +$3.58K +29 +1%
HNB
524
Huntington National Bank
Ohio
$287K +$5.8K +47 +2%
HIA
525
Harbor Investment Advisory
Maryland
$286K

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.