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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 %
DRS
526
Deane Retirement Strategies
Louisiana
$141K – – –
EWM
527
Endurance Wealth Management
Rhode Island
$131K – – –
DGAM
528
Desjardins Global Asset Management
Quebec, Canada
$120K +$120K +1,284 New
SIM
529
Sentry Investment Management
Wisconsin
$119K -$1.31K -14 -1%
IAIM
530
International Assets Investment Management
Florida
$114K +$114K +1,218 New
PPWM
531
PFG Private Wealth Management
Florida
$109K +$109K +1,171 New
PA
532
PSI Advisors
Florida
$108K – – –
QCG
533
Quadrant Capital Group
Ohio
$106K -$3.45K -37 -3%
TF
534
TimeScale Financial
Massachusetts
$105K +$280 +3 +0.3%
KI
535
Kapitalo Investimentos
Brazil
$104K +$25.4K +272 +32%
GRP
536
Global Retirement Partners
California
$104K +$70K +830 +209%
AS
537
AM Squared
Hong Kong
$103K -$93.3K -1,000 -48%
PCM
538
Penserra Capital Management
California
$95K – – –
PA
539
Parallel Advisors
California
$81.8K -$25.7K -275 -24%
SWM
540
Spire Wealth Management
Virginia
$80.2K +$7.18K +77 +10%
EWA
541
EverSource Wealth Advisors
Alabama
$79.9K -$5.6K -60 -7%
AP
542
Arlington Partners
Alabama
$77.5K – – –
TCM
543
TD Capital Management
Tennessee
$72K +$72K +772 New
LC
544
Lindbrook Capital
California
$71.2K -$2.24K -24 -3%
CT
545
Cambridge Trust
Massachusetts
$66.9K – – –
WT
546
Whittier Trust
California
$66.9K – – –
DIP
547
DT Investment Partners
Pennsylvania
$64.5K – – –
DAM
548
Delta Asset Management
Tennessee
$63K – – –
BFEC
549
Benjamin F. Edwards & Company
Missouri
$60K -$43.3K -468 -42%
MFT
550
Moisand Fitzgerald Tamayo
Florida
$57.5K +$1.03K +11 +2%
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