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Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$201M
2
Marshall Wace
Marshall Wace
United Kingdom
+$71.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$45.6M
4
Invesco
Invesco
Georgia
+$33.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$187M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$28.4M
4
Primecap Management
Primecap Management
California
-$28M
5
WCA
Waratah Capital Advisors
Ontario, Canada
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$237K +$1.56K +14 +0.7%
RWM
527
RBA Wealth Management
California
$236K -$17.2K -154 -7%
SIA
528
Schechter Investment Advisors
Michigan
$234K -$4.57K -41 -2%
CAG
529
Crestwood Advisors Group
Massachusetts
$234K -$4.91K -44 -2%
RWP
530
Revolve Wealth Partners
New Jersey
$233K -$5.69K -51 -2%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$232K -$4.8K -43 -2%
FI
532
Financial Insights
Washington
$230K +$230K +2,061 New
IWC
533
Integrated Wealth Concepts
Massachusetts
$229K +$1.9K +17 +0.8%
Robeco Institutional Asset Management
534
Robeco Institutional Asset Management
Netherlands
$228K +$33.1K +297 +17%
SW
535
SVB Wealth
Massachusetts
$226K -$2.23K -20 -1%
EWS
536
Eagle Wealth Strategies
New Jersey
$225K +$225K +2,022 New
UM
537
UniSuper Management
Australia
$225K +$69.1K +620 +44%
WA
538
Waverly Advisors
Alabama
$223K +$223K +2,004 New
CI
539
Cigna Investments
Connecticut
$223K -$5.57K -50 -2%
AMCA
540
Arthur M. Cohen & Associates
Illinois
$223K – – –
SWP
541
Stratos Wealth Partners
Ohio
$221K +$221K +1,978 New
SF
542
Synovus Financial
Georgia
$220K +$220K +1,976 New
EA
543
Everpar Advisors
Oklahoma
$219K +$219K +1,964 New
BJL
544
Brighton Jones LLC
Washington
$216K +$216K +1,939 New
XT
545
XTX Topco
Cayman Islands
$214K -$758K -6,797 -78%
CI
546
CX Institutional
Indiana
$209K +$209K +1,876 New
GLA
547
Great Lakes Advisors
Illinois
$207K +$207K +1,857 New
OHWP
548
Oak Harbor Wealth Partners
North Carolina
$207K +$207K +1,856 New
SAA
549
Southeast Asset Advisors
Georgia
$206K +$206K +1,846 New
ECU
550
Eisler Capital (UK)
United Kingdom
$205K +$205K +1,837 New
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