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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 %
FLC
526
Fifth Lane Capital
Texas
$280K +$280K +2,179 New
CCA
527
Cadent Capital Advisors
Oklahoma
$279K – – –
CNBT
528
Canandaigua National Bank & Trust
New York
$279K -$7.96K -62 -3%
IGAM
529
iA Global Asset Management
Quebec, Canada
$279K +$279K +2,175 New
SFA
530
Sequoia Financial Advisors
Ohio
$277K -$101K -789 -27%
PWPS
531
Pinnacle Wealth Planning Services
Ohio
$273K – – –
CAG
532
Crestwood Advisors Group
Massachusetts
$273K +$3.08K +24 +1%
SWP
533
Stratos Wealth Partners
Ohio
$271K +$17.1K +133 +7%
RWP
534
Revolve Wealth Partners
New Jersey
$271K +$1.67K +13 +0.6%
SW
535
SVB Wealth
Massachusetts
$267K +$6.94K +54 +3%
SIA
536
Schechter Investment Advisors
Michigan
$266K -$3.6K -28 -1%
FI
537
Financial Insights
Washington
$265K – – –
Robeco Institutional Asset Management
538
Robeco Institutional Asset Management
Netherlands
$262K – – –
AWM
539
AE Wealth Management
Kansas
$262K -$105K -821 -29%
AIP
540
Ameritas Investment Partners
Nebraska
$261K -$17.2K -134 -6%
CWS
541
Confluence Wealth Services
Pennsylvania
$260K -$17.1K -133 -6%
CI
542
Cigna Investments
Connecticut
$258K – – –
AMCA
543
Arthur M. Cohen & Associates
Illinois
$257K – – –
WA
544
Waverly Advisors
Alabama
$257K -$642 -5 -0.2%
VCG
545
Vantage Consulting Group
Virginia
$254K -$27.1K -211 -10%
SF
546
Synovus Financial
Georgia
$254K – – –
ASN
547
Advisory Services Network
Georgia
$252K +$48.7K +379 +24%
SC
548
Steph & Co
Wisconsin
$243K +$106K +829 +78%
FI
549
FWG Investments
Kentucky
$240K +$240K +1,868 New
OHWP
550
Oak Harbor Wealth Partners
North Carolina
$238K – – –
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