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Raymond James Financial
RJF

Overview Fund Activity

755 hedge funds and large institutions have $18.8B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 263 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+15
Holders Change %
+2.03%
% of All Funds
10.92%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
75
Increased
278
Reduced
263
Closed
53
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
Millennium Management
2
Millennium Management
New York
$66.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$557M
4
CVA
4
Ceredex Value Advisors
Florida
$88.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$51.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$4.21M
2
APG Asset Management
2
APG Asset Management
Netherlands
$57.5M
3
Truist Financial
3
Truist Financial
North Carolina
$56M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.07M
5
BlackRock
5
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
526
Clarus Group
Texas
$306K – – –
DWM
527
Drive Wealth Management
Utah
$306K -$13.5K -110 -4%
CT
528
Colonial Trust
South Carolina
$306K +$367 +3 +0.1%
PWG
529
Portside Wealth Group
Utah
$306K +$11.4K +93 +4%
PCS
530
Personal CFO Solutions
New Jersey
$305K +$612 +5 +0.2%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$304K +$26.2K +214 +9%
Vontobel Holding
532
Vontobel Holding
Switzerland
$299K +$16.8K +137 +6%
SIC
533
Salem Investment Counselors
North Carolina
$295K – – –
P
534
Pitcairn
Pennsylvania
$294K -$139K -1,138 -32%
LSAG
535
Lake Street Advisors Group
New Hampshire
$293K +$18K +147 +7%
SFA
536
Sequoia Financial Advisors
Ohio
$292K -$14K -114 -5%
BHCM
537
Brevan Howard Capital Management
Jersey
$291K -$700K -5,713 -71%
GWM
538
Gitterman Wealth Management
New Jersey
$289K +$289K +2,361 New
CWG
539
Cornerstone Wealth Group
North Carolina
$284K -$1.23K -10 -0.4%
HIA
540
Harbor Investment Advisory
Maryland
$284K – – –
SPA
541
Sherbrooke Park Advisers
New York
$283K -$1.27M -10,345 -82%
RCAG
542
Rehmann Capital Advisory Group
Michigan
$281K +$7.28K +59 +3%
HNB
543
Huntington National Bank
Ohio
$278K -$6K -49 -2%
TAM
544
Trust Asset Management
Texas
$277K – – –
CI
545
CX Institutional
Indiana
$276K +$4.53K +37 +2%
FI
546
FWG Investments
Kentucky
$276K +$44.1K +360 +19%
PWP
547
Principle Wealth Partners
Connecticut
$272K – – –
HAG
548
HighPoint Advisor Group
Illinois
$271K +$21.1K +146 +8%
CFGS
549
Concourse Financial Group Securities
Alabama
$268K -$13.3K -109 -5%
EI
550
EDMP Inc
Florida
$267K -$38.8K -317 -13%
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