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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 %
C
551
Covestor
United Kingdom
$53K -$19.4K -209 -27%
AF
552
Allworth Financial
California
$49.9K -$3.26K -35 -6%
EI
553
Ellevest Inc
New York
$49.2K -$30.3K -325 -38%
CI Investments Inc
554
CI Investments Inc
Ontario, Canada
$48K -$2.62K -28 -5%
AA
555
Alta Advisers
United Kingdom
$46.6K – – –
PFBT
556
Parkside Financial Bank & Trust
Missouri
$46.4K -$1.77K -19 -4%
UB
557
UMB Bank
Missouri
$45.8K -$1.96K -21 -4%
AIM
558
Achmea Investment Management
Netherlands
$45K -$736K -7,855 -94%
FFA
559
Farther Finance Advisors
California
$43.8K +$3.08K +33 +8%
CFO
560
CVA Family Office
Colorado
$42.2K -$14.5K -155 -26%
PFP
561
Pinnacle Financial Partners
Tennessee
$41.2K – – –
JWA
562
JFS Wealth Advisors
Pennsylvania
$36.3K -$4.95K -53 -12%
SSG
563
Summit Securities Group
New York
$36K +$17.6K +187 +96%
TC
564
Trust Company
Kansas
$35.3K – – –
SOW
565
State of Wyoming
Wyoming
$33.9K +$2.15K +23 +7%
LWANC
566
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.5K – – –
FRA
567
Front Row Advisors
California
$32K -$187 -2 -0.6%
FCA
568
FinTrust Capital Advisors
South Carolina
$31.2K – – –
TFA
569
Toth Financial Advisory
Virginia
$28.4K – – –
OA
570
Operose Advisors
Wisconsin
$28K – – –
AAS
571
Ameritas Advisory Services
Nebraska
$28K +$28K +300 New
AA
572
Addison Advisors
Vermont
$25.7K +$1.4K +15 +6%
JGIA
573
Jackson Grant Investment Advisers
Connecticut
$25.6K +$1.68K +18 +7%
DMBA
574
Deseret Mutual Benefit Administrators
Utah
$24.1K – – –
MPWT
575
MassMutual Private Wealth & Trust
Connecticut
$23.8K +$4.1K +44 +21%
21 22
23
24 25