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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 %
SAA
551
Southeast Asset Advisors
Georgia
$237K – – –
CI
552
CX Institutional
Indiana
$237K -$3.98K -31 -2%
AGWCA
553
Annis Gardner Whiting Capital Advisors
Florida
$236K +$4.12K +32 +2%
SAM
554
Smartleaf Asset Management
Massachusetts
$235K +$38.9K +305 +20%
BP
555
Ballentine Partners
Massachusetts
$234K +$234K +1,821 New
FBT
556
First Bank & Trust
South Dakota
$232K – – –
RWM
557
RBA Wealth Management
California
$232K -$39.8K -310 -15%
ACM
558
Allred Capital Management
Texas
$231K +$231K +1,800 New
CTC
559
Central Trust Company
Missouri
$229K +$1.8K +14 +0.8%
Axa
560
Axa
France
$225K +$225K +1,752 New
PA
561
Parallel Advisors
California
$223K +$15.9K +124 +8%
PS
562
Principal Securities
Iowa
$220K +$47.5K +370 +27%
SWA
563
Sax Wealth Advisors
New Jersey
$220K +$220K +1,710 New
LA
564
Legacy Advisors
Pennsylvania
$219K +$219K +1,700 New
XT
565
XTX Topco
Cayman Islands
$219K -$28.4K -221 -11%
SDIC
566
South Dakota Investment Council
South Dakota
$218K -$76.9K -600 -26%
SOW
567
State of Wyoming
Wyoming
$216K +$106K +825 +96%
FHA
568
First Horizon Advisors
Tennessee
$214K -$2.95K -23 -1%
PCA
569
Prosperity Capital Advisors
Ohio
$212K +$212K +1,650 New
MIM
570
Moseley Investment Management
Florida
$211K -$114K -887 -35%
Connor, Clark & Lunn Investment Management (CC&L)
571
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$211K -$1.65M -12,879 -89%
BAM
572
Berkshire Asset Management
Pennsylvania
$205K +$205K +1,595 New
PVI
573
Pine Valley Investments
New Jersey
$203K +$203K +1,579 New
HAG
574
HighPoint Advisor Group
Illinois
$203K +$1.63K +13 +0.8%
CA
575
Carson Advisory
Georgia
$202K +$202K +1,570 New
21 22
23
24 25