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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
551
Confluence Wealth Services
Pennsylvania
$250K
VCG
552
Vantage Consulting Group
Virginia
$249K +$4.57K +37 +2%
AMCA
553
Arthur M. Cohen & Associates
Illinois
$247K
DCM
554
Driehaus Capital Management
Illinois
$244K +$244K +1,977 New
CI
555
Cigna Investments
Connecticut
$243K -$4.94K -40 -2%
SWP
556
Stratos Wealth Partners
Ohio
$241K -$20K -162 -8%
SF
557
Synovus Financial
Georgia
$239K -$4.94K -40 -2%
FI
558
FWG Investments
Kentucky
$234K +$3.46K +28 +1%
BC
559
Bridgefront Capital
Texas
$233K +$232K +1,883 New
SW
560
SVB Wealth
Massachusetts
$232K -$25.3K -205 -10%
JWCA
561
J.W. Coons Advisors
Ohio
$231K +$231K +1,872 New
CAG
562
Crestwood Advisors Group
Massachusetts
$230K -$32.7K -265 -12%
SAA
563
Southeast Asset Advisors
Georgia
$228K
ACM
564
Allred Capital Management
Texas
$227K +$4.32K +35 +2%
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$226K -$617 -5 -0.3%
GRP
566
Global Retirement Partners
California
$225K +$70K +567 +45%
VFA
567
Valeo Financial Advisors
Indiana
$224K +$223K +1,809 New
FBT
568
First Bank & Trust
South Dakota
$223K
RWM
569
RBA Wealth Management
California
$221K -$2.1K -17 -0.9%
CTC
570
Central Trust Company
Missouri
$221K +$123 +1 +0.1%
BP
571
Ballentine Partners
Massachusetts
$220K -$5.55K -45 -2%
PS
572
Principal Securities
Iowa
$219K +$7.04K +57 +3%
Axa
573
Axa
France
$219K +$2.47K +20 +1%
PA
574
Parallel Advisors
California
$219K +$4.57K +37 +2%
DWM
575
Dynasty Wealth Management
Florida
$217K +$217K +1,757 New

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.