RJF icon

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 %
AIA
551
Arbor Investment Advisors
North Carolina
$267K – – –
CCA
552
Cadent Capital Advisors
Oklahoma
$266K – – –
BP
553
Ballentine Partners
Massachusetts
$264K +$46.5K +380 +21%
Focus Partners Wealth
554
Focus Partners Wealth
Massachusetts
$263K +$263K +2,151 New
PWPS
555
Pinnacle Wealth Planning Services
Ohio
$259K -$122 -1 -0%
RWP
556
Revolve Wealth Partners
New Jersey
$257K +$490 +4 +0.2%
BWG
557
Berry Wealth Group
Texas
$256K -$15.7K -128 -6%
NCM
558
Novare Capital Management
North Carolina
$255K – – –
FI
559
Financial Insights
Washington
$252K – – –
CWS
560
Confluence Wealth Services
Pennsylvania
$248K – – –
AMCA
561
Arthur M. Cohen & Associates
Illinois
$246K – – –
SC
562
Savant Capital
Illinois
$246K +$246K +2,005 New
CNBT
563
Canandaigua National Bank & Trust
New York
$244K -$20.9K -171 -8%
MIM
564
Morningstar Investment Management
Illinois
$242K +$242K +1,859 New
CI
565
Cigna Investments
Connecticut
$241K – – –
PA
566
Parallel Advisors
California
$241K +$23.8K +194 +11%
LA
567
Legacy Advisors
Pennsylvania
$240K +$29.9K +244 +14%
PS
568
Principal Securities
Iowa
$239K +$21.6K +176 +10%
SF
569
Synovus Financial
Georgia
$237K – – –
SIA
570
Schechter Investment Advisors
Michigan
$236K -$55.1K -450 -19%
CAG
571
Crestwood Advisors Group
Massachusetts
$235K +$7.1K +58 +3%
SW
572
Simplicity Wealth
New Jersey
$230K -$287K -2,341 -56%
AIP
573
Ameritas Investment Partners
Nebraska
$230K -$19.3K -158 -8%
SSA
574
Schonfeld Strategic Advisors
New York
$230K -$483K -3,945 -68%
ACM
575
Allred Capital Management
Texas
$229K +$4.29K +35 +2%
21 22
23
24 25