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Raymond James Financial
RJF

Overview Fund Activity

662 hedge funds and large institutions have $16.1B invested in Raymond James Financial in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
11.45%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
74
Increased
219
Reduced
242
Closed
58
Calls
$67.1M
Puts
$71.7M
Net Calls
-$4.67M
Net Calls Change
-$24.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$971M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$454M
3
American Century Companies
American Century Companies
Missouri
$39.3M
4
AII
AGF Investments Inc
Ontario, Canada
$202M
5
PAM
Panagora Asset Management
Massachusetts
$42M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$83.2M
2
BlackRock
BlackRock
New York
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$59.7M
4
Charles Schwab
Charles Schwab
California
$97.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$6.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
576
JFS Wealth Advisors
Pennsylvania
$40K +$2.46K +25 +7%
GWM
577
Geneos Wealth Management
Colorado
$39K -$72.3K -742 -65%
TC
578
Trust Company
Kansas
$37K – – –
LWANC
579
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K – – –
DA
580
Denali Advisors
California
$35K – – –
FRA
581
Front Row Advisors
California
$34K -$986 -10 -3%
EW
582
Evoke Wealth
California
$34K -$300 -3 -0.9%
BCA
583
Bray Capital Advisors
Florida
$30K – – –
OA
584
Operose Advisors
Wisconsin
$30K – – –
FCA
585
FinTrust Capital Advisors
South Carolina
$30K – – –
Fuller & Thaler Asset Management
586
Fuller & Thaler Asset Management
California
$27K -$1.6K -16 -6%
ZB
587
Zions Bancorporation
Utah
$27K -$1.08K -11 -4%
SC
588
Steph & Co
Wisconsin
$25K – – –
RAM
589
Riggs Asset Management
Pennsylvania
$25K – – –
JGIA
590
Jackson Grant Investment Advisers
Connecticut
$25K – – –
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$24K -$5.93K -59 -20%
LS
592
Livforsakringsbolaget Skandia
Sweden
$23K -$59.5K -600 -72%
GWS
593
Glassman Wealth Services
Virginia
$23K -$2.96K -30 -11%
CTB
594
Country Trust Bank
Illinois
$22K – – –
Bank of Montreal
595
Bank of Montreal
Ontario, Canada
$20.4K +$4.87K +48,258 +31%
AA
596
Addison Advisors
Vermont
$20K +$9.03K +93 +82%
ECG
597
Edge Capital Group
Georgia
$20K +$20K +202 New
PTC
598
Private Trust Company
Ohio
$19K -$784 -8 -4%
WTA
599
Washington Trust Advisors
Massachusetts
$19K +$200 +2 +1%
DBG
600
De Burlo Group
Massachusetts
$19K +$19K +192 New
22 23
24
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