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Raymond James Financial
RJF

Overview Fund Activity

638 hedge funds and large institutions have $16.4B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 217 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-19
Holders Change %
-2.89%
% of All Funds
10.06%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
62
Increased
217
Reduced
250
Closed
80
Calls
$50.3M
Puts
$48.1M
Net Calls
+$2.16M
Net Calls Change
-$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$370M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.18B
3
Citadel Advisors
Citadel Advisors
Florida
$139M
4
BlackRock
BlackRock
New York
$1.78B
5
CVA
Ceredex Value Advisors
Florida
$73.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$744M
2
Millennium Management
Millennium Management
New York
$2.19M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$229M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.37B
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
576
Farmers & Merchants Investments Inc
Nebraska
$12.6K – – –
ST
577
Smithfield Trust
Pennsylvania
$12K – – –
PWMG
578
Prestige Wealth Management Group
New Jersey
$11.6K – – –
CPG
579
Cornerstone Planning Group
New Jersey
$11.5K +$11.5K +111 New
GEA
580
Glen Eagle Advisors
New Jersey
$11.4K – – –
HCP
581
Hexagon Capital Partners
Arkansas
$10.3K +$311 +3 +3%
BG
582
Bollard Group
Massachusetts
$10K +$10K +94 New
WTC
583
WhitTier Trust Company
Nevada
$9.96K +$9.96K +96 New
MCM
584
MV Capital Management
Maryland
$9.13K -$6.12K -59 -40%
GKIM
585
GW&K Investment Management
Massachusetts
$9K +$8.68K +82 +2,733%
PTC
586
Private Trust Company
Ohio
$8.92K -$10.7K -103 -54%
BAAM
587
Baker Avenue Asset Management
California
$8.92K -$2.08K -20 -19%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$7.78K +$7.78K +75 New
FDCC
589
Foster Dykema Cabot & Co
Massachusetts
$7K +$7K +67 New
CFD
590
Creative Financial Designs
Indiana
$6.85K +$2.8K +27 +69%
BF
591
BOK Financial
Oklahoma
$6.33K -$2.74M -26,399 -100%
QC
592
Quent Capital
New York
$5.71K – – –
TWC
593
TD Waterhouse Canada
Ontario, Canada
$5.4K +$5.4K +52 New
CCM
594
Copeland Capital Management
Pennsylvania
$5.09K – – –
CWP
595
Concord Wealth Partners
Virginia
$4.67K – – –
FGAM
596
Financial Gravity Asset Management
Texas
$4.44K +$4.44K +104 New
SWA
597
SOA Wealth Advisors
New York
$4.26K – – –
CT
598
Colonial Trust
South Carolina
$4.25K +$1.24K +12 +41%
CA
599
Centerpoint Advisors
Massachusetts
$4K – – –
KFP
600
KB Financial Partners
New Jersey
$4K – – –
22 23
24
25 26