RJF icon

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
$175M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
3
Bank of America
Bank of America
North Carolina
$287M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$116M
5
Franklin Resources
Franklin Resources
California
$56.3M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BlackRock
BlackRock
New York
$1.95B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.32B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
576
Great Lakes Advisors
Illinois
$201K -$37.6K -293 -16%
DRS
577
Deane Retirement Strategies
Louisiana
$194K – – –
QCG
578
Quadrant Capital Group
Ohio
$178K +$2.83K +22 +2%
PI
579
PGGM Investments
Netherlands
$173K +$173K +1,350 New
MG
580
Mather Group
Illinois
$172K +$172K +1,546 New
BGAI
581
Bruce G. Allen Investments
Colorado
$163K +$1.54K +12 +1%
GRP
582
Global Retirement Partners
California
$161K +$1.93K +15 +1%
CPG
583
Custom Portfolio Group
Colorado
$160K – – –
PPC
584
Park Place Capital
Alabama
$156K -$58.9K -459 -27%
EBA
585
Eagle Bay Advisors
New York
$154K -$41K -318 -21%
PA
586
PSI Advisors
Florida
$149K – – –
LC
587
Lindbrook Capital
California
$148K +$2.44K +19 +2%
HPC
588
HM Payson & Co
Maine
$128K -$44.9K -350 -26%
SIM
589
Sentry Investment Management
Wisconsin
$126K – – –
GI
590
GAMMA Investing
California
$122K +$5.52K +43 +5%
FFA
591
Farther Finance Advisors
California
$113K +$12.3K +96 +12%
PCM
592
Penserra Capital Management
California
$113K -$105K -825 -48%
AT
593
Arlington Trust
Alabama
$107K -$5.53K -43 -5%
Federated Hermes
594
Federated Hermes
Pennsylvania
$103K -$8.99K -70 -8%
CI Investments Inc
595
CI Investments Inc
Ontario, Canada
$102K +$34.4K +268 +51%
DIP
596
DT Investment Partners
Pennsylvania
$92.3K – – –
DAM
597
Delta Asset Management
Tennessee
$86.7K -$385 -3 -0.4%
AA
598
Addison Advisors
Vermont
$82.6K +$11.7K +91 +16%
AAM
599
Advisors Asset Management
Colorado
$76.4K +$32K +249 +72%
PTC
600
Private Trust Company
Ohio
$72K +$61K +475 +552%
22 23
24
25 26