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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
SWA
576
Sax Wealth Advisors
New Jersey
$214K +$2.71K +22 +1%
AWS
577
Atria Wealth Solutions
New York
$213K -$305K -2,471 -59%
LA
578
Legacy Advisors
Pennsylvania
$212K +$1.85K +15 +0.9%
SOW
579
State of Wyoming
Wyoming
$212K +$4.2K +34 +2%
SC
580
Steph & Co
Wisconsin
$212K -$22.6K -183 -10%
SDIC
581
South Dakota Investment Council
South Dakota
$210K
MAS
582
Meeder Advisory Services
Ohio
$210K +$209K +1,695 New
WPC
583
Wedmont Private Capital
Pennsylvania
$204K +$208K +1,683 New
MG
584
Mather Group
Illinois
$204K +$4.81K +39 +3%
MIM
585
Moseley Investment Management
Florida
$203K
DS
586
DRW Securities
Illinois
$200K +$201K +1,626 New
HAG
587
HighPoint Advisor Group
Illinois
$200K +$14.2K +115 +7%
DRS
588
Deane Retirement Strategies
Louisiana
$186K
QCG
589
Quadrant Capital Group
Ohio
$184K +$12.6K +102 +7%
FHA
590
First Horizon Advisors
Tennessee
$171K -$35.1K -284 -17%
PI
591
PGGM Investments
Netherlands
$167K
GI
592
GAMMA Investing
California
$166K +$48.1K +390 +41%
BGAI
593
Bruce G. Allen Investments
Colorado
$156K -$617 -5 -0.4%
CPG
594
Custom Portfolio Group
Colorado
$154K
LC
595
Lindbrook Capital
California
$148K +$5.68K +46 +4%
PA
596
PSI Advisors
Florida
$143K
PPC
597
Park Place Capital
Alabama
$125K -$25.3K -205 -17%
FFA
598
Farther Finance Advisors
California
$113K +$4.94K +40 +5%
PCM
599
Penserra Capital Management
California
$110K +$987 +8 +0.9%
CT
600
Caldwell Trust
Florida
$107K

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.