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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
601
Smithfield Trust
Pennsylvania
$11K -$87.7K -957 -89%
AF
602
Advisornet Financial
Minnesota
$10.8K -$2.05K -22 -16%
PWMG
603
Prestige Wealth Management Group
New Jersey
$10.4K – – –
GEA
604
Glen Eagle Advisors
New Jersey
$10.3K +$4.1K +44 +67%
BAAM
605
Baker Avenue Asset Management
California
$9.89K +$560 +6 +6%
ST
606
Sageworth Trust
Pennsylvania
$9.33K +$9.33K +100 New
HCP
607
Hexagon Capital Partners
Arkansas
$8.95K -$466 -5 -5%
CA
608
Clearstead Advisors
Ohio
$8.68K +$933 +10 +12%
HI
609
Harbour Investments
Wisconsin
$8.49K -$4.01K -43 -32%
RMC
610
Resources Management Corp
Connecticut
$8K -$7.94M -61,497 -100%
CIA
611
Cascade Investment Advisors
Oregon
$7K -$1.3M -13,905 -99%
QC
612
Quent Capital
New York
$5.13K – – –
CCM
613
Copeland Capital Management
Pennsylvania
$5K – – –
WTA
614
Washington Trust Advisors
Massachusetts
$4.94K – – –
SC
615
Schubert & Co
Texas
$4.38K -$2.89K -31 -40%
CWP
616
Concord Wealth Partners
Virginia
$4.2K -$1.87K -20 -31%
TFGT
617
TS Financial Group (TSFG)
Illinois
$4K – – –
CA
618
Centerpoint Advisors
Massachusetts
$4K +$842 +8 +27%
SWA
619
SOA Wealth Advisors
New York
$3.83K -$1.4K -15 -27%
CFD
620
Creative Financial Designs
Indiana
$3.64K +$3.64K +39 New
BWM
621
BerganKDV Wealth Management
Minnesota
$3.13K +$92 +1 +3%
ME
622
McIlrath & Eck
Washington
$3.02K – – –
KFP
623
KB Financial Partners
New Jersey
$3K – – –
FMP
624
Financial Management Professionals
Texas
$3K +$3K +31 New
Jones Financial Companies
625
Jones Financial Companies
Missouri
$2.99K +$2.8K +30 +1,500%
23 24
25
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