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Raymond James Financial

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
601
Whittier Trust
California
$48.4K -$1.12K -10 -2%
JWA
602
JFS Wealth Advisors
Pennsylvania
$48.2K +$2.68K +24 +6%
OA
603
Operose Advisors
Wisconsin
$46.3K -$67.9K -609 -59%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$46.2K -$781 -7 -2%
KI
605
Kapitalo Investimentos
Brazil
$45.4K -$4.35K -39 -9%
TC
606
Trust Company
Kansas
$42.3K
UB
607
UMB Bank
Missouri
$42K -$11.7K -105 -22%
TCM
608
TD Capital Management
Tennessee
$42K +$223 +2 +0.5%
LWANC
609
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.6K +$111 +1 +0.3%
AAM
610
Advisors Asset Management
Colorado
$38.6K +$4.8K +43 +14%
MFT
611
Moisand Fitzgerald Tamayo
Florida
$38.1K -$29.4K -264 -44%
RFG
612
RFP Financial Group
Georgia
$36K
Loomis, Sayles & Company
613
Loomis, Sayles & Company
Massachusetts
$36K
OPTFSNA
614
Old Point Trust & Financial Services N A
Virginia
$33.5K +$33.5K +300 New
WBC
615
Westpac Banking Corp
Australia
$33K
FCA
616
FinTrust Capital Advisors
South Carolina
$32.6K
TCWA
617
Turtle Creek Wealth Advisors
Texas
$29.9K +$29.9K +268 New
RAM
618
Riggs Asset Management
Pennsylvania
$27.9K
BCA
619
Bray Capital Advisors
Florida
$27.9K
OIAM
620
OFI Invest Asset Management
France
$26.7K +$1.21K +12 +5%
ZB
621
Zions Bancorporation
Utah
$26.6K
LS
622
Livforsakringsbolaget Skandia
Sweden
$26K
EC
623
EntryPoint Capital
New York
$21.5K +$21.5K +193 New
DMBA
624
Deseret Mutual Benefit Administrators
Utah
$21.4K -$5.69K -51 -21%
VNA
625
Valley National Advisers
Pennsylvania
$20K +$1.07K +10 +6%