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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 %
EWA
601
EverSource Wealth Advisors
Alabama
$69.6K +$1.34K +11 +2%
CAL
602
Capital Advisors Ltd
Ohio
$68K +$773 +6 +1%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$67K -$4.62K -36 -6%
AF
604
Allworth Financial
California
$66.9K +$6.04K +47 +10%
Loomis, Sayles & Company
605
Loomis, Sayles & Company
Massachusetts
$65K +$23.7K +184 +57%
AWM
606
Avior Wealth Management
Nebraska
$65K +$65K +506 New
CTA
607
Colonial Trust Advisors
South Carolina
$64.5K +$64.2K +500 +25,000%
AA
608
Alta Advisers
United Kingdom
$64.2K – – –
RIL
609
Rothschild Investment LLC
Illinois
$63.1K +$2.57K +20 +4%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$63K – – –
PFBT
611
Parkside Financial Bank & Trust
Missouri
$62.2K +$8.99K +70 +17%
RMC
612
Resources Management Corp
Connecticut
$61K – – –
CFO
613
CVA Family Office
Colorado
$58.6K +$514 +4 +0.9%
PFP
614
Pinnacle Financial Partners
Tennessee
$56.8K – – –
WT
615
Whittier Trust
California
$55.7K – – –
FCA
616
FinTrust Capital Advisors
South Carolina
$55.1K +$17.6K +137 +47%
OA
617
Operose Advisors
Wisconsin
$53.3K – – –
TC
618
Trust Company
Kansas
$48.7K – – –
UB
619
UMB Bank
Missouri
$48.7K +$257 +2 +0.5%
TCM
620
TD Capital Management
Tennessee
$48.6K +$128 +1 +0.3%
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$47.9K +$1.16K +9 +2%
MFT
622
Moisand Fitzgerald Tamayo
Florida
$43.9K – – –
FRA
623
Front Row Advisors
California
$42.9K +$42.9K +333 New
RFG
624
RFP Financial Group
Georgia
$41.5K – – –
WBC
625
Westpac Banking Corp
Australia
$38K – – –
23 24
25
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