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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
AT
601
Arlington Trust
Alabama
$103K
SIM
602
Sentry Investment Management
Wisconsin
$101K -$20.6K -167 -17%
CI Investments Inc
603
CI Investments Inc
Ontario, Canada
$101K +$2.84K +23 +3%
DIP
604
DT Investment Partners
Pennsylvania
$88.9K
EBA
605
Eagle Bay Advisors
New York
$86.6K -$60.8K -493 -41%
Federated Hermes
606
Federated Hermes
Pennsylvania
$86.4K -$12.8K -104 -13%
AAM
607
Advisors Asset Management
Colorado
$85.9K +$12.3K +100 +17%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$85.9K +$21.4K +173 +33%
AA
609
Addison Advisors
Vermont
$83.1K +$3.58K +29 +5%
Loomis, Sayles & Company
610
Loomis, Sayles & Company
Massachusetts
$78K +$15.9K +129 +26%
WBC
611
Westpac Banking Corp
Australia
$77K +$40.4K +327 +110%
DAM
612
Delta Asset Management
Tennessee
$74.2K -$9.26K -75 -11%
TFF
613
The Family Firm
Maryland
$68.7K +$68.5K +555 New
PFBT
614
Parkside Financial Bank & Trust
Missouri
$68.4K +$8.52K +69 +14%
HPC
615
HM Payson & Co
Maine
$68K -$55.5K -450 -45%
CAL
616
Capital Advisors Ltd
Ohio
$65K -$247 -2 -0.4%
RIL
617
Rothschild Investment LLC
Illinois
$62.4K +$1.73K +14 +3%
AA
618
Alta Advisers
United Kingdom
$61.8K
FDCP
619
Foster Dykema Cabot & Partners
Massachusetts
$61.8K +$61.7K +500 New
BFEC
620
Benjamin F. Edwards & Company
Missouri
$61K
MCM
621
Manchester Capital Management
Vermont
$59.2K +$42.6K +345 +257%
BFPW
622
BOK Financial Private Wealth
Colorado
$58.8K +$58.7K +476 New
RMC
623
Resources Management Corp
Connecticut
$58K
CH
624
Cromwell Holdings
Wyoming
$57.4K +$57.3K +464 New
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$56.8K

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.