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Raymond James Financial
RJF

Overview Fund Activity

652 hedge funds and large institutions have $14.3B invested in Raymond James Financial in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 240 increasing their positions, 232 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
-6
Holders Change %
-0.91%
% of All Funds
11.02%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
73
Increased
240
Reduced
232
Closed
67
Calls
$86.7M
Puts
$66.6M
Net Calls
+$20M
Net Calls Change
-$18.1M

Top Buyers

1
Primecap Management
1
Primecap Management
California
$1.22B
2
BlackRock
2
BlackRock
New York
$1.63B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.05B
4
Morgan Stanley
4
Morgan Stanley
New York
$141M
5
Citadel Advisors
5
Citadel Advisors
Florida
$112M

Top Sellers

1
TAF
1
Tredje AP-fonden
Sweden
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$38.4M
3
State Street
3
State Street
Massachusetts
$775M
4
Prudential Financial
4
Prudential Financial
New Jersey
$22.3M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
626
KB Financial Partners
New Jersey
$3K – – –
BWM
627
BerganKDV Wealth Management
Minnesota
$3K – – –
ME
628
McIlrath & Eck
Washington
$3K – – –
CA
629
Centerpoint Advisors
Massachusetts
$3K – – –
MCM
630
Manchester Capital Management
Vermont
$3K +$103 +1 +4%
GAG
631
Goodman Advisory Group
Massachusetts
$3K +$3K +28 New
SBL
632
Sargent Bickham Lagudis
Colorado
$3K +$3K +34 New
DI
633
Disciplined Investments
Oklahoma
$2K -$435 -5 -18%
AFG
634
Albion Financial Group
Utah
$2K – – –
NC
635
NewSquare Capital
Pennsylvania
$2K – – –
RG
636
Retirement Group
California
$2K – – –
QC
637
Quent Capital
New York
$2K – – –
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
WWM
639
Wolff Wiese Magana
California
$2K +$2K +20 New
CA
640
CoreCap Advisors
Michigan
$2K +$2K +24 New
UFF
641
USA Financial Formulas
Michigan
$1K -$696K -9,050 -100%
GIA
642
GHP Investment Advisors
Colorado
$1K -$2.33K -21 -70%
JWM
643
Janiczek Wealth Management
Colorado
$1K – – –
TFM
644
TFC Financial Management
Massachusetts
$1K – – –
AWM
645
Atticus Wealth Management
Florida
$1K – – –
S
646
Surevest
California
$1K – – –
CMBA
647
C.M. Bidwell & Associates
Hawaii
$1K – – –
AWM
648
Accel Wealth Management
Iowa
$1K +$1K +11 New
SFG
649
Steward Financial Group
Texas
$1K +$1K +16 New
WPA
650
West Paces Advisors
Georgia
$536 +$89 +1 +20%
24 25
26
27 28