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Raymond James Financial
RJF

Overview Fund Activity

662 hedge funds and large institutions have $16.1B invested in Raymond James Financial in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 242 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+10
Holders Change %
+1.53%
% of All Funds
11.45%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
74
Increased
219
Reduced
242
Closed
58
Calls
$67.1M
Puts
$71.7M
Net Calls
-$4.67M
Net Calls Change
-$24.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$971M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$454M
3
American Century Companies
American Century Companies
Missouri
$39.3M
4
AII
AGF Investments Inc
Ontario, Canada
$202M
5
PAM
Panagora Asset Management
Massachusetts
$42M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$83.2M
2
BlackRock
BlackRock
New York
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$59.7M
4
Charles Schwab
Charles Schwab
California
$97.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$6.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
626
SOA Wealth Advisors
New York
$6K -$1.11K -12 -16%
CCM
627
Covington Capital Management
California
$6K – – –
SC
628
Schubert & Co
Texas
$6K +$724 +7 +14%
ACM
629
Absolute Capital Management
Pennsylvania
$6K +$6K +61 New
PI
630
PFS Investments
Georgia
$5.39K +$1.34K +13,599 +33%
CCM
631
Copeland Capital Management
Pennsylvania
$5K – – –
CWC
632
Carolinas Wealth Consulting
North Carolina
$5K – – –
QC
633
Quent Capital
New York
$5K +$3K +33 +150%
CAL
634
Capital Advisors Ltd
Ohio
$5K +$5K +50 New
KFP
635
KB Financial Partners
New Jersey
$4K – – –
ME
636
McIlrath & Eck
Washington
$3K – – –
CA
637
Centerpoint Advisors
Massachusetts
$3K – – –
BWM
638
BerganKDV Wealth Management
Minnesota
$3K – – –
MCM
639
Manchester Capital Management
Vermont
$3K – – –
GAG
640
Goodman Advisory Group
Massachusetts
$3K – – –
DI
641
Disciplined Investments
Oklahoma
$3K +$774 +8 +35%
CMBA
642
C.M. Bidwell & Associates
Hawaii
$2K – – –
NC
643
NewSquare Capital
Pennsylvania
$2K – – –
JWM
644
Janiczek Wealth Management
Colorado
$2K – – –
WWM
645
Wolff Wiese Magana
California
$2K – – –
AWM
646
Abound Wealth Management
Tennessee
$1.49K +$1.49K +15 New
UFF
647
USA Financial Formulas
Michigan
$1K – – –
AWM
648
Atticus Wealth Management
Florida
$1K – – –
S
649
Surevest
California
$1K – – –
TFM
650
TFC Financial Management
Massachusetts
$1K – – –
24 25
26
27 28