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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
626
Colonial Trust
South Carolina
$2.67K -$369 -4 -12%
Commonwealth Equity Services
627
Commonwealth Equity Services
Massachusetts
$2.66K +$138 +1,475 +5%
AWM
628
Abound Wealth Management
Tennessee
$2.61K – – –
GAG
629
Goodman Advisory Group
Massachusetts
$2.61K – – –
GBT
630
Grove Bank & Trust
Florida
$2.61K +$1.68K +18 +180%
MCM
631
Manchester Capital Management
Vermont
$2.43K -$93 -1 -4%
DI
632
Disciplined Investments
Oklahoma
$2.24K -$373 -4 -14%
CAL
633
Capital Advisors Ltd
Ohio
$2K -$46.7K -514 -96%
SIA
634
SkyView Investment Advisors
New Jersey
$2K +$2K +19 New
GWM
635
Geneos Wealth Management
Colorado
$1.96K -$35.4K -379 -95%
SSC
636
Syverson Strege & Co
Iowa
$1.87K +$1.87K +20 New
MBFW
637
Morton Brown Family Wealth
Pennsylvania
$1.68K +$1.68K +18 New
NSG
638
Nalls Sherbakoff Group
Tennessee
$1.66K +$1.66K +18 New
CMBA
639
C.M. Bidwell & Associates
Hawaii
$1.49K – – –
TFM
640
TFC Financial Management
Massachusetts
$1.4K +$560 +6 +67%
JWM
641
Janiczek Wealth Management
Colorado
$1.31K – – –
BBHC
642
Brown Brothers Harriman & Co
New York
$1.31K +$93 +1 +8%
UFF
643
USA Financial Formulas
Michigan
$1.21K +$1.21K +13 New
AWM
644
Accel Wealth Management
Iowa
$1.03K – – –
Fuller & Thaler Asset Management
645
Fuller & Thaler Asset Management
California
$1.03K -$24.2K -259 -96%
FFC
646
First Financial Corp
Indiana
$1.03K – – –
LFG
647
Larson Financial Group
Missouri
$939 – – –
GIA
648
GHP Investment Advisors
Colorado
$840 -$9.99K -107 -92%
SIC
649
SJS Investment Consulting
Ohio
$747 -$2.24K -24 -75%
SS
650
Sunbelt Securities
Texas
$645 +$645 +7 New
24 25
26
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