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Raymond James Financial
RJF

661 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 230 increasing their positions, 263 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $34M | Put options by funds: $19.3M

1.96% less ownership

Funds ownership: 75.96% → 74% (-2%)

5% less funds holding

Funds holding: 699 → 661 (-38)

13% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 263

14% less capital invested

Capital invested by funds: $17.3B → $14.8B (-$2.48B)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

30% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 88

Holders
661
Holders Change
-38
Holders Change %
-5.44%
% of All Funds
10.53%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
62
Increased
230
Reduced
263
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
2
JP Morgan Chase
JP Morgan Chase
New York
+$153M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.1M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$184M
2
SCA
Southpoint Capital Advisors
New York
-$95.3M
3
Holocene Advisors
Holocene Advisors
New York
-$89.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$67.7M
5
BlackRock
BlackRock
New York
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
626
McIlrath & Eck
Washington
$3.02K – – –
KFP
627
KB Financial Partners
New Jersey
$3K – – –
FMP
628
Financial Management Professionals
Texas
$3K +$3.28K +31 New
Jones Financial Companies
629
Jones Financial Companies
Missouri
$2.98K +$3.18K +30 +1,500%
CT
630
Colonial Trust
South Carolina
$2.67K -$424 -4 -12%
Commonwealth Equity Services
631
Commonwealth Equity Services
Massachusetts
$2.66K +$156K +1,475 +5%
AWM
632
Abound Wealth Management
Tennessee
$2.61K – – –
GAG
633
Goodman Advisory Group
Massachusetts
$2.61K – – –
GBT
634
Grove Bank & Trust
Florida
$2.61K +$1.91K +18 +180%
MCM
635
Manchester Capital Management
Vermont
$2.43K -$106 -1 -4%
DI
636
Disciplined Investments
Oklahoma
$2.24K -$424 -4 -14%
CAL
637
Capital Advisors Ltd
Ohio
$2K -$54.4K -514 -96%
SIA
638
SkyView Investment Advisors
New Jersey
$2K +$2.01K +19 New
GWM
639
Geneos Wealth Management
Colorado
$1.96K -$40.1K -379 -95%
SSC
640
Syverson Strege & Co
Iowa
$1.86K +$2.12K +20 New
MBFW
641
Morton Brown Family Wealth
Pennsylvania
$1.68K +$1.91K +18 New
NSG
642
Nalls Sherbakoff Group
Tennessee
$1.66K +$1.91K +18 New
CMBA
643
C.M. Bidwell & Associates
Hawaii
$1.49K – – –
TFM
644
TFC Financial Management
Massachusetts
$1.4K +$636 +6 +67%
JWM
645
Janiczek Wealth Management
Colorado
$1.31K – – –
BBHC
646
Brown Brothers Harriman & Co
New York
$1.31K +$106 +1 +8%
UFF
647
USA Financial Formulas
Michigan
$1.21K +$1.38K +13 New
AWM
648
Accel Wealth Management
Iowa
$1.03K – – –
Fuller & Thaler Asset Management
649
Fuller & Thaler Asset Management
California
$1.03K -$27.4K -259 -96%
FFC
650
First Financial Corp
Indiana
$1.02K – – –
24 25
26
27 28

RJF Hedge Fund Activity: Q1 2023 in Review

661 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2023, worth a combined $14.8B — down 14% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of RJF and 62 opened new positions — a net loss of 26 holders — while 263 trimmed existing stakes and 230 added.

The largest buyer was Fidelity Investments, adding an estimated $172M. The largest seller was First Trust Advisors, cutting an estimated $184M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2023, down from 699 in Q4 2022.
  • Funds reported $14.8B of Raymond James Financial stock for Q1 2023, down 14% quarter-over-quarter.
  • 62 funds opened new Raymond James Financial positions in Q1 2023 and 88 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2023 was Fidelity Investments, an estimated $172M added.
  • The largest Raymond James Financial seller in Q1 2023 was First Trust Advisors, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.