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Raymond James Financial
RJF

654 hedge funds and large institutions have $15.7B invested in Raymond James Financial in 2023 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 216 increasing their positions, 242 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

33% more call options, than puts

Call options by funds: $69.6M | Put options by funds: $52.5M

2% more funds holding

Funds holding: 642 → 654 (+12)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

0.35% less ownership

Funds ownership: 75.1% → 74.75% (-0.35%)

5% less capital invested

Capital invested by funds: $16.5B → $15.7B (-$770M)

11% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 242

Holders
654
Holders Change
+12
Holders Change %
+1.87%
% of All Funds
10.38%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
65
Increased
216
Reduced
242
Closed
47
Calls
$69.6M
Puts
$52.5M
Net Calls
+$17.1M
Net Calls Change
+$15M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$89.8M
2
Goldman Sachs
Goldman Sachs
New York
+$33M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26.1M
4
Millennium Management
Millennium Management
New York
+$24.3M
5
WCA
Waratah Capital Advisors
Ontario, Canada
+$23.8M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$90M
3
BlackRock
BlackRock
New York
-$75.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
626
Jones Financial Companies
Missouri
$2.11K +$2.22K +21 New
LF
627
Lee Financial
Texas
$1.92K – – –
MCM
628
Manchester Capital Management
Vermont
$1.91K – – –
JGIA
629
Jackson Grant Investment Advisers
Connecticut
$1.81K – – –
NSG
630
Nalls Sherbakoff Group
Tennessee
$1.81K – – –
CMBA
631
C.M. Bidwell & Associates
Hawaii
$1.61K – – –
BF
632
BOK Financial
Oklahoma
$1.53K -$4.76K -45 -74%
WTA
633
Washington Trust Advisors
Massachusetts
$1.51K +$1.59K +15 New
SWM
634
Spire Wealth Management
Virginia
$1.44K +$106 +1 +8%
SSB
635
Sandy Spring Bank
Maryland
$1.41K +$1.48K +14 New
UFF
636
USA Financial Formulas
Michigan
$1.31K – – –
VWM
637
Venturi Wealth Management
Texas
$1.31K +$1.06K +10 +333%
WAM
638
WFA Asset Management
Wisconsin
$1.31K +$1.38K +13 New
PCTC
639
Perkins Coie Trust Company
Washington
$1.3K +$1.38K +13 New
Fuller & Thaler Asset Management
640
Fuller & Thaler Asset Management
California
$1.1K – – –
BONH
641
Bank of New Hampshire
New Hampshire
$1K – – –
AW
642
Avion Wealth
Texas
$1K +$529 +5 +100%
TFM
643
TFC Financial Management
Massachusetts
$904 -$317 -3 -25%
GJIA
644
Glass Jacobson Investment Advisors
Maryland
$904 -$106 -1 -10%
GI
645
Gradient Investments
Minnesota
$904 +$423 +4 +80%
HI
646
Harbour Investments
Wisconsin
$803 – – –
SS
647
Sunbelt Securities
Texas
$709 – – –
WPA
648
West Paces Advisors
Georgia
$603 – – –
TWP
649
TFO Wealth Partners
Ohio
$519 – – –
JWM
650
Janiczek Wealth Management
Colorado
$503 -$952 -9 -64%
24 25
26
27 28

RJF Hedge Fund Activity: Q3 2023 in Review

654 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2023, worth a combined $15.7B — down 4.7% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new RJF positions and 47 closed out — a net gain of 18 holders — while 216 added to existing stakes and 242 trimmed.

The largest buyer was Marshall Wace, adding an estimated $89.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $97.4M.

  • 654 institutional investors held Raymond James Financial (RJF) as of Q3 2023, up from 642 in Q2 2023.
  • Funds reported $15.7B of Raymond James Financial stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 65 funds opened new Raymond James Financial positions in Q3 2023 and 47 closed out, a net change of +18 holders.
  • The largest Raymond James Financial buyer in Q3 2023 was Marshall Wace, an estimated $89.8M added.
  • The largest Raymond James Financial seller in Q3 2023 was T. Rowe Price Associates, an estimated $97.4M sold.

Based on aggregated 13F filings for Q3 2023.