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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$175M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
3
Bank of America
Bank of America
North Carolina
$287M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$116M
5
Franklin Resources
Franklin Resources
California
$56.3M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BlackRock
BlackRock
New York
$1.95B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.32B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
626
JFS Wealth Advisors
Pennsylvania
$35.2K -$20.3K -158 -37%
FFWM
627
Future Financial Wealth Management
Ohio
$33.3K +$33.3K +259 New
OIAM
628
OFI Invest Asset Management
France
$32.3K +$832 +7 +3%
BCA
629
Bray Capital Advisors
Florida
$32.1K – – –
RAM
630
Riggs Asset Management
Pennsylvania
$32.1K – – –
C
631
Covestor
United Kingdom
$31K +$13.5K +104 +77%
ST
632
Smithfield Trust
Pennsylvania
$31K +$15.9K +126 +105%
ZB
633
Zions Bancorporation
Utah
$30.7K – – –
LS
634
Livforsakringsbolaget Skandia
Sweden
$29.9K – – –
DMBA
635
Deseret Mutual Benefit Administrators
Utah
$24.7K – – –
VNA
636
Valley National Advisers
Pennsylvania
$24K – – –
EC
637
EntryPoint Capital
New York
$22.3K -$2.44K -19 -10%
NMM
638
Naples Money Management
Florida
$22.3K – – –
CWM
639
CarsonAllaria Wealth Management
Illinois
$22.2K – – –
FCT
640
First Community Trust
Iowa
$20.9K – – –
PGAM
641
Princeton Global Asset Management
New Jersey
$18.6K – – –
KFS
642
Kelly Financial Services
Massachusetts
$18.1K +$18.1K +141 New
CAL
643
Capital Analysts LLC
Pennsylvania
$18K +$17K +131 +1,638%
BIA
644
Bell Investment Advisors
California
$17.6K – – –
ITFISA
645
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.2K – – –
MCM
646
Manchester Capital Management
Vermont
$17.2K +$771 +6 +5%
B
647
Birchbrook
Maine
$16.8K – – –
LFA
648
LGT Financial Advisors
Texas
$15.9K – – –
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$15.5K – – –
CPG
650
Cornerstone Planning Group
New Jersey
$14.7K +$995 +8 +7%
24 25
26
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