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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
626
CVA Family Office
Colorado
$56.4K
AF
627
Allworth Financial
California
$55.2K -$1.6K -13 -2%
WT
628
Whittier Trust
California
$53.6K
FCA
629
FinTrust Capital Advisors
South Carolina
$53K
OA
630
Operose Advisors
Wisconsin
$51.3K
UB
631
UMB Bank
Missouri
$50.7K +$3.83K +31 +8%
CFM
632
Catalyst Funds Management
Australia
$49.4K +$49.4K +400 New
PTC
633
Private Trust Company
Ohio
$47.7K -$21.6K -175 -31%
TCM
634
TD Capital Management
Tennessee
$46.9K +$123 +1 +0.3%
TC
635
Trust Company
Kansas
$46.8K
LWANC
636
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.1K
Jones Financial Companies
637
Jones Financial Companies
Missouri
$43.3K +$32.5K +263 +302%
MFT
638
Moisand Fitzgerald Tamayo
Florida
$42.3K
FRA
639
Front Row Advisors
California
$40.8K -$370 -3 -0.9%
RFG
640
RFP Financial Group
Georgia
$39.9K
TPCW
641
TD Private Client Wealth
New York
$38.4K -$691K -5,597 -95%
CA
642
Clearstead Advisors
Ohio
$35.2K +$29K +235 +470%
ST
643
Smithfield Trust
Pennsylvania
$35K +$5.06K +41 +17%
JWA
644
JFS Wealth Advisors
Pennsylvania
$33.9K
BCA
645
Bray Capital Advisors
Florida
$30.9K
RAM
646
Riggs Asset Management
Pennsylvania
$30.9K
OIAM
647
OFI Invest Asset Management
France
$30.4K -$987 -8 -3%
QL
648
Quarry LP
New York
$28.8K +$28.8K +233 New
EWA
649
EverSource Wealth Advisors
Alabama
$28.7K -$39.9K -323 -57%
LS
650
Livforsakringsbolaget Skandia
Sweden
$28.7K

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.