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Raymond James Financial
RJF

Overview Fund Activity

696 hedge funds and large institutions have $17.3B invested in Raymond James Financial in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 211 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+34
Holders Change %
+5.14%
% of All Funds
11.23%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.23%
New
105
Increased
211
Reduced
269
Closed
55
Calls
$64.1M
Puts
$69.3M
Net Calls
-$5.25M
Net Calls Change
-$580K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$894M
2
First Trust Advisors
First Trust Advisors
Illinois
$209M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$580M
4
Morgan Stanley
Morgan Stanley
New York
$243M
5
Citadel Advisors
Citadel Advisors
Florida
$119M

Top Sellers

1
EARNEST Partners
EARNEST Partners
Georgia
$197M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.8M
3
SCA
Southpoint Capital Advisors
New York
$139M
4
BlackRock
BlackRock
New York
$1.81B
5
Primecap Management
Primecap Management
California
$1.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
Schubert & Co
Texas
$8.33K +$2.14K +20 +34%
CPG
652
Cornerstone Planning Group
New Jersey
$7.53K +$7.53K +67 New
GEA
653
Glen Eagle Advisors
New Jersey
$7.05K +$7.05K +66 New
CWP
654
Concord Wealth Partners
Virginia
$6.93K +$6.93K +65 New
SWA
655
SOA Wealth Advisors
New York
$5.99K -$963 -9 -14%
QC
656
Quent Capital
New York
$5.88K – – –
WTA
657
Washington Trust Advisors
Massachusetts
$5.66K -$14.6K -137 -72%
BHWM
658
Beaird Harris Wealth Management
Texas
$5.66K +$5.66K +53 New
First Manhattan
659
First Manhattan
New York
$5.56K +$5.56K +52 New
CA
660
Crewe Advisors
Utah
$5.13K -$7.91K -74 -61%
CCM
661
Copeland Capital Management
Pennsylvania
$5K – – –
MPCL
662
My Personal CFO LLC
Washington
$4.49K +$4.49K +42 New
KFP
663
KB Financial Partners
New Jersey
$4K – – –
TFGT
664
TS Financial Group (TSFG)
Illinois
$4K +$4K +42 New
FGAM
665
Financial Gravity Asset Management
Texas
$3.69K +$3.69K +107 New
BWM
666
BerganKDV Wealth Management
Minnesota
$3.58K – – –
CT
667
Colonial Trust
South Carolina
$3.56K +$3.56K +33 New
ME
668
McIlrath & Eck
Washington
$3.45K – – –
SIC
669
SJS Investment Consulting
Ohio
$3.42K +$1.39K +13 +68%
CA
670
Centerpoint Advisors
Massachusetts
$3K – – –
GAG
671
Goodman Advisory Group
Massachusetts
$3K – – –
AWM
672
Abound Wealth Management
Tennessee
$2.99K +$1.39K +13 +87%
DI
673
Disciplined Investments
Oklahoma
$2.99K -$321 -3 -10%
MCM
674
Manchester Capital Management
Vermont
$2.89K -$214 -2 -7%
NC
675
NewSquare Capital
Pennsylvania
$2.56K – – –
25 26
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