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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
RCM
651
Raleigh Capital Management
North Carolina
$373 +$423 +4 New
FGAM
652
Financial Gravity Asset Management
Texas
$368 -$10.7K -101 -97%
MHR
653
Matthew Hamilton Rosenberg
$301 – – –
CTA
654
Colonial Trust Advisors
South Carolina
$201 – – –
DFA
655
DHJJ Financial Advisors
Illinois
$12 – – –
GC
656
Gillson Capital
Illinois
– -$10M -96,601 Closed
AAF
657
Andra AP-fonden
Sweden
– -$6.41M -61,800 Closed
PL
658
Parkwood LLC
Ohio
– -$6.12M -58,937 Closed
MG
659
Marex Group
– -$5.45M -52,500 Closed
ICM
660
Invenomic Capital Management
Massachusetts
– -$5.09M -49,016 Closed
CIC
661
Chilton Investment Company
Connecticut
– -$3.92M -37,766 Closed
CI
662
CX Institutional
Indiana
– -$3.6M -34,676 Closed
IIM
663
Intact Investment Management
Quebec, Canada
– -$2.57M -24,800 Closed
RIM
664
Redwood Investment Management
Arizona
– -$1.65M -15,856 Closed
QC
665
Quadrature Capital
United Kingdom
– -$1.36M -13,146 Closed
PS
666
Pensionfund Sabic
Netherlands
– -$1.25M -12,000 Closed
Cerity Partners
667
Cerity Partners
New York
– -$1.2M -11,529 Closed
V
668
Veritable
Delaware
– -$1.13M -10,872 Closed
JFG
669
Jefferies Financial Group
New York
– -$1.08M -10,244 Closed
FIM
670
Freedom Investment Management
Connecticut
– -$655K -6,308 Closed
DI
671
DFPG Investments
Utah
– -$502K -4,581 Closed
LTI
672
Laffer Tengler Investments
Tennessee
– -$436K -4,205 Closed
NA
673
Navellier & Associates
Nevada
– -$378K -3,641 Closed
TPM
674
Triasima Portfolio Management
Quebec, Canada
– -$387K -2,815 Closed
E
675
Ergoteles
New York
– -$287K -2,767 Closed
25 26
27
28 29

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.