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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
C
651
Covestor
United Kingdom
$26K -$3.09K -25 -10%
ZB
652
Zions Bancorporation
Utah
$25.7K -$3.83K -31 -13%
VWM
653
Venturi Wealth Management
Texas
$24.4K +$17K +138 +234%
DMBA
654
Deseret Mutual Benefit Administrators
Utah
$23.7K
VNA
655
Valley National Advisers
Pennsylvania
$23K +$617 +5 +3%
KFS
656
Kelly Financial Services
Massachusetts
$23K +$5.55K +45 +32%
CWM
657
CarsonAllaria Wealth Management
Illinois
$21.4K +$123 +1 +0.6%
NMM
658
Naples Money Management
Florida
$21.4K
FCT
659
First Community Trust
Iowa
$20.1K
TWC
660
TD Waterhouse Canada
Ontario, Canada
$18.5K +$11.6K +94 +168%
PGAM
661
Princeton Global Asset Management
New Jersey
$17.9K
ITFISA
662
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.3K
AAG
663
Armstrong Advisory Group
Massachusetts
$17.2K +$17.2K +139 New
BIA
664
Bell Investment Advisors
California
$16.9K
VCM
665
Versant Capital Management
Arizona
$16.7K +$13.6K +110 +440%
B
666
Birchbrook
Maine
$16.2K
LFA
667
LGT Financial Advisors
Texas
$15.3K
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$15K
QC
669
Quent Capital
New York
$15K +$5.18K +42 +53%
MCM
670
MV Capital Management
Maryland
$14.1K +$247 +2 +2%
RCM
671
Raleigh Capital Management
North Carolina
$14K +$987 +8 +8%
RA
672
Rise Advisors
New York
$13.9K
PWMG
673
Prestige Wealth Management Group
New Jersey
$13.7K
AAP
674
Arax Advisory Partners
Colorado
$13.5K +$13.5K +109 New
FFO
675
Fortitude Family Office
Arizona
$12.7K

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.