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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 %
WWM
676
Wolff Wiese Magana
California
$2.14K – – –
CAL
677
Capital Advisors Ltd
Ohio
$2K +$1.81K +486 +972%
CMBA
678
C.M. Bidwell & Associates
Hawaii
$1.71K – – –
JWM
679
Janiczek Wealth Management
Colorado
$1.59K – – –
BBHC
680
Brown Brothers Harriman & Co
New York
$1.39K – – –
BCM
681
Bourgeon Capital Management
Connecticut
$1.28K – – –
AWM
682
Accel Wealth Management
Iowa
$1.18K – – –
FFC
683
First Financial Corp
Indiana
$1.18K – – –
LFG
684
Larson Financial Group
Missouri
$1.07K – – –
GBT
685
Grove Bank & Trust
Florida
$1K +$1K +10 New
TFM
686
TFC Financial Management
Massachusetts
$962 – – –
TCOT
687
Trust Company of Toledo
Ohio
$903 -$1 -5 -0.1%
BWL
688
Bogart Wealth LLC
Virginia
$748 +$748 +7 New
WPA
689
West Paces Advisors
Georgia
$641 – – –
GJIA
690
Glass Jacobson Investment Advisors
Maryland
$427 +$427 +4 New
ECM
691
Everence Capital Management
Indiana
$333 -$461 -4,320 -58%
VCM
692
Versant Capital Management
Arizona
$321 – – –
MHR
693
Matthew Hamilton Rosenberg
$321 +$321 +3 New
CTA
694
Colonial Trust Advisors
South Carolina
$214 +$214 +2 New
TWP
695
TFO Wealth Partners
Ohio
$106 +$106 +1 New
PCM
696
Prana Capital Management
Connecticut
– -$19.9M -200,964 Closed
ACL
697
Azora Capital LP
Florida
– -$7.17M -72,533 Closed
Marshall Wace
698
Marshall Wace
United Kingdom
– -$6.78M -68,552 Closed
Connor, Clark & Lunn Investment Management (CC&L)
699
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$5.28M -53,381 Closed
Point72 Asset Management
700
Point72 Asset Management
Connecticut
– -$5.01M -50,695 Closed
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