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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$175M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M
3
Bank of America
Bank of America
North Carolina
$287M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$116M
5
Franklin Resources
Franklin Resources
California
$56.3M

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BlackRock
BlackRock
New York
$1.95B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.32B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
676
SOA Wealth Advisors
New York
$5.28K – – –
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$5.14K – – –
GWM
678
Geneos Wealth Management
Colorado
$5.14K +$2.44K +19 +90%
1832 Asset Management
679
1832 Asset Management
Ontario, Canada
$5.01K +$5.01K +39 New
KFI
680
Key Financial Inc
Pennsylvania
$4.75K – – –
WTA
681
Washington Trust Advisors
Massachusetts
$4.72K +$892 +7 +23%
ME
682
McIlrath & Eck
Washington
$4.23K – – –
ADL
683
Asset Dedication LLC
California
$4K – – –
FMP
684
Financial Management Professionals
Texas
$4K +$235 +2 +6%
BHWM
685
Beaird Harris Wealth Management
Texas
$3.98K -$4.75K -37 -54%
S
686
Sachetta
Massachusetts
$3.8K – – –
AWM
687
Abound Wealth Management
Tennessee
$3.6K -$129 -1 -3%
SIC
688
SJS Investment Consulting
Ohio
$3.34K -$128 -1 -4%
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$3.21K – – –
VCM
690
Versant Capital Management
Arizona
$3.21K – – –
FGAM
691
Financial Gravity Asset Management
Texas
$2.9K +$2.14K +17 +283%
HI
692
Harbour Investments
Wisconsin
$2.83K +$642 +5 +29%
PIM
693
Plato Investment Management
Australia
$2.44K – – –
AFG
694
Albion Financial Group
Utah
$2.44K +$2.44K +19 New
CA
695
Continuum Advisory
Idaho
$2.38K +$2.38K +19 New
VWA
696
Valued Wealth Advisors
Utah
$2.32K +$2.06K +16 +800%
JGIA
697
Jackson Grant Investment Advisers
Connecticut
$2.31K – – –
KHC
698
Koesten Hirschmann & Crabtree
Kansas
$2.18K +$2.18K +17 New
DF
699
Dunhill Financial
United Kingdom
$2.15K +$380 +3 +21%
CMBA
700
C.M. Bidwell & Associates
Hawaii
$2.06K – – –
26 27
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