We are live on ! Find out more
RJF icon

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
GKIM
676
GW&K Investment Management
Massachusetts
$12K +$1.48K +12 +14%
HGA
677
Hobbs Group Advisors
South Carolina
$11.1K +$11.1K +90 New
CPG
678
Cornerstone Planning Group
New Jersey
$10.9K -$1.98K -16 -14%
PWMG
679
Private Wealth Management Group
New Jersey
$10.8K +$5.55K +45 +107%
ITIM
680
Indiana Trust & Investment Management
Indiana
$10.5K +$10.5K +85 New
CFB
681
Cullen/Frost Bankers
Texas
$9.64K +$864 +7 +10%
AF
682
Advisornet Financial
Minnesota
$9.52K
EC
683
Elequin Capital
New York
$9.27K +$9.26K +75 New
CFD
684
Creative Financial Designs
Indiana
$8.16K
GEA
685
Glen Eagle Advisors
New Jersey
$8.16K
FFC
686
First Financial Corp
Indiana
$7.79K
HI
687
Harbour Investments
Wisconsin
$7.79K +$5.06K +41 +186%
KFI
688
Key Financial Inc
Pennsylvania
$7.66K +$3.09K +25 +68%
AIM
689
Anchor Investment Management
South Carolina
$7.54K
RWM
690
Ruedi Wealth Management
Illinois
$7.54K +$7.53K +61 New
TH
691
TCTC Holdings
Texas
$7.42K
PCFFS
692
Pacific Center for Financial Services
California
$7.17K
AP
693
Aspect Partners
Virginia
$7.05K
CAM
694
Creekmur Asset Management
Illinois
$6.92K +$6.91K +56 New
LFG
695
Larson Financial Group
Missouri
$6.59K +$5.31K +43 +430%
WT
696
Washington Trust
Rhode Island
$6.11K
FMP
697
Financial Management Professionals
Texas
$5K +$617 +5 +15%
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$4.94K
S
699
Sachetta
Massachusetts
$4.62K +$741 +6 +18%
WTA
700
Washington Trust Advisors
Massachusetts
$4.54K

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.