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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
701
Synovus Financial
Georgia
– -$321K -3,006 Closed
SPA
702
Sherbrooke Park Advisers
New York
– -$321K -3,000 Closed
PAG
703
Private Advisor Group
New Jersey
– -$203K -2,918 Closed
ALAM
704
Asahi Life Asset Management
Japan
– -$297K -2,780 Closed
SEC
705
Seven Eight Capital
New York
– -$274K -2,568 Closed
WPC
706
Wedmont Private Capital
Pennsylvania
– -$265K -2,402 Closed
AT
707
American Trust
Kentucky
– -$256K -2,393 Closed
FBT
708
First Bank & Trust
South Dakota
– -$252K -2,364 Closed
BL
709
Balentine LLC
Georgia
– -$251K -2,353 Closed
XT
710
XTX Topco
Cayman Islands
– -$234K -2,194 Closed
RCAG
711
Rehmann Capital Advisory Group
Michigan
– -$229K -2,140 Closed
FI
712
Financial Insights
Washington
– -$227K -2,128 Closed
LWAM
713
Legacy Wealth Asset Management
Minnesota
– -$226K -2,117 Closed
NP
714
NorthRock Partners
Minnesota
– -$225K -2,106 Closed
FRM
715
Fox Run Management
Connecticut
– -$220K -2,059 Closed
AMCA
716
Arthur M. Cohen & Associates
Illinois
– -$214K -2,000 Closed
YIA
717
YHB Investment Advisors
Connecticut
– -$209K -1,956 Closed
BJL
718
Brighton Jones LLC
Washington
– -$207K -1,939 Closed
PP
719
Patron Partners
Texas
– -$205K -1,918 Closed
MG
720
Mather Group
Illinois
– -$203K -1,903 Closed
CS
721
Comerica Securities
Michigan
– -$114K -1,067 Closed
AWM
722
Accurate Wealth Management
Florida
– -$55.5K -500 Closed
DCM
723
Dupont Capital Management
Delaware
– -$40.8K -382 Closed
MLM
724
Mount Lucas Management
Pennsylvania
– -$29.6K -277 Closed
DA
725
Denali Advisors
California
– -$26.7K -250 Closed
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