RJF icon

Raymond James Financial
RJF

Overview Fund Activity

710 hedge funds and large institutions have $17.5B invested in Raymond James Financial in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.41%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
117
Increased
239
Reduced
238
Closed
47
Calls
$56.1M
Puts
$28.1M
Net Calls
+$27.9M
Net Calls Change
+$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$379M
2
Marshall Wace
Marshall Wace
United Kingdom
$211M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$52.7M
4
Invesco
Invesco
Georgia
$279M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$204M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.26B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
4
Primecap Management
Primecap Management
California
$1.37B
5
WCA
Waratah Capital Advisors
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
701
Financial Gravity Asset Management
Texas
$796 +$398 +3 +100%
SS
702
Sunbelt Securities
Texas
$791 – – –
JWM
703
Janiczek Wealth Management
Colorado
$558 – – –
TWP
704
TFO Wealth Partners
Ohio
$558 – – –
WWM
705
Wolff Wiese Magana
California
$558 +$558 +5 New
CJ
706
Caitlin John
Michigan
$336 +$336 +3 New
MHR
707
Matthew Hamilton Rosenberg
$335 – – –
EWM
708
Evermay Wealth Management
Virginia
$335 +$335 +3 New
CTA
709
Colonial Trust Advisors
South Carolina
$223 – – –
VWA
710
Valued Wealth Advisors
Utah
$202 +$202 +2 New
DFA
711
DHJJ Financial Advisors
Illinois
$13 -$12 – –
DWM
712
Dogwood Wealth Management
Kansas
$3 – – –
Rockefeller Capital Management
713
Rockefeller Capital Management
New York
– -$28.4M -283,015 Closed
WCA
714
Waratah Capital Advisors
Ontario, Canada
– -$23.7M -235,720 Closed
Axa
715
Axa
France
– -$14M -139,816 Closed
ACL
716
Azora Capital LP
Florida
– -$9.62M -95,773 Closed
Walleye Capital
717
Walleye Capital
New York
– -$8.27M -82,384 Closed
USCWA
718
U.S. Capital Wealth Advisors
Texas
– -$1.83M -18,238 Closed
UH
719
Unigestion Holding
Switzerland
– -$1.16M -11,511 Closed
FFA
720
First Foundation Advisors
California
– -$1.09M -10,851 Closed
JF
721
Jump Financial
Illinois
– -$803K -7,994 Closed
OTL
722
Oak Thistle LLC
New York
– -$778K -7,744 Closed
BAM
723
Blueshift Asset Management
New Jersey
– -$692K -6,892 Closed
BPC
724
Banque Pictet & Cie
Switzerland
– -$691K -6,884 Closed
Wolverine Trading
725
Wolverine Trading
Illinois
– -$531K -5,290 Closed
27 28
29
30 31