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Raymond James Financial
RJF

Overview Fund Activity

755 hedge funds and large institutions have $18.8B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 278 increasing their positions, 263 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+15
Holders Change %
+2.03%
% of All Funds
10.92%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
75
Increased
278
Reduced
263
Closed
53
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.48B
2
Millennium Management
2
Millennium Management
New York
$66.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$557M
4
CVA
4
Ceredex Value Advisors
Florida
$88.5M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$51.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$4.21M
2
APG Asset Management
2
APG Asset Management
Netherlands
$57.5M
3
Truist Financial
3
Truist Financial
North Carolina
$56M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$7.07M
5
BlackRock
5
BlackRock
New York
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
701
Aspect Partners
Virginia
$6.98K – – –
BCMLT
702
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.98K +$6.98K +57 New
CFB
703
Cullen/Frost Bankers
Texas
$6.86K -$2.69K -22 -28%
CAM
704
Creekmur Asset Management
Illinois
$6.86K – – –
WT
705
Washington Trust
Rhode Island
$6.32K +$364 +3 +6%
AF
706
Advisornet Financial
Minnesota
$6.25K -$3.18K -26 -34%
CFD
707
Creative Financial Designs
Indiana
$6.12K -$1.96K -16 -24%
FWM
708
FSA Wealth Management
Massachusetts
$5.51K +$5.51K +45 New
S
709
Sachetta
Massachusetts
$5.39K +$490 +4 +10%
Kayne Anderson Rudnick Investment Management
710
Kayne Anderson Rudnick Investment Management
California
$4.9K – – –
ATS
711
Ashton Thomas Securities
New York
$4.53K +$4.53K +37 New
WTA
712
Washington Trust Advisors
Massachusetts
$4.5K – – –
SWA
713
SOA Wealth Advisors
New York
$4.18K – – –
TCOV
714
Trust Company of Vermont
Vermont
$4.16K +$4.16K +34 New
ME
715
McIlrath & Eck
Washington
$4.07K – – –
FMP
716
Financial Management Professionals
Texas
$4K -$875 -7 -18%
CAL
717
Capital Analysts LLC
Pennsylvania
$4K – – –
BHWM
718
Beaird Harris Wealth Management
Texas
$3.8K – – –
AWM
719
Avior Wealth Management
Nebraska
$3.8K +$490 +4 +15%
RWM
720
Ruedi Wealth Management
Illinois
$3.67K -$3.8K -31 -51%
ADL
721
Asset Dedication LLC
California
$3.67K – – –
DPW
722
DiNuzzo Private Wealth
Pennsylvania
$3.55K – – –
AWM
723
Abound Wealth Management
Tennessee
$3.43K – – –
SIC
724
SJS Investment Consulting
Ohio
$3.18K – – –
AW
725
Avion Wealth
Texas
$3K +$387 +4 +15%
27 28
29
30 31