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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
BWP
726
Baldwin Wealth Partners
Massachusetts
$2.1K +$2.1K +17 New
CMBA
727
C.M. Bidwell & Associates
Hawaii
$1.98K
ATPW
728
Ashton Thomas Private Wealth
Arizona
$1.73K +$1.73K +14 New
Fuller & Thaler Asset Management
729
Fuller & Thaler Asset Management
California
$1.36K
JFGIW
730
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36K +$1.36K +11 New
TFM
731
TFC Financial Management
Massachusetts
$1.24K
BONH
732
Bank of New Hampshire
New Hampshire
$1.24K
Lazard Asset Management
733
Lazard Asset Management
New York
$1K +$1.23K +10 New
IC
734
Innealta Capital
Texas
$989 +$987 +8 New
WPA
735
West Paces Advisors
Georgia
$742
CWC
736
Carolinas Wealth Consulting
North Carolina
$619
JWM
737
Janiczek Wealth Management
Colorado
$619
WWM
738
Wolff Wiese Magana
California
$619
HCP
739
Hexagon Capital Partners
Arkansas
$495 -$9.87K -80 -95%
NL
740
NVWM LLC
Pennsylvania
$494
ECM
741
Everence Capital Management
Indiana
$411
MA
742
MCF Advisors
Kentucky
$371
WA
743
WestEnd Advisors
North Carolina
$371 +$247 +2 +200%
MHR
744
Matthew Hamilton Rosenberg
$370
HWP
745
Highline Wealth Partners
California
$247 +$247 +2 New
SSB
746
Sandy Spring Bank
Maryland
$41
YDMI
747
Y.D. More Investments
Israel
$33 +$12.3K +100 New
DFA
748
DHJJ Financial Advisors
Illinois
$15
DWM
749
Dogwood Wealth Management
Kansas
$2
Holocene Advisors
750
Holocene Advisors
New York
-$57.8M -450,222 Closed

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.