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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 %
BBHC
726
Brown Brothers Harriman & Co
New York
$2.82K +$2.82K +23 New
NMG
727
New Millennium Group
Utah
$2.34K -$1.6K -13 -41%
AFG
728
Albion Financial Group
Utah
$2.33K – – –
PIM
729
Plato Investment Management
Australia
$2.32K – – –
SWM
730
Spire Wealth Management
Virginia
$2.21K – – –
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$2.2K – – –
DF
732
Dunhill Financial
United Kingdom
$2.13K – – –
CMBA
733
C.M. Bidwell & Associates
Hawaii
$1.96K – – –
TC
734
Truvestments Capital
Florida
$1.84K +$1.84K +15 New
CA
735
Continuum Advisory
Idaho
$1.44K -$1.6K -10 -53%
CA
736
Crewe Advisors
Utah
$1.35K -$2.7K -22 -67%
Fuller & Thaler Asset Management
737
Fuller & Thaler Asset Management
California
$1.35K – – –
BONH
738
Bank of New Hampshire
New Hampshire
$1.23K – – –
TFM
739
TFC Financial Management
Massachusetts
$1.1K -$123 -1 -10%
GWM
740
Geneos Wealth Management
Colorado
$1.1K -$1.47K -12 -57%
NL
741
NVWM LLC
Pennsylvania
$1.1K +$612 +5 +125%
VWA
742
Valued Wealth Advisors
Utah
$980 -$2.7K -22 -73%
CA
743
Claris Advisors
Missouri
$857 +$857 +7 New
WPA
744
West Paces Advisors
Georgia
$735 – – –
RTC
745
Riverview Trust Company
Washington
$735 +$735 +6 New
MA
746
MCF Advisors
Kentucky
$368 – – –
MHR
747
Matthew Hamilton Rosenberg
$367 – – –
WA
748
WestEnd Advisors
North Carolina
$367 – – –
CA
749
CoreCap Advisors
Michigan
$245 +$245 +2 New
WBC
750
West Branch Capital
Massachusetts
$123 +$123 +1 New
28 29
30
31 32