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Raymond James Financial
RJF

Overview Fund Activity

721 hedge funds and large institutions have $19.9B invested in Raymond James Financial in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 294 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+11
Holders Change %
+1.55%
% of All Funds
10.45%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
70
Increased
294
Reduced
221
Closed
53
Calls
$77.6M
Puts
$30.3M
Net Calls
+$47.2M
Net Calls Change
+$19.3M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$175M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$133M
3
Bank of America
3
Bank of America
North Carolina
$287M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$116M
5
Franklin Resources
5
Franklin Resources
California
$56.3M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
BlackRock
3
BlackRock
New York
$1.95B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.32B
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRL
751
Scientech Research LLC
New Jersey
– -$341K -3,061 Closed
DA
752
Duality Advisers
Florida
– -$326K -2,927 Closed
EAM
753
Empirical Asset Management
Massachusetts
– -$273K -2,446 Closed
VI
754
Versor Investments
New York
– -$245K -2,200 Closed
NFG
755
Nations Financial Group
Iowa
– -$245K -2,193 Closed
EWS
756
Eagle Wealth Strategies
New Jersey
– -$225K -2,022 Closed
EA
757
Everpar Advisors
Oklahoma
– -$219K -1,964 Closed
ECU
758
Eisler Capital (UK)
United Kingdom
– -$205K -1,837 Closed
HT
759
Headlands Technologies
Illinois
– -$88K -789 Closed
CT
760
Cambridge Trust
Massachusetts
– -$79.9K -717 Closed
KI
761
Kapitalo Investimentos
Brazil
– -$45.4K -407 Closed
OPTFSNA
762
Old Point Trust & Financial Services N A
Virginia
– -$33.5K -300 Closed
TCWA
763
Turtle Creek Wealth Advisors
Texas
– -$29.9K -268 Closed
FMTCOCP
764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$19K -174 Closed
GWS
765
Glassman Wealth Services
Virginia
– -$17.2K -154 Closed
NMG
766
New Millennium Group
Utah
– -$14.8K -132 Closed
GWMIA
767
Global Wealth Management Investment Advisory
Florida
– -$8.36K -75 Closed
TWM
768
Tradition Wealth Management
Minnesota
– -$7K -59 Closed
CCM
769
Copeland Capital Management
Pennsylvania
– -$5.46K -49 Closed
LIWM
770
Long Island Wealth Management
New York
– -$4K -32 Closed
LF
771
Lee Financial
Texas
– -$2.13K -19 Closed
SSB
772
Sandy Spring Bank
Maryland
– -$1.56K -14 Closed
GI
773
Gradient Investments
Minnesota
– -$1K -9 Closed
CJ
774
Caitlin John
Michigan
– -$336 -3 Closed
EWM
775
Evermay Wealth Management
Virginia
– -$335 -3 Closed
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