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Raymond James Financial

762 hedge funds and large institutions have $19.1B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 282 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $75.2M | Put options by funds: $31.4M

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

2% more funds holding

Funds holding: 746762 (+16)

1.53% more ownership

Funds ownership: 74.23%75.76% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 264

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$153M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
762
Holders Change
+16
Holders Change %
+2.14%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
74
Increased
282
Reduced
264
Closed
52
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
751
West Paces Advisors
Georgia
$735
RTC
752
Riverview Trust Company
Washington
$735 +$701 +6 New
MA
753
MCF Advisors
Kentucky
$368
MHR
754
Matthew Hamilton Rosenberg
$367
WA
755
WestEnd Advisors
North Carolina
$367
CA
756
CoreCap Advisors
Michigan
$245 +$234 +2 New
MFG
757
Mendota Financial Group
Wisconsin
$123 +$117 +1 New
WBC
758
West Branch Capital
Massachusetts
$123 +$117 +1 New
IAIM
759
International Assets Investment Management
Florida
$87 +$1.24M +10,630 +44,292%
SSB
760
Sandy Spring Bank
Maryland
$41
YDMI
761
Y.D. More Investments
Israel
$35 +$584 +5 +5%
DFA
762
DHJJ Financial Advisors
Illinois
$14
DWM
763
Dogwood Wealth Management
Kansas
$2
PIP
764
PB Investment Partners
California
-$3.33M -405,788 Closed
VNIM
765
Vaughan Nelson Investment Management
Texas
-$20.2M -163,141 Closed
CPC
766
Cookson Peirce & Co
Pennsylvania
-$11.6M -94,130 Closed
ACM
767
Aquatic Capital Management
Illinois
-$5.11M -41,300 Closed
TWM
768
TriaGen Wealth Management
California
-$1.81M -14,632 Closed
PWA
769
Phoenix Wealth Advisors
North Carolina
-$1.62M -13,132 Closed
Rockefeller Capital Management
770
Rockefeller Capital Management
New York
-$1.35M -10,919 Closed
SC
771
Saturna Capital
Washington
-$909K -7,352 Closed
Lido Advisors
772
Lido Advisors
California
-$860K -6,956 Closed
VEA
773
Virtus ETF Advisers
New York
-$817K -6,612 Closed
QT
774
Quantbot Technologies
New York
-$731K -5,917 Closed
Acadian Asset Management
775
Acadian Asset Management
Massachusetts
-$708K -5,737 Closed

RJF Hedge Fund Activity: Q3 2024 in Review

762 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2024, worth a combined $19.1B — up 0.81% from $19B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new RJF positions and 52 closed out — a net gain of 22 holders — while 282 added to existing stakes and 264 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $339M. The largest seller was APG Asset Management, cutting an estimated $158M.

  • 762 institutional investors held Raymond James Financial (RJF) as of Q3 2024, up from 746 in Q2 2024.
  • Funds reported $19.1B of Raymond James Financial stock for Q3 2024, up 0.81% quarter-over-quarter.
  • 74 funds opened new Raymond James Financial positions in Q3 2024 and 52 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2024 was Wellington Management Group, an estimated $339M added.
  • The largest Raymond James Financial seller in Q3 2024 was APG Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2024.