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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
LPL Financial
126
LPL Financial
California
$10.6M +$934K +7,994 +10%
BFA
127
Bragg Financial Advisors
North Carolina
$10.3M +$428K +3,661 +5%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$10.1M +$39.7K +340 +0.4%
MSV
129
MN Services Vermogensbeheer
Netherlands
$9.36M -$222K -1,900 -2%
Asset Management One
130
Asset Management One
Japan
$9.21M -$75.3K -645 -0.8%
CAMG
131
CWA Asset Management Group
Florida
$9.19M +$8.77M +75,069 New
US Bancorp
132
US Bancorp
Minnesota
$8.93M +$163K +1,393 +2%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$8.73M -$178K -1,521 -2%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$8.64M +$894K +7,657 +12%
NRG
135
Nemes Rush Group
Michigan
$8.3M -$20.1K -172 -0.3%
WSFS
136
Wilmington Savings Fund Society
Delaware
$8.26M +$120K +1,026 +2%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$8.15M -$3.1M -26,568 -29%
Connor, Clark & Lunn Investment Management (CC&L)
138
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.13M +$3.31M +28,320 +74%
Ensign Peak Advisors
139
Ensign Peak Advisors
Utah
$8.09M -$92.3K -790 -1%
PWS
140
Peterson Wealth Services
Utah
$8.08M +$236K +2,024 +3%
BC
141
Burney Company
Virginia
$7.93M -$300K -2,568 -4%
PKC
142
Palmer Knight Company
Florida
$7.89M -$27.8K -238 -0.4%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$7.88M +$75.6K +647 +1%
AIS
144
AM Investment Strategies
Tennessee
$7.84M
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$7.7M +$240K +2,056 +3%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$7.7M -$324K -2,778 -4%
RAM
147
Resona Asset Management
Japan
$7.56M -$163K -1,392 -2%
Allianz Asset Management
148
Allianz Asset Management
Germany
$7.38M +$897K +7,678 +15%
PCMF
149
Private Capital Management (Florida)
Florida
$7.33M -$401K -3,432 -5%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$7.3M +$388K +3,324 +6%

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.