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Raymond James Financial
RJF

Overview Fund Activity

657 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 229 increasing their positions, 262 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
-39
Holders Change %
-5.6%
% of All Funds
10.52%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
61
Increased
229
Reduced
262
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$932M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$641M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$106M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$125M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$20.4M
2
SCA
2
Southpoint Capital Advisors
New York
$37.3M
3
Holocene Advisors
3
Holocene Advisors
New York
$17.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$44.2M
5
BlackRock
5
BlackRock
New York
$1.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$4.35M -$449K -4,816 -9%
CWM
177
Cahaba Wealth Management
Georgia
$4.31M +$157K +1,683 +4%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.2M +$10.4K +112 +0.2%
JPMPWA
179
J.P. Morgan Private Wealth Advisors
California
$4.11M -$110K -1,177 -3%
DADC
180
D.A. Davidson & Co
Montana
$4.09M +$1.32M +14,155 +48%
PWS
181
Peterson Wealth Services
Utah
$4.03M +$82.2K +881 +2%
UIM
182
USS Investment Management
United Kingdom
$3.94M – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$3.9M -$94.9K -1,017 -2%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$3.88M +$106K +1,133 +3%
Truist Financial
185
Truist Financial
North Carolina
$3.87M -$659K -7,062 -15%
AF
186
Alerus Financial
North Dakota
$3.86M +$3.86M +41,347 New
SFI
187
Siemens Fonds Invest
Germany
$3.83M -$933 -10 -0%
TAF
188
Tredje AP-fonden
Sweden
$3.83M +$166K +1,776 +5%
CB
189
Commerce Bank
Missouri
$3.83M +$553K +5,934 +17%
TPSF
190
Texas Permanent School Fund
Texas
$3.77M +$1.2M +12,902 +47%
Westfield Capital Management
191
Westfield Capital Management
Massachusetts
$3.74M – – –
Corient Private Wealth
192
Corient Private Wealth
Florida
$3.74M +$1.83M +19,705 +96%
CM
193
Crestline Management
Texas
$3.73M +$3.73M +40,000 New
LWP
194
LMG Wealth Partners
Louisiana
$3.72M +$1.71M +18,333 +85%
KBC Group
195
KBC Group
Belgium
$3.71M +$31.3K +336 +0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
196
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.69M -$1.85M -19,849 -33%
NEPPG
197
New England Professional Planning Group
Rhode Island
$3.59M +$13.2K +143 +0.4%
FAF
198
Fjarde Ap-fonden
Sweden
$3.52M +$476K +5,100 +16%
BCM
199
Buckhead Capital Management
Georgia
$3.49M +$78.5K +842 +2%
TBA
200
Tower Bridge Advisors
Pennsylvania
$3.47M -$72.3K -775 -2%
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