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Raymond James Financial

746 hedge funds and large institutions have $19B invested in Raymond James Financial in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 282 increasing their positions, 244 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $21.8M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 244

3% more funds holding

Funds holding: 727746 (+19)

0.24% less ownership

Funds ownership: 74.47%74.23% (-0.24%)

5% less capital invested

Capital invested by funds: $19.9B → $19B (-$984M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
746
Holders Change
+19
Holders Change %
+2.61%
% of All Funds
10.77%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
79
Increased
282
Reduced
244
Closed
51
Calls
$83.3M
Puts
$21.8M
Net Calls
+$61.5M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Callodine Capital Management
Massachusetts
$4.94M +$4.94M +40,000 New
LWP
177
LMG Wealth Partners
Louisiana
$4.93M -$30.9K -250 -0.6%
HF
178
HRT Financial
New York
$4.86M +$4.38M +35,473 +924%
AA
179
Ancora Advisors
Ohio
$4.76M -$80.1K -649 -2%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.75M +$61.7K +500 +1%
AB
181
Amalgamated Bank
New York
$4.71M -$106K -855 -2%
Connor, Clark & Lunn Investment Management (CC&L)
182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.71M +$4.5M +36,431 +2,217%
BCIM
183
British Columbia Investment Management
British Columbia, Canada
$4.7M +$1.76M +14,231 +60%
Creative Planning
184
Creative Planning
Kansas
$4.67M +$98.4K +797 +2%
OAM
185
Oppenheimer Asset Management
New York
$4.56M +$850K +6,891 +23%
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$4.54M +$95.9K +777 +2%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$4.53M -$400K -3,241 -8%
DekaBank Deutsche Girozentrale
188
DekaBank Deutsche Girozentrale
Germany
$4.52M +$456K +3,694 +11%
CWM
189
CIBC World Markets
New York
$4.51M -$1.44M -11,687 -24%
CNB
190
Czech National Bank
Czech Republic
$4.39M +$302K +2,449 +7%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$4.39M -$18.5K -150 -0.4%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.37M +$257K +2,085 +6%
Teacher Retirement System of Texas
193
Teacher Retirement System of Texas
Texas
$4.25M +$3.33M +26,945 +364%
Comerica Bank
194
Comerica Bank
Texas
$4.22M -$364K -2,951 -8%
BCM
195
Buckhead Capital Management
Georgia
$4.18M -$554K -4,492 -12%
NC
196
NBW Capital
Massachusetts
$4.17M -$10.9K -88 -0.3%
SFI
197
Siemens Fonds Invest
Germany
$4.14M
EP
198
Edgestream Partners
New Jersey
$4.09M +$4.08M +33,059 New
DnB Asset Management
199
DnB Asset Management
Norway
$4.07M +$160K +1,298 +4%
MOACM
200
Mutual of America Capital Management
New York
$4M -$141K -1,139 -3%

RJF Hedge Fund Activity: Q2 2024 in Review

746 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2024, worth a combined $19B — down 4.9% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new RJF positions and 51 closed out — a net gain of 28 holders — while 282 added to existing stakes and 244 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 746 institutional investors held Raymond James Financial (RJF) as of Q2 2024, up from 727 in Q1 2024.
  • Funds reported $19B of Raymond James Financial stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 79 funds opened new Raymond James Financial positions in Q2 2024 and 51 closed out, a net change of +28 holders.
  • The largest Raymond James Financial buyer in Q2 2024 was First Trust Advisors, an estimated $167M added.
  • The largest Raymond James Financial seller in Q2 2024 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2024.