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

Top Sellers

1
BWA
Brave Warrior Advisors
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BlackRock
BlackRock
New York
$1.95B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.32B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
201
DnB Asset Management
Norway
$4.06M +$214K +1,665 +6%
DIA
202
Dana Investment Advisors
Wisconsin
$4.02M +$4.02M +31,298 New
AI
203
Atria Investments
North Carolina
$4.02M +$1.09M +8,507 +37%
CCMINC
204
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.97M +$317K +2,458 +9%
CSIA
205
Carl Stuart Investment Advisor
Texas
$3.87M +$3.87M +30,150 New
OAM
206
Oppenheimer Asset Management
New York
$3.85M -$690K -5,372 -15%
CIG
207
Cullen Investment Group
Louisiana
$3.83M -$173K -1,341 -4%
Public Sector Pension Investment Board (PSP Investments)
208
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M +$33.1K +258 +0.9%
MYIA
209
Mount Yale Investment Advisors
Colorado
$3.8M +$1.64M +12,809 +76%
NYLIM
210
New York Life Investment Management
New York
$3.77M -$114K -886 -3%
BCI
211
Brinker Capital Investments
Pennsylvania
$3.75M +$165K +1,286 +5%
OPS
212
Orion Portfolio Solutions
Nebraska
$3.75M +$165K +1,286 +5%
GIS
213
Graphene Investments SAS
France
$3.72M – – –
FHB
214
First Hawaiian Bank
Hawaii
$3.7M -$3.98K -31 -0.1%
AIM
215
Access Investment Management
Georgia
$3.66M +$4.5K +35 +0.1%
SFM
216
Systematic Financial Management
New Jersey
$3.65M +$1.09M +8,460 +42%
HWAM
217
Hennion & Walsh Asset Management
New Jersey
$3.62M -$52.1K -406 -1%
BPFA
218
Barnes Pettey Financial Advisors
Mississippi
$3.62M +$4.75K +37 +0.1%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$3.56M +$107K +832 +3%
VPIM
220
Vanguard Personalized Indexing Management
California
$3.54M +$111K +861 +3%
CBT
221
Central Bank & Trust
Kentucky
$3.53M -$253K -1,970 -7%
CCIA
222
Campbell & Co Investment Adviser
Maryland
$3.47M +$2.81M +21,899 +426%
X
223
Xponance
Pennsylvania
$3.47M +$328K +2,552 +10%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$3.45M -$3.88M -30,224 -53%
BF
225
BOK Financial
Oklahoma
$3.39M +$3.37M +26,196 +15,781%
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