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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
Voloridge Investment Management
201
Voloridge Investment Management
Florida
$3.95M -$14.3M -116,240 -78%
Public Sector Pension Investment Board (PSP Investments)
202
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.92M +$248K +2,007 +7%
TAF
203
Tredje AP-fonden
Sweden
$3.87M -$60.5K -490 -2%
CCMINC
204
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.86M +$52.1K +422 +1%
URS
205
Utah Retirement Systems
Utah
$3.85M -$210K -1,700 -5%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$3.83M +$1.97M +15,940 +106%
FAF
207
Första AP-fonden
Sweden
$3.78M -$531K -4,300 -12%
DIA
208
Dana Investment Advisors
Wisconsin
$3.77M -$95.9K -777 -2%
AI
209
Atria Investments
North Carolina
$3.76M -$106K -862 -3%
CSIA
210
Carl Stuart Investment Advisor
Texas
$3.73M
DIA
211
Dean Investment Associates
Ohio
$3.67M +$641K +5,196 +21%
BCI
212
Brinker Capital Investments
Pennsylvania
$3.66M +$48.5K +393 +1%
OPS
213
Orion Portfolio Solutions
Nebraska
$3.66M +$48.5K +393 +1%
CIG
214
Cullen Investment Group
Louisiana
$3.59M -$86K -697 -2%
MYIA
215
Mount Yale Investment Advisors
Colorado
$3.57M -$82K -664 -2%
VPIM
216
Vanguard Personalized Indexing Management
California
$3.56M +$229K +1,856 +7%
AIM
217
Access Investment Management
Georgia
$3.56M +$30.9K +250 +0.9%
NYLIM
218
New York Life Investment Management
New York
$3.54M -$88.7K -719 -2%
SFM
219
Systematic Financial Management
New Jersey
$3.49M -$16K -130 -0.5%
BPFA
220
Barnes Pettey Financial Advisors
Mississippi
$3.48M -$370 -3 -0%
HWAM
221
Hennion & Walsh Asset Management
New Jersey
$3.45M -$41K -332 -1%
Aviva
222
Aviva
United Kingdom
$3.37M -$3.94M -31,928 -54%
PIP
223
PB Investment Partners
California
$3.33M +$36.7M +297,730 +276%
CBT
224
Central Bank & Trust
Kentucky
$3.32M -$77.5K -628 -2%
Envestnet Portfolio Solutions
225
Envestnet Portfolio Solutions
Illinois
$3.3M +$63.4K +514 +2%

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.