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Raymond James Financial
RJF

661 hedge funds and large institutions have $14.8B invested in Raymond James Financial in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 230 increasing their positions, 263 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $34M | Put options by funds: $19.3M

1.96% less ownership

Funds ownership: 75.96% → 74% (-2%)

5% less funds holding

Funds holding: 699 → 661 (-38)

13% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 263

14% less capital invested

Capital invested by funds: $17.3B → $14.8B (-$2.48B)

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

30% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 88

Holders
661
Holders Change
-38
Holders Change %
-5.44%
% of All Funds
10.53%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
62
Increased
230
Reduced
263
Closed
88
Calls
$34M
Puts
$19.3M
Net Calls
+$14.7M
Net Calls Change
+$19.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
2
JP Morgan Chase
JP Morgan Chase
New York
+$153M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$54.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$184M
2
SCA
Southpoint Capital Advisors
New York
-$95.3M
3
Holocene Advisors
Holocene Advisors
New York
-$89.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$67.7M
5
BlackRock
BlackRock
New York
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.18B +$10.6M +100,037 +0.4%
BlackRock
2
BlackRock
New York
$1.53B -$50.2M -473,603 -3%
Primecap Management
3
Primecap Management
California
$1.2B -$23.7M -223,330 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$932M +$172M +1,625,771 +19%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$921M +$33.1M +312,384 +3%
State Street
6
State Street
Massachusetts
$744M -$40.9M -386,280 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$641M +$153M +1,448,047 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$374M +$8.09M +76,385 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$255M -$227K -2,143 -0.1%
Invesco
10
Invesco
Georgia
$209M +$4.27M +40,295 +2%
BWA
11
Brave Warrior Advisors
New York
$203M -$1.16M -10,941 -0.5%
Northern Trust
12
Northern Trust
Illinois
$197M -$2.35M -22,154 -1%
AM
13
AGF Management
Ontario, Canada
$190M -$12.8M -120,460 -6%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$188M +$311K +2,940 +0.1%
Bank of America
15
Bank of America
North Carolina
$179M -$3.27M -30,879 -2%
EARNEST Partners
16
EARNEST Partners
Georgia
$176M +$4.8M +45,320 +2%
Morgan Stanley
17
Morgan Stanley
New York
$174M -$43.7M -412,648 -18%
Norges Bank
18
Norges Bank
Norway
$173M -$8.63M -81,459 -4%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$157M +$2.69M +25,362 +2%
APG Asset Management
20
APG Asset Management
Netherlands
$136M -$22.9M -216,310 -12%
Legal & General Group
21
Legal & General Group
United Kingdom
$135M -$178K -1,685 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$132M -$5.49M -51,801 -4%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$125M +$54.4M +513,985 +62%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$123M +$6.26M +59,094 +5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$106M +$82.5M +778,644 +215%
1
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RJF Hedge Fund Activity: Q1 2023 in Review

661 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q1 2023, worth a combined $14.8B — down 14% from $17.3B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of RJF and 62 opened new positions — a net loss of 26 holders — while 263 trimmed existing stakes and 230 added.

The largest buyer was Fidelity Investments, adding an estimated $172M. The largest seller was First Trust Advisors, cutting an estimated $184M.

  • 661 institutional investors held Raymond James Financial (RJF) as of Q1 2023, down from 699 in Q4 2022.
  • Funds reported $14.8B of Raymond James Financial stock for Q1 2023, down 14% quarter-over-quarter.
  • 62 funds opened new Raymond James Financial positions in Q1 2023 and 88 closed out, a net change of -26 holders.
  • The largest Raymond James Financial buyer in Q1 2023 was Fidelity Investments, an estimated $172M added.
  • The largest Raymond James Financial seller in Q1 2023 was First Trust Advisors, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2023.