Raymond James Financial
642 hedge funds and large institutions have $16.5B invested in Raymond James Financial in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 218 increasing their positions, 253 reducing their positions, and 80 closing their positions.
11% more capital invested
Capital invested by funds: $14.8B → $16.5B (+$1.61B)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
4% more call options, than puts
Call options by funds: $50.3M | Put options by funds: $48.1M
0.93% more ownership
Funds ownership: 74% → 74.93% (+0.93%)
3% less funds holding
Funds holding: 663 → 642 (-21)
14% less repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 253
25% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$144M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$134M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$80.3M |
| 4 |
BlackRock
New York
|
+$71.7M |
| 5 |
JP Morgan Chase
New York
|
+$65.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$262M |
| 2 |
Millennium Management
New York
|
-$77.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$48.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43.6M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$42.3M |
RJF Hedge Fund Activity: Q2 2023 in Review
642 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q2 2023, worth a combined $16.5B — up 11% from $14.8B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of RJF and 60 opened new positions — a net loss of 20 holders — while 253 trimmed existing stakes and 218 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $144M. The largest seller was Fidelity Investments, cutting an estimated $262M.
- 642 institutional investors held Raymond James Financial (RJF) as of Q2 2023, down from 663 in Q1 2023.
- Funds reported $16.5B of Raymond James Financial stock for Q2 2023, up 11% quarter-over-quarter.
- 60 funds opened new Raymond James Financial positions in Q2 2023 and 80 closed out, a net change of -20 holders.
- The largest Raymond James Financial buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $144M added.
- The largest Raymond James Financial seller in Q2 2023 was Fidelity Investments, an estimated $262M sold.
Based on aggregated 13F filings for Q2 2023.