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Raymond James Financial

762 hedge funds and large institutions have $19.1B invested in Raymond James Financial in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 282 increasing their positions, 264 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $75.2M | Put options by funds: $31.4M

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

2% more funds holding

Funds holding: 746762 (+16)

1.53% more ownership

Funds ownership: 74.23%75.76% (+1.5%)

7% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 264

1% more capital invested

Capital invested by funds: $19B → $19.1B (+$153M)

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
762
Holders Change
+16
Holders Change %
+2.14%
% of All Funds
10.94%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.14%
New
74
Increased
282
Reduced
264
Closed
52
Calls
$75.2M
Puts
$31.4M
Net Calls
+$43.9M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.69B -$497K -4,253 -0%
BlackRock
2
BlackRock
New York
$1.67B -$88.3M -755,981 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.48B +$339M +2,898,242 +31%
Primecap Management
4
Primecap Management
California
$1.47B -$12.8M -109,170 -0.9%
State Street
5
State Street
Massachusetts
$977M +$6.34M +54,265 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$782M -$16.6M -142,323 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$557M +$57M +488,245 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$531M +$1.5M +12,869 +0.3%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$506M +$29.2M +249,599 +6%
AM
10
AGF Management
Ontario, Canada
$320M +$3.59M +30,696 +1%
Bank of America
11
Bank of America
North Carolina
$316M +$35.1M +300,145 +13%
EARNEST Partners
12
EARNEST Partners
Georgia
$307M +$479K +4,102 +0.2%
Norges Bank
13
Norges Bank
Norway
$288M +$8.85M +75,796 +3%
Invesco
14
Invesco
Georgia
$275M +$22.3M +190,759 +9%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$264M -$6.96M -59,557 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$253M +$4.69M +40,175 +2%
Morgan Stanley
17
Morgan Stanley
New York
$226M +$12.1M +103,743 +6%
Northern Trust
18
Northern Trust
Illinois
$218M -$11M -93,779 -5%
First Trust Advisors
19
First Trust Advisors
Illinois
$202M +$22.5M +192,635 +13%
Goldman Sachs
20
Goldman Sachs
New York
$186M +$3.51M +30,077 +2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$162M -$2.61M -22,352 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$160M -$1.84M -15,774 -1%
UBS AM
23
UBS AM
Illinois
$158M -$11.2M -96,239 -7%
Legal & General Group
24
Legal & General Group
United Kingdom
$154M +$815K +6,974 +0.6%
HA
25
Harfst & Associates
Wyoming
$138M -$2.22K -19 -0%

RJF Hedge Fund Activity: Q3 2024 in Review

762 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial (RJF) for Q3 2024, worth a combined $19.1B — up 0.81% from $19B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new RJF positions and 52 closed out — a net gain of 22 holders — while 282 added to existing stakes and 264 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $339M. The largest seller was APG Asset Management, cutting an estimated $158M.

  • 762 institutional investors held Raymond James Financial (RJF) as of Q3 2024, up from 746 in Q2 2024.
  • Funds reported $19.1B of Raymond James Financial stock for Q3 2024, up 0.81% quarter-over-quarter.
  • 74 funds opened new Raymond James Financial positions in Q3 2024 and 52 closed out, a net change of +22 holders.
  • The largest Raymond James Financial buyer in Q3 2024 was Wellington Management Group, an estimated $339M added.
  • The largest Raymond James Financial seller in Q3 2024 was APG Asset Management, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2024.