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Daily Journal
DJCO

45 hedge funds and large institutions have $95.4M invested in Daily Journal in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

26% more capital invested

Capital invested by funds: $75.9M → $95.4M (+$19.6M)

15% more funds holding

Funds holding: 39 → 45 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
16
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CNB
City National Bank
California
+$1.79M
2
RI
RWWM Inc
California
+$1.41M
3
BIT
BlackRock Institutional Trust
California
+$229K
4
TCIM
TIAA CREF Investment Management
New York
+$212K
5
BFA
BlackRock Fund Advisors
California
+$207K

Top Sellers

Rank Fund Capital Flow
1
CSIC
Clifford Swan Investment Counsel
California
-$225K
2
Northern Trust
Northern Trust
Illinois
-$146K
3
Deutsche Bank
Deutsche Bank
Germany
-$58.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$57.6K
5
Citigroup
Citigroup
New York
-$41.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$168K – – –
NFA
27
Nationwide Fund Advisors
Ohio
$166K +$19.9K +111 +16%
Morgan Stanley
28
Morgan Stanley
New York
$154K -$1.08K -6 -0.8%
AIG
29
American International Group
New York
$146K +$15.3K +85 +14%
U
30
UBS
Switzerland
$129K +$23.2K +129 +26%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$124K – – –
BA
32
BlackRock Advisors
Delaware
$94K -$538 -3 -0.7%
Creative Planning
33
Creative Planning
Kansas
$62K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$52K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$39K -$57.6K -321 -63%
Deutsche Bank
36
Deutsche Bank
Germany
$36K -$58.3K -325 -65%
VFA
37
Virtus Fund Advisers
Connecticut
$19K +$16.5K +92 New
Wells Fargo
38
Wells Fargo
California
$16K +$13.8K +77 New
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$12.8K -$3.59K -20 -24%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$6K +$5.03K +28 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$6K +$5.38K +30 New
Citigroup
42
Citigroup
New York
$4K -$41.5K -231 -92%
Barclays
43
Barclays
United Kingdom
$3K -$1.97K -11 -41%
Bank of America
44
Bank of America
North Carolina
$2K -$538 -3 -25%
CSIC
45
Clifford Swan Investment Counsel
California
– -$225K -1,300 Closed
First Manhattan
46
First Manhattan
New York
– +$179 +1 New
1
2

DJCO Hedge Fund Activity: Q2 2014 in Review

45 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Daily Journal (DJCO) for Q2 2014, worth a combined $95.4M — up 26% from $75.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DJCO positions and 1 closed out — a net gain of 6 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was City National Bank, adding an estimated $1.79M. The largest seller was Clifford Swan Investment Counsel, exiting entirely with an estimated $225K sold.

  • 45 institutional investors held Daily Journal (DJCO) as of Q2 2014, up from 39 in Q1 2014.
  • Funds reported $95.4M of Daily Journal stock for Q2 2014, up 26% quarter-over-quarter.
  • 7 funds opened new Daily Journal positions in Q2 2014 and 1 closed out, a net change of +6 holders.
  • The largest Daily Journal buyer in Q2 2014 was City National Bank, an estimated $1.79M added.
  • The largest Daily Journal seller in Q2 2014 was Clifford Swan Investment Counsel, an estimated $225K sold.

Based on aggregated 13F filings for Q2 2014.