Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
10 hedge funds and large institutions have $3.14M invested in Raymond James Financial Inc in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
9% less funds holding
Funds holding: 11 → 10 (-1)
16% less capital invested
Capital invested by funds: $3.74M → $3.14M (-$600K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
+$316K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$21K |
| 3 |
G
GlobalBridge
Minneapolis,
Minnesota
|
+$14.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$335K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$217K |
| 3 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$37.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
1
Mid Continent Capital
Chicago,
Illinois
| $644K | -$335K | -13,250 | -34% |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $383K | -$217K | -8,573 | -36% |
|
|
SGAM
3
Steinberg Global Asset Management
Boca Raton,
Florida
| $353K | – | – | – |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $322K | +$21K | +832 | +7% |
|
|
CNB
5
City National Bank
Beverly Hills,
California
| $313K | +$316K | +12,500 | New |
|
|
NPF
6
Norris Perne & French
Grand Rapids,
Michigan
| $275K | – | – | – |
|
|
FBB
7
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $256K | -$37.9K | -1,500 | -13% |
|
|
G
8
GlobalBridge
Minneapolis,
Minnesota
| $255K | +$14.4K | +571 | +6% |
|
|
CAM
9
Cypress Asset Management
Houston,
Texas
| $200K | – | – | – |
|
|
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| $140K | – | – | – |
|
RJD.CL Hedge Fund Activity: Q4 2013 in Review
10 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q4 2013, worth a combined $3.14M — down 16% from $3.74M a quarter earlier.
Fund positioning in RJD.CL was balanced in Q4 2013: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was City National Bank, opening a new position worth an estimated $316K. The largest seller was Mid Continent Capital, cutting an estimated $335K.
- 10 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q4 2013, down from 11 in Q3 2013.
- Funds reported $3.14M of Raymond James Financial Inc stock for Q4 2013, down 16% quarter-over-quarter.
- 1 fund opened new Raymond James Financial Inc positions in Q4 2013 and 1 closed out, a net change of 0 holders.
- The largest Raymond James Financial Inc buyer in Q4 2013 was City National Bank, an estimated $316K added.
- The largest Raymond James Financial Inc seller in Q4 2013 was Mid Continent Capital, an estimated $335K sold.
Based on aggregated 13F filings for Q4 2013.