Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
6 hedge funds and large institutions have $5.93M invested in Raymond James Financial Inc in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 5 closing their positions.
89% more capital invested
Capital invested by funds: $3.14M → $5.93M (+$2.79M)
40% less funds holding
Funds holding: 10 → 6 (-4)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$4.29M |
| 2 |
G
GlobalBridge
Minneapolis,
Minnesota
|
+$23.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
-$353K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$322K |
| 3 |
CNB
City National Bank
Beverly Hills,
California
|
-$313K |
| 4 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$275K |
| 5 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
1
Huntington National Bank
Columbus,
Ohio
| $4.35M | +$4.29M | +166,525 | New |
|
|
MCC
2
Mid Continent Capital
Chicago,
Illinois
| $673K | – | – | – |
|
|
KIA
3
KCM Investment Advisors
Greenbrae,
California
| $395K | -$5.16K | -200 | -1% |
|
|
G
4
GlobalBridge
Minneapolis,
Minnesota
| $290K | +$23.4K | +907 | +9% |
|
|
CAM
5
Cypress Asset Management
Houston,
Texas
| $209K | – | – | – |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $15K | -$129K | -5,000 | -89% |
|
|
SGAM
7
Steinberg Global Asset Management
Boca Raton,
Florida
| – | -$353K | -14,133 | Closed |
|
|
8
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$322K | -12,882 | Closed |
|
|
CNB
9
City National Bank
Beverly Hills,
California
| – | -$313K | -12,500 | Closed |
|
|
NPF
10
Norris Perne & French
Grand Rapids,
Michigan
| – | -$275K | -11,000 | Closed |
|
|
FBB
11
Fulton Breakefield Broenniman
Bethesda,
Maryland
| – | -$256K | -10,275 | Closed |
|
RJD.CL Hedge Fund Activity: Q1 2014 in Review
6 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q1 2014, worth a combined $5.93M — up 89% from $3.14M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of RJD.CL and 1 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Huntington National Bank, opening a new position worth an estimated $4.29M. The largest seller was Steinberg Global Asset Management, exiting entirely with an estimated $353K sold.
- 6 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q1 2014, down from 10 in Q4 2013.
- Funds reported $5.93M of Raymond James Financial Inc stock for Q1 2014, up 89% quarter-over-quarter.
- 1 fund opened new Raymond James Financial Inc positions in Q1 2014 and 5 closed out, a net change of -4 holders.
- The largest Raymond James Financial Inc buyer in Q1 2014 was Huntington National Bank, an estimated $4.29M added.
- The largest Raymond James Financial Inc seller in Q1 2014 was Steinberg Global Asset Management, an estimated $353K sold.
Based on aggregated 13F filings for Q1 2014.