Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
7 hedge funds and large institutions have $5.52M invested in Raymond James Financial Inc in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
7% less capital invested
Capital invested by funds: $5.93M → $5.52M (-$412K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
+$306K |
| 2 |
MFBTD
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
+$171K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$134K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$50.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$673K |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
1
Huntington National Bank
Columbus,
Ohio
| $4.21M | -$279K | -10,500 | -6% |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $459K | +$50.5K | +1,900 | +13% |
|
|
BWAM
3
Boyd Watterson Asset Management
Cleveland,
Ohio
| $310K | +$306K | +11,500 | New |
|
|
CAM
4
Cypress Asset Management
Houston,
Texas
| $216K | – | – | – |
|
|
MFBTD
5
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $173K | +$171K | +6,425 | New |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| $136K | +$134K | +5,033 | New |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $16K | – | – | – |
|
|
MCC
8
Mid Continent Capital
Chicago,
Illinois
| – | -$673K | -25,775 | Closed |
|
RJD.CL Hedge Fund Activity: Q2 2014 in Review
7 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q2 2014, worth a combined $5.52M — down 6.9% from $5.93M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RJD.CL positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Boyd Watterson Asset Management, opening a new position worth an estimated $306K. The largest seller was Mid Continent Capital, exiting entirely with an estimated $673K sold.
- 7 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q2 2014, up from 6 in Q1 2014.
- Funds reported $5.52M of Raymond James Financial Inc stock for Q2 2014, down 6.9% quarter-over-quarter.
- 3 funds opened new Raymond James Financial Inc positions in Q2 2014 and 1 closed out, a net change of +2 holders.
- The largest Raymond James Financial Inc buyer in Q2 2014 was Boyd Watterson Asset Management, an estimated $306K added.
- The largest Raymond James Financial Inc seller in Q2 2014 was Mid Continent Capital, an estimated $673K sold.
Based on aggregated 13F filings for Q2 2014.