Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
4 hedge funds and large institutions have $1.41M invested in Raymond James Financial Inc in 2015 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
24% less capital invested
Capital invested by funds: $1.86M → $1.41M (-$448K)
33% less funds holding
Funds holding: 6 → 4 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
+$2.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cypress Asset Management
Houston,
Texas
|
-$218K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$208K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$13.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $875K | – | – | – |
|
|
BWAM
2
Boyd Watterson Asset Management
Cleveland,
Ohio
| $314K | +$2.73K | +100 | +0.9% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $207K | -$13.6K | -500 | -6% |
|
|
GT
4
Glenmede Trust
Philadelphia,
Pennsylvania
| $16K | – | – | – |
|
|
CAM
5
Cypress Asset Management
Houston,
Texas
| – | -$218K | -8,000 | Closed |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| – | -$208K | -7,609 | Closed |
|
RJD.CL Hedge Fund Activity: Q1 2015 in Review
4 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q1 2015, worth a combined $1.41M — down 24% from $1.86M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RJD.CL and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Boyd Watterson Asset Management, adding an estimated $2.73K. The largest seller was Cypress Asset Management, exiting entirely with an estimated $218K sold.
- 4 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q1 2015, down from 6 in Q4 2014.
- Funds reported $1.41M of Raymond James Financial Inc stock for Q1 2015, down 24% quarter-over-quarter.
- 0 funds opened new Raymond James Financial Inc positions in Q1 2015 and 2 closed out, a net change of -2 holders.
- The largest Raymond James Financial Inc buyer in Q1 2015 was Boyd Watterson Asset Management, an estimated $2.73K added.
- The largest Raymond James Financial Inc seller in Q1 2015 was Cypress Asset Management, an estimated $218K sold.
Based on aggregated 13F filings for Q1 2015.