Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
5 hedge funds and large institutions have $1.92M invested in Raymond James Financial Inc in 2015 Q3 according to their latest regulatory filings, with 1 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
17% less funds holding
Funds holding: 6 → 5 (-1)
26% less capital invested
Capital invested by funds: $2.59M → $1.92M (-$669K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$293K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$2.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$414K |
| 2 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
-$304K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $877K | +$2.66K | +100 | +0.3% |
|
|
IR
2
IAT Reinsurance
New York
| $527K | – | – | – |
|
|
FBB
3
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $290K | +$293K | +11,010 | New |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $212K | -$414K | -15,562 | -66% |
|
|
GT
5
Glenmede Trust
Philadelphia,
Pennsylvania
| $15K | – | – | – |
|
|
BWAM
6
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$304K | -11,600 | Closed |
|
|
PPA
7
Parametric Portfolio Associates
Seattle,
Washington
| – | -$262K | -10,001 | Closed |
|
RJD.CL Hedge Fund Activity: Q3 2015 in Review
5 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q3 2015, worth a combined $1.92M — down 26% from $2.59M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of RJD.CL and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Fulton Breakefield Broenniman, opening a new position worth an estimated $293K. The largest seller was Ameriprise, cutting an estimated $414K.
- 5 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q3 2015, down from 6 in Q2 2015.
- Funds reported $1.92M of Raymond James Financial Inc stock for Q3 2015, down 26% quarter-over-quarter.
- 1 fund opened new Raymond James Financial Inc positions in Q3 2015 and 2 closed out, a net change of -1 holder.
- The largest Raymond James Financial Inc buyer in Q3 2015 was Fulton Breakefield Broenniman, an estimated $293K added.
- The largest Raymond James Financial Inc seller in Q3 2015 was Ameriprise, an estimated $414K sold.
Based on aggregated 13F filings for Q3 2015.