Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
9 hedge funds and large institutions have $2.66M invested in Raymond James Financial Inc in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
15% more capital invested
Capital invested by funds: $2.32M → $2.66M (+$343K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$264K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$264K |
| 3 |
CAM
Cypress Asset Management
Houston,
Texas
|
+$233K |
| 4 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$89.9K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
-$524K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$8.85K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$819 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $842K | -$819 | -31 | -0.1% |
|
|
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $475K | +$89.9K | +3,400 | +23% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $280K | -$8.85K | -335 | -3% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $266K | +$13.3K | +502 | +5% |
|
|
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $264K | +$264K | +10,000 | New |
|
|
RIG
6
Roosevelt Investment Group
New York
| $264K | +$264K | +10,000 | New |
|
|
CAM
7
Cypress Asset Management
Houston,
Texas
| $232K | +$233K | +8,800 | New |
|
|
KLI
8
Kelman-Lazarov Inc
Memphis,
Tennessee
| $26.8K | – | – | – |
|
|
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $15K | – | – | – |
|
|
IR
10
IAT Reinsurance
New York
| – | -$524K | -20,000 | Closed |
|
RJD.CL Hedge Fund Activity: Q2 2016 in Review
9 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q2 2016, worth a combined $2.66M — up 15% from $2.32M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RJD.CL positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was MassMutual Private Wealth & Trust, opening a new position worth an estimated $264K. The largest seller was IAT Reinsurance, exiting entirely with an estimated $524K sold.
- 9 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q2 2016, up from 7 in Q1 2016.
- Funds reported $2.66M of Raymond James Financial Inc stock for Q2 2016, up 15% quarter-over-quarter.
- 3 funds opened new Raymond James Financial Inc positions in Q2 2016 and 1 closed out, a net change of +2 holders.
- The largest Raymond James Financial Inc buyer in Q2 2016 was MassMutual Private Wealth & Trust, an estimated $264K added.
- The largest Raymond James Financial Inc seller in Q2 2016 was IAT Reinsurance, an estimated $524K sold.
Based on aggregated 13F filings for Q2 2016.