Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
8 hedge funds and large institutions have $2.36M invested in Raymond James Financial Inc in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
11% less funds holding
Funds holding: 9 → 8 (-1)
11% less capital invested
Capital invested by funds: $2.66M → $2.36M (-$300K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$52.5K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.71K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$49.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $776K | -$49.1K | -1,871 | -6% |
|
|
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $465K | – | – | – |
|
|
RIG
3
Roosevelt Investment Group
New York
| $310K | +$52.5K | +2,000 | +20% |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $281K | +$6.71K | +256 | +2% |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $263K | +$2.62K | +100 | +1% |
|
|
CAM
6
Cypress Asset Management
Houston,
Texas
| $228K | – | – | – |
|
|
KLI
7
Kelman-Lazarov Inc
Memphis,
Tennessee
| $26.3K | – | – | – |
|
|
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $15K | – | – | – |
|
RJD.CL Hedge Fund Activity: Q3 2016 in Review
8 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q3 2016, worth a combined $2.36M — down 11% from $2.66M a quarter earlier.
Fund positioning in RJD.CL was balanced in Q3 2016: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $52.5K. The largest seller was KCM Investment Advisors, cutting an estimated $49.1K.
- 8 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q3 2016, down from 9 in Q2 2016.
- Funds reported $2.36M of Raymond James Financial Inc stock for Q3 2016, down 11% quarter-over-quarter.
- 0 funds opened new Raymond James Financial Inc positions in Q3 2016 and 0 closed out.
- The largest Raymond James Financial Inc buyer in Q3 2016 was Roosevelt Investment Group, an estimated $52.5K added.
- The largest Raymond James Financial Inc seller in Q3 2016 was KCM Investment Advisors, an estimated $49.1K sold.
Based on aggregated 13F filings for Q3 2016.