Raymond James Financial Inc
RJD.CL
RJD.CL was delisted on the 14th of March, 2017.
8 hedge funds and large institutions have $2.32M invested in Raymond James Financial Inc in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2% less capital invested
Capital invested by funds: $2.36M → $2.32M (-$42.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$77.1K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cypress Asset Management
Houston,
Texas
|
-$228K |
| 2 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$47K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$43.6K |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$26.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $762K | – | – | – |
|
|
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $410K | -$47K | -1,830 | -10% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $381K | +$77.1K | +3,000 | +25% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $266K | +$8.38K | +326 | +3% |
|
|
BRC
5
Bell Rock Capital
Rehoboth Beach,
Delaware
| $254K | +$257K | +10,000 | New |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $233K | -$43.6K | -1,697 | -16% |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $15K | – | – | – |
|
|
IP
8
Intellectus Partners
San Francisco,
California
| $1K | +$746 | +29 | New |
|
|
CAM
9
Cypress Asset Management
Houston,
Texas
| – | -$228K | -8,800 | Closed |
|
|
KLI
10
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$26.3K | -1,010 | Closed |
|
RJD.CL Hedge Fund Activity: Q4 2016 in Review
8 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Raymond James Financial Inc (RJD.CL) for Q4 2016, worth a combined $2.32M — down 1.8% from $2.36M a quarter earlier.
Fund positioning in RJD.CL was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $77.1K. The largest seller was Cypress Asset Management, exiting entirely with an estimated $228K sold.
- 8 institutional investors held Raymond James Financial Inc (RJD.CL) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $2.32M of Raymond James Financial Inc stock for Q4 2016, down 1.8% quarter-over-quarter.
- 2 funds opened new Raymond James Financial Inc positions in Q4 2016 and 2 closed out, a net change of 0 holders.
- The largest Raymond James Financial Inc buyer in Q4 2016 was Roosevelt Investment Group, an estimated $77.1K added.
- The largest Raymond James Financial Inc seller in Q4 2016 was Cypress Asset Management, an estimated $228K sold.
Based on aggregated 13F filings for Q4 2016.