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RJI

AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return

Delisted

RJI was delisted on the 21st of October, 2022.

36 hedge funds and large institutions have $73.8M invested in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

5% less capital invested

Capital invested by funds: $77.9M → $73.8M (-$4.04M)

23% less funds holding

Funds holding: 4736 (-11)

92% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 12

Holders
36
Holders Change
-11
Holders Change %
-23.4%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
11
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BO
1
BRR OpCo
Ohio
$22.9M +$1.64M +321,167 +8%
DADC
2
D.A. Davidson & Co
Montana
$14.5M +$314K +61,481 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.2M +$317K +61,949 +2%
KL
4
KWMG LLC
Kansas
$7.93M +$286K +55,909 +4%
AA
5
Ancora Advisors
Ohio
$4.04M
WAM
6
Wealthspire Advisors (Maryland)
Maryland
$2.44M +$8.94K +1,748 +0.4%
SWA
7
Sutton Wealth Advisors
Florida
$1.54M -$68.9K -13,480 -4%
OMC
8
Old Mission Capital
Illinois
$849K +$801K +156,682 +1,495%
Principal Financial Group
9
Principal Financial Group
Iowa
$564K +$36.5K +7,134 +7%
MHIC
10
Marble Harbor Investment Counsel
Massachusetts
$554K
UBS Group
11
UBS Group
Switzerland
$416K -$34.9K -6,831 -8%
CWM
12
Centric Wealth Management
Illinois
$414K +$67.6K +13,229 +19%
FLA
13
Financial Life Advisors
Texas
$388K -$24.6K -4,813 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$335K -$179K -35,017 -35%
FNT
15
First National Trust
Pennsylvania
$321K -$25.6K -5,000 -7%
Bank of America
16
Bank of America
North Carolina
$277K
SC
17
Sepio Capital
Utah
$263K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$196K -$2.65M -517,621 -93%
FPB
19
First PREMIER Bank
South Dakota
$193K -$130K -25,349 -40%
CL
20
CPWM LLC
Washington
$174K
Wells Fargo
21
Wells Fargo
California
$169K -$84K -16,426 -33%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$149K +$138K +27,058 +1,169%
BWCS
23
Beirne Wealth Consulting Services
Connecticut
$144K
PP
24
PDS Planning
Ohio
$143K
Jane Street
25
Jane Street
New York
$129K -$100K -19,622 -44%

RJI Hedge Fund Activity: Q3 2019 in Review

36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) for Q3 2019, worth a combined $73.8M — down 5.2% from $77.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RJI and 1 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was BRR OpCo, adding an estimated $1.64M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $2.65M.

  • 36 institutional investors held AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return (RJI) as of Q3 2019, down from 47 in Q2 2019.
  • Funds reported $73.8M of AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 1 fund opened new AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return positions in Q3 2019 and 12 closed out, a net change of -11 holders.
  • The largest AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return buyer in Q3 2019 was BRR OpCo, an estimated $1.64M added.
  • The largest AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return seller in Q3 2019 was Ladenburg Thalmann Financial Services, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2019.