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DFJ Holdings Changes image
This page summarizes the DFJ holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2019 period, comparing share count change from 12/31/2018 to 3/31/2019. Share count is compared over these two periods to provide an indication of whether DFJ is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2018
 Share Count 
3/31/2019
 Share Count 
Change% Change
13F Filers Increasing DFJ Share Count
Huntington National Bank 1 50 +49 +4900.00%
OLD Mission Capital LLC 4,375 32,185 +27,810 +635.66%
HighTower Advisors LLC 113,597 225,831 +112,234 +98.80%
Bell Rock Capital LLC 1,039 1,945 +906 +87.20%
Virtu Financial LLC 4,843 6,994 +2,151 +44.41%
Patriot Financial Group Insurance Agency LLC 2,587 3,237 +650 +25.13%
Bank of New York Mellon Corp 75,934 86,816 +10,882 +14.33%
Barry Investment Advisors LLC 7,474 8,378 +904 +12.10%
Spinnaker Trust 78,725 85,900 +7,175 +9.11%
Steward Partners Investment Advisory LLC 13,621 14,237 +616 +4.52%
Bank of America Corp DE 8,660 9,044 +384 +4.43%
Motley Fool Wealth Management LLC 306,545 313,141 +6,596 +2.15%
13F Filers Reporting New Positions In DFJ
Renaissance Technologies LLC 0 5,600 +5,600 +100%
Meitav Dash Investments Ltd. 0 3,170 +3,170 +100%
Cambridge Investment Research Advisors Inc. 0 3,401 +3,401 +100%
Carroll Financial Associates Inc. 0 113 +113 +100%
Riverview Trust Co 0 111 +111 +100%
Financial Gravity Wealth Inc. 0 8 +8 +100%
WealthBridge Capital Management LLC 0 45 +45 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 571 571 UNCH 0.00%
PNC Financial Services Group Inc. 1,856 1,856 UNCH 0.00%
Mid Atlantic Financial Management Inc. ADV 3,187 3,187 UNCH 0.00%
Proequities Inc. 108 108 UNCH 0.00%
Cornerstone Capital Inc. 28,835 28,835 UNCH 0.00%
Blair William & Co. IL 695 695 UNCH 0.00%
Smithfield Trust Co. 944 944 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 301 301 UNCH 0.00%
BlackRock Inc. 40 40 UNCH 0.00%
Clal Insurance Enterprises Holdings Ltd 38,000 38,000 UNCH 0.00%
Hanson & Doremus Investment Management 1,420 1,420 UNCH 0.00%
AdvisorNet Financial Inc 125 125 UNCH 0.00%
Asset Dedication LLC 50 50 UNCH 0.00%
Parallax Volatility Advisers L.P. 1 1 UNCH 0.00%
Tower Research Capital LLC TRC 2 2 UNCH 0.00%
Paragon Capital Management Ltd 5,556 5,556 UNCH 0.00%
Advisory Services Network LLC 125 125 UNCH 0.00%
Main Management LLC 1,265 1,265 UNCH 0.00%
Ironsides Asset Advisors LLC 12,130 12,130 UNCH 0.00%
D Orazio & Associates Inc. 985 985 UNCH 0.00%
Wealthcare Advisory Partners LLC 25 25 UNCH 0.00%
Flagship Harbor Advisors LLC 29 29 UNCH 0.00%
Valeo Financial Advisors LLC 73 73 UNCH 0.00%
Emerald Investment Partners LLC 8 8 UNCH 0.00%
Private Capital Group LLC 50 50 UNCH 0.00%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 4,150 4,150 UNCH 0.00%
Aspire Private Capital LLC 473 473 UNCH 0.00%
Lake Point Wealth Management 22 22 UNCH 0.00%
13F Filers Decreasing DFJ Share Count
Raymond James & Associates 292,545 3,001 -289,544 -98.97%
FMR LLC 11 1 -10 -90.91%
JPMorgan Chase & Co. 2,300 300 -2,000 -86.96%
Janney Montgomery Scott LLC 138,468 26,134 -112,334 -81.13%
Flow Traders U.S. LLC 28,107 7,211 -20,896 -74.34%
Advisor Group Inc. 2,875 1,083 -1,792 -62.33%
Susquehanna International Group LLP 19,530 10,017 -9,513 -48.71%
Citigroup Inc. 135 85 -50 -37.04%
Surevest Inc. 6,554 4,372 -2,182 -33.29%
Mariner LLC 16,006 10,962 -5,044 -31.51%
Janney Capital Management LLC 900,195 623,647 -276,548 -30.72%
Mirae Asset Global Investments Co. Ltd. 35,770 27,160 -8,610 -24.07%
Royal Bank of Canada 125,866 100,626 -25,240 -20.05%
Ladenburg Thalmann Financial Services Inc. 7,339 6,265 -1,074 -14.63%
Citadel Advisors LLC 108,900 94,335 -14,565 -13.37%
Hsbc Holdings PLC 13,413 11,636 -1,777 -13.25%
Semmax Financial Advisors Inc. 423 382 -41 -9.69%
Morgan Stanley 199,024 183,565 -15,459 -7.77%
King Luther Capital Management Corp 6,057 5,660 -397 -6.55%
Aviance Capital Management LLC 8,620 8,065 -555 -6.44%
United Capital Financial Advisers LLC 10,039 9,407 -632 -6.30%
E&G Advisors LP 6,870 6,444 -426 -6.20%
Raymond James Financial Services Advisors Inc. 20,501 19,328 -1,173 -5.72%
LPL Financial LLC 12,116 11,708 -408 -3.37%
UBS Group AG 90,997 88,089 -2,908 -3.20%
Roberts Glore & Co. Inc. IL 8,014 7,939 -75 -0.94%
Wells Fargo & Company MN 3,794 3,769 -25 -0.66%
13F Filers Exiting DFJ
Global Wealth Management Investment Advisory Inc. 43 0 -43 -100.00%
We Are One Seven LLC 2,154 0 -2,154 -100.00%
Belpointe Asset Management LLC 5,080 0 -5,080 -100.00%
Intercontinental Wealth Advisors LLC 533 0 -533 -100.00%
Fieldpoint Private Securities LLC 400 0 -400 -100.00%
Baird Financial Group Inc. 3,747 0 -3,747 -100.00%
IFP Advisors Inc 279 0 -279 -100.00%
Fis Group Inc. 61,620 0 -61,620 -100.00%
Koshinski Asset Management Inc. 3,612 0 -3,612 -100.00%
Karp Capital Management Corp 600 0 -600 -100.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 380 0 -380 -100.00%
Jane Street Group LLC 98,982 0 -98,982 -100.00%
Hudock Capital Group LLC 233 0 -233 -100.00%
Vantage Investment Partners LLC 78,450 0 -78,450 -100.00%
Cetera Advisor Networks LLC 3,269 0 -3,269 -100.00%
Cetera Advisors LLC 23,058 0 -23,058 -100.00%
RiverFront Investment Group LLC 690,077 0 -690,077 -100.00%
Chevy Chase Trust Holdings Inc. 369 0 -369 -100.00%
Verition Fund Management LLC 4,394 0 -4,394 -100.00%
Two Sigma Securities LLC 4,104 0 -4,104 -100.00%
Envestnet Asset Management Inc. 23,046 0 -23,046 -100.00%
BB&T Securities LLC 38,090 0 -38,090 -100.00%
Regions Financial Corp 271 0 -271 -100.00%
Ameritas Investment Corp 158 0 -158 -100.00%
Stifel Financial Corp 18,691 0 -18,691 -100.00%

See Summary: Institutional Holders of DFJ
See Details: Top 10 Hedge Funds Holding DFJ

DFJ Holdings Changes | www.HoldingsChannel.com

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