Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carillon Ser Tr (RJDI)

12 + Investors. Track Smart Money conviction in RJDI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — RJDI

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added RJDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
12 hedge funds hold RJDI right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 100% buying

11 buying0 selling
Last quarter: 11 funds were net buyers (7 opened a brand new position + 4 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 12 current holders: 12 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 12 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RJDI

In 2026 Q1, 11 hedge funds were net buyers of RJDI (7 opened a new position, 4 added to an existing one), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 12.

Hedge Fund Ownership: RJDI

How many hedge funds hold RJDI — quarterly history vs. share price
Quarterly hedge fund ownership of RJDI vs. share price

Market Analysis: RJDI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RJDI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Carillon Ser Tr (RJDI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RJDI has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 33d ago
RJDI
-0.2%
SPY
+0.0%

RJDI outperformed SPY by -0.2% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: RJDI
2026 Q2 Stats Unlock in 17 days 12 + Investors

Track Smart Money conviction in RJDI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 12 5 140.0%
13F Shares 921K 753K 22.33%
Total Value $25M $19M 29.36%
New Positions 7 5 +2
Increased Positions 4 0 +4
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RJDI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RJDI. Verified SEC 13F-HR filings.

QUARTER:
Top 12 RJDI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clear Investment Research, LLC 0.27% 6,449 $172K
2 Phillips Wealth Planners LLC 0.25% 11,638 $336K
3 Global Assets Advisory, LLC 0.24% 30,792 $823K
4 Clear Trail Advisors, LLC 0.23% 52,129 $1.4M
5 Tulsa Wealth Advisors, INC 0.11% 23,809 $636K
6 Balefire, LLC 0.06% 11,024 $295K
7 Raymond James Financial Inc 0.01% 737,417 $19.7M
8 Nemes Rush Group LLC 0.00% 1,826 $49K
9 Steward Partners Investment Advisory, LLC 0.00% 24,409 $652K
10 Huntington National Bank 0.00% 2,600 $69K
11 Jane Street Group, LLC 0.00% 18,488 $494K
12 UBS Group AG 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Carillon Ser Tr (RJDI)

What does the Smart Money Trend signal show for RJDI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RJDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RJDI?

More buyers than sellers — 100% buying: Last quarter: 11 funds were net buyers (7 opened a brand new position + 4 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RJDI holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 12 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RJDI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Carillon Ser Tr (RJDI) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), RJDI has gained -0.2% vs +0.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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