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KBWI

POWERSHARES KBW INS PORT

Delisted

KBWI was delisted on the 18th of March, 2016.

6 hedge funds and large institutions have $2.48M invested in POWERSHARES KBW INS PORT in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 26 (+4)

50% more capital invested

Capital invested by funds: $1.65M → $2.48M (+$826K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.54M -$175K -3,030 -10%
Bank of America
2
Bank of America
North Carolina
$697K +$692K +11,958 New
MFS
3
MSI Financial Services
Massachusetts
$134K +$133K +2,301 New
Creative Planning
4
Creative Planning
Kansas
$58K +$57.8K +1,000 New
U
5
UBS
Switzerland
$27K +$27K +466 New
NES
6
New England Securities
New York
$15K -$9.25K -160 -38%

KBWI Hedge Fund Activity: Q3 2013 in Review

6 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES KBW INS PORT (KBWI) for Q3 2013, worth a combined $2.48M — up 50% from $1.65M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KBWI positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $692K. The largest seller was Susquehanna International Group, cutting an estimated $175K.

  • 6 institutional investors held POWERSHARES KBW INS PORT (KBWI) as of Q3 2013, up from 2 in Q2 2013.
  • Funds reported $2.48M of POWERSHARES KBW INS PORT stock for Q3 2013, up 50% quarter-over-quarter.
  • 4 funds opened new POWERSHARES KBW INS PORT positions in Q3 2013 and 0 closed out, a net change of +4 holders.
  • The largest POWERSHARES KBW INS PORT buyer in Q3 2013 was Bank of America, an estimated $692K added.
  • The largest POWERSHARES KBW INS PORT seller in Q3 2013 was Susquehanna International Group, an estimated $175K sold.

Based on aggregated 13F filings for Q3 2013.