POWERSHARES KBW INS PORT
KBWI
KBWI was delisted on the 18th of March, 2016.
6 hedge funds and large institutions have $4.69M invested in POWERSHARES KBW INS PORT in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
89% more capital invested
Capital invested by funds: $2.48M → $4.69M (+$2.21M)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.63M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$125K |
| 3 |
Morgan Stanley
New York
|
+$48.9K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.2K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$7.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$27K |
| 2 |
NES
New England Securities
New York
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $3.47M | +$1.63M | +25,872 | +98% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $922K | +$125K | +1,977 | +17% |
|
|
MFS
3
MSI Financial Services
Springfield,
Massachusetts
| $160K | +$7.31K | +116 | +5% |
|
4
Creative Planning
Overland Park,
Kansas
| $66K | – | – | – |
|
|
5
Morgan Stanley
New York
| $51K | +$48.9K | +777 | New |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| $26K | +$25.2K | +400 | New |
|
|
U
7
UBS
Zurich,
Switzerland
| – | -$27K | -466 | Closed |
|
|
NES
8
New England Securities
New York
| – | -$15K | -260 | Closed |
|
KBWI Hedge Fund Activity: Q4 2013 in Review
6 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES KBW INS PORT (KBWI) for Q4 2013, worth a combined $4.69M — up 89% from $2.48M a quarter earlier.
Fund positioning in KBWI was balanced in Q4 2013: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.63M. The largest seller was UBS, exiting entirely with an estimated $27K sold.
- 6 institutional investors held POWERSHARES KBW INS PORT (KBWI) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $4.69M of POWERSHARES KBW INS PORT stock for Q4 2013, up 89% quarter-over-quarter.
- 2 funds opened new POWERSHARES KBW INS PORT positions in Q4 2013 and 2 closed out, a net change of 0 holders.
- The largest POWERSHARES KBW INS PORT buyer in Q4 2013 was Susquehanna International Group, an estimated $1.63M added.
- The largest POWERSHARES KBW INS PORT seller in Q4 2013 was UBS, an estimated $27K sold.
Based on aggregated 13F filings for Q4 2013.