POWERSHARES KBW INS PORT
KBWI
KBWI was delisted on the 18th of March, 2016.
7 hedge funds and large institutions have $2.9M invested in POWERSHARES KBW INS PORT in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $2.8M → $2.9M (+$101K)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Cannell & Spears
New York
|
+$908K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$92.2K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$7.1K |
| 4 |
Morgan Stanley
New York
|
+$6.51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$417K |
| 2 |
Jane Street
New York
|
-$385K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$173K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.36M | +$92.2K | +1,416 | +7% |
|
|
CS
2
Cannell & Spears
New York
| $929K | +$908K | +13,946 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $459K | -$417K | -6,406 | -48% |
|
|
U
4
UBS
Zurich,
Switzerland
| $74K | +$7.1K | +109 | +11% |
|
5
Creative Planning
Overland Park,
Kansas
| $67K | – | – | – |
|
|
6
Morgan Stanley
New York
| $13K | +$6.51K | +100 | +100% |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| $3K | -$23.4K | -360 | -90% |
|
|
8
Jane Street
New York
| – | -$385K | -5,964 | Closed |
|
|
MFS
9
MSI Financial Services
Springfield,
Massachusetts
| – | -$173K | -2,683 | Closed |
|
KBWI Hedge Fund Activity: Q2 2014 in Review
7 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES KBW INS PORT (KBWI) for Q2 2014, worth a combined $2.9M — up 3.6% from $2.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of KBWI and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Cannell & Spears, opening a new position worth an estimated $908K. The largest seller was Susquehanna International Group, cutting an estimated $417K.
- 7 institutional investors held POWERSHARES KBW INS PORT (KBWI) as of Q2 2014, down from 8 in Q1 2014.
- Funds reported $2.9M of POWERSHARES KBW INS PORT stock for Q2 2014, up 3.6% quarter-over-quarter.
- 1 fund opened new POWERSHARES KBW INS PORT positions in Q2 2014 and 2 closed out, a net change of -1 holder.
- The largest POWERSHARES KBW INS PORT buyer in Q2 2014 was Cannell & Spears, an estimated $908K added.
- The largest POWERSHARES KBW INS PORT seller in Q2 2014 was Susquehanna International Group, an estimated $417K sold.
Based on aggregated 13F filings for Q2 2014.