POWERSHARES KBW INS PORT
KBWI
KBWI was delisted on the 18th of March, 2016.
6 hedge funds and large institutions have $298K invested in POWERSHARES KBW INS PORT in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
90% less capital invested
Capital invested by funds: $2.9M → $298K (-$2.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.3M |
| 2 |
CS
Cannell & Spears
New York
|
-$929K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$459K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$9.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $96K | +$83K | +1,258 | +629% |
|
2
Creative Planning
Overland Park,
Kansas
| $66K | – | – | – |
|
|
U
3
UBS
Zurich,
Switzerland
| $64K | -$9.63K | -146 | -13% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $43K | -$1.3M | -19,737 | -97% |
|
|
5
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $26K | +$26.4K | +400 | New |
|
6
Ameriprise
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
CS
7
Cannell & Spears
New York
| – | -$929K | -13,946 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$459K | -6,885 | Closed |
|
KBWI Hedge Fund Activity: Q3 2014 in Review
6 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES KBW INS PORT (KBWI) for Q3 2014, worth a combined $298K — down 90% from $2.9M 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 1 added.
The largest buyer was Morgan Stanley, adding an estimated $83K. The largest seller was Bank of America, cutting an estimated $1.3M.
- 6 institutional investors held POWERSHARES KBW INS PORT (KBWI) as of Q3 2014, down from 7 in Q2 2014.
- Funds reported $298K of POWERSHARES KBW INS PORT stock for Q3 2014, down 90% quarter-over-quarter.
- 1 fund opened new POWERSHARES KBW INS PORT positions in Q3 2014 and 2 closed out, a net change of -1 holder.
- The largest POWERSHARES KBW INS PORT buyer in Q3 2014 was Morgan Stanley, an estimated $83K added.
- The largest POWERSHARES KBW INS PORT seller in Q3 2014 was Bank of America, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2014.