PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
PIV was delisted on the 29th of February, 2012.
95 hedge funds and large institutions have $552M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more funds holding
Funds holding: 85 → 95 (+10)
9% more capital invested
Capital invested by funds: $508M → $552M (+$44.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.38M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$5.3M |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$4.08M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.09M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.25M |
| 2 |
PAS
Park Avenue Securities
New York
|
-$3.15M |
| 3 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$2.51M |
| 4 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$2.1M |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$918K |
PIV Hedge Fund Activity: Q2 2017 in Review
95 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) for Q2 2017, worth a combined $552M — up 8.7% from $508M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PIV positions and 4 closed out — a net gain of 10 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $7.38M. The largest seller was Morgan Stanley, cutting an estimated $4.25M.
- 95 institutional investors held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) as of Q2 2017, up from 85 in Q1 2017.
- Funds reported $552M of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX stock for Q2 2017, up 8.7% quarter-over-quarter.
- 14 funds opened new PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX positions in Q2 2017 and 4 closed out, a net change of +10 holders.
- The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX buyer in Q2 2017 was MML Investors Services, an estimated $7.38M added.
- The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX seller in Q2 2017 was Morgan Stanley, an estimated $4.25M sold.
Based on aggregated 13F filings for Q2 2017.