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PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX

Delisted

PIV was delisted on the 29th of February, 2012.

53 hedge funds and large institutions have $273M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

15% more funds holding

Funds holding: 4653 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less capital invested

Capital invested by funds: $277M → $273M (-$4.52M)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
12
Increased
19
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$53.6M +$8.07M +365,701 +18%
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$49.8M +$1.3M +58,944 +3%
PAS
3
Park Avenue Securities
New York
$35.5M +$357K +16,199 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$35M +$605K +27,437 +2%
SWA
5
SFMG Wealth Advisors
Texas
$34.8M -$79K -3,579 -0.2%
EK
6
Evensky & Katz
Florida
$14.6M +$893K +40,488 +7%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.96M
Wells Fargo
8
Wells Fargo
California
$7.23M +$156K +7,059 +2%
Morgan Stanley
9
Morgan Stanley
New York
$6.23M +$1.15M +52,333 +23%
CA
10
Cetera Advisors
Colorado
$3.11M +$923K +41,785 +42%
LPL Financial
11
LPL Financial
California
$2.91M -$966K -42,522 -25%
SCM
12
Stonehearth Capital Management
Massachusetts
$2.16M +$2.16M +97,964 New
MA
13
Montag & Associates
Georgia
$2.09M +$67.5K +3,058 +3%
LMIM
14
Lockheed Martin Investment Management
Maryland
$1.93M
Jane Street
15
Jane Street
New York
$1.57M +$1.57M +71,295 New
MFS
16
MSI Financial Services
Massachusetts
$1.53M +$32K +1,453 +2%
Goldman Sachs
17
Goldman Sachs
New York
$1.36M -$63.2K -2,863 -4%
PPA
18
Parametric Portfolio Associates
Washington
$1.3M -$274K -12,414 -17%
ALA
19
Atherton Lane Advisers
California
$929K -$9.6K -435 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$802K +$98.6K +4,474 +14%
CWM
21
Concert Wealth Management
California
$788K -$728 -33 -0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$741K +$741K +33,570 New
KA
23
Kovack Advisors
Florida
$730K +$222K +10,080 +44%
UBS Group
24
UBS Group
Switzerland
$660K -$941K -42,666 -59%
JWBC
25
J.W. Burns & Co
New York
$587K -$56.8K -2,575 -9%

PIV Hedge Fund Activity: Q3 2015 in Review

53 of the 3,582 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 Q3 2015, worth a combined $273M — down 1.6% from $277M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PIV positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $8.07M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.05M sold.

  • 53 institutional investors held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) as of Q3 2015, up from 46 in Q2 2015.
  • Funds reported $273M of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX stock for Q3 2015, down 1.6% quarter-over-quarter.
  • 12 funds opened new PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX positions in Q3 2015 and 4 closed out, a net change of +8 holders.
  • The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX buyer in Q3 2015 was Bank of America, an estimated $8.07M added.
  • The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX seller in Q3 2015 was Susquehanna International Group, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2015.