PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
PIV was delisted on the 29th of February, 2012.
85 hedge funds and large institutions have $508M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 10 closing their positions.
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
19% more capital invested
Capital invested by funds: $427M → $508M (+$81.3M)
5% more funds holding
Funds holding: 81 → 85 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$22.8M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$21.6M |
| 3 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$11.9M |
| 4 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$9.86M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$5.97M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.5M |
| 4 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
-$2.59M |
| 5 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$2.41M |
PIV Hedge Fund Activity: Q1 2017 in Review
85 of the 4,017 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 Q1 2017, worth a combined $508M — up 19% from $427M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PIV positions and 10 closed out — a net gain of 5 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $22.8M. The largest seller was Bank of America, cutting an estimated $44M.
- 85 institutional investors held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) as of Q1 2017, up from 81 in Q4 2016.
- Funds reported $508M of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX stock for Q1 2017, up 19% quarter-over-quarter.
- 15 funds opened new PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX positions in Q1 2017 and 10 closed out, a net change of +5 holders.
- The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $22.8M added.
- The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX seller in Q1 2017 was Bank of America, an estimated $44M sold.
Based on aggregated 13F filings for Q1 2017.