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PIV

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

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.37%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
14
Increased
33
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
MML Investors Services
Massachusetts
+$7.38M
2
MIH
Madison Investment Holdings
Wisconsin
+$5.3M
3
FAAS
First Allied Advisory Services
California
+$4.08M
4
UBS Group
UBS Group
Switzerland
+$3.09M
5
LPT
Legacy Private Trust
Wisconsin
+$2.71M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.25M
2
PAS
Park Avenue Securities
New York
-$3.15M
3
PCMC
Paragon Capital Management (Colorado)
Colorado
-$2.51M
4
LMIM
Lockheed Martin Investment Management
Maryland
-$2.1M
5
CWM
Concert Wealth Management
California
-$918K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$51.1M +$1.25M +44,638 +3%
Bank of America
2
Bank of America
North Carolina
$47M +$665K +23,792 +1%
PAS
3
Park Avenue Securities
New York
$40.9M -$3.15M -112,680 -7%
PCMC
4
Paragon Capital Management (Colorado)
Colorado
$36.5M -$2.51M -89,697 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$32.2M +$1.6M +57,095 +5%
Morgan Stanley
6
Morgan Stanley
New York
$30.1M -$4.25M -151,991 -12%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$25.2M +$1.66M +59,401 +7%
LPT
8
Legacy Private Trust
Wisconsin
$24.1M +$2.71M +96,942 +13%
EK
9
Evensky & Katz
Florida
$24.1M -$19.5K -696 -0.1%
BJ
10
Brouwer & Janachowski
California
$21.3M +$1.43M +51,294 +7%
Lido Advisors
11
Lido Advisors
California
$20.6M -$835K -29,847 -4%
Wells Fargo
12
Wells Fargo
California
$20.6M -$109K -3,888 -0.5%
LPL Financial
13
LPL Financial
California
$15.5M -$165K -5,917 -1%
UBS Group
14
UBS Group
Switzerland
$12.5M +$3.09M +110,584 +33%
LYV
15
Live Your Vision
Pennsylvania
$12M +$324K +11,434 +3%
PCM
16
Peak Capital Management
Colorado
$9.53M +$9.53M +340,869 New
CA
17
Cetera Advisors
Colorado
$9.09M -$108K -3,856 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.75M +$210K +7,521 +3%
AG
19
Advisor Group
Arizona
$7.49M +$1.01M +36,098 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
$7.38M +$7.38M +264,015 New
LMIM
21
Lockheed Martin Investment Management
Maryland
$7.2M -$2.1M -75,042 -23%
FAAS
22
First Allied Advisory Services
California
$6.82M +$4.08M +145,780 +149%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$6.45M +$134K +4,797 +2%
CAG
24
Crestwood Advisors Group
Massachusetts
$6.39M -$258K -9,155 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.75M +$1.28M +45,751 +29%
1
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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.