PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
PIV was delisted on the 29th of February, 2012.
116 hedge funds and large institutions have $629M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
16% more funds holding
Funds holding: 100 → 116 (+16)
8% more capital invested
Capital invested by funds: $580M → $629M (+$49.3M)
3% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 34
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $213K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.89M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$6.89M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.92M |
| 4 |
KIC
Keating Investment Counselors
Delray Beach,
Florida
|
+$3.21M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.06M |
| 3 |
VF
Virtu Financial
New York
|
-$2.51M |
| 4 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
-$2.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.26M |
PIV Hedge Fund Activity: Q4 2017 in Review
116 of the 4,419 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 Q4 2017, worth a combined $629M — up 8.5% from $580M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PIV positions and 10 closed out — a net gain of 16 holders — while 33 added to existing stakes and 34 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $8.89M. The largest seller was Morgan Stanley, cutting an estimated $5.47M.
- 116 institutional investors held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) as of Q4 2017, up from 100 in Q3 2017.
- Funds reported $629M of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX stock for Q4 2017, up 8.5% quarter-over-quarter.
- 26 funds opened new PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX positions in Q4 2017 and 10 closed out, a net change of +16 holders.
- The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX buyer in Q4 2017 was PNC Financial Services Group, an estimated $8.89M added.
- The largest PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX seller in Q4 2017 was Morgan Stanley, an estimated $5.47M sold.
Based on aggregated 13F filings for Q4 2017.