POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
27 hedge funds and large institutions have $28.9M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
22% more capital invested
Capital invested by funds: $23.8M → $28.9M (+$5.15M)
8% more funds holding
Funds holding: 25 → 27 (+2)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.96M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$432K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$321K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$205K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$506K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$420K |
| 3 |
LPL Financial
San Diego,
California
|
-$83.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$83.4K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$34.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $8K | -$9.02K | -300 | -53% |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $64 | +$64 | +2,195 | New |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$11K | -400 | Closed |
|
PWJ Hedge Fund Activity: Q4 2013 in Review
27 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2013, worth a combined $28.9M — up 22% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWJ positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.96M. The largest seller was Morgan Stanley, cutting an estimated $506K.
- 27 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2013, up from 25 in Q3 2013.
- Funds reported $28.9M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2013, up 22% quarter-over-quarter.
- 4 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2013 and 1 closed out, a net change of +3 holders.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2013 was Royal Bank of Canada, an estimated $1.96M added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2013 was Morgan Stanley, an estimated $506K sold.
Based on aggregated 13F filings for Q4 2013.