POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
26 hedge funds and large institutions have $29.6M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $28.9M → $29.6M (+$699K)
4% less funds holding
Funds holding: 27 → 26 (-1)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$661K |
| 3 |
LPL Financial
San Diego,
California
|
+$183K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$53.5K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.1K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.64M |
| 2 |
Morgan Stanley
New York
|
-$284K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$246K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$205K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$62.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $66 | – | – | – |
|
|
OC
27
Oppenheimer & Co
New York
| – | -$205K | -7,054 | Closed |
|
PWJ Hedge Fund Activity: Q1 2014 in Review
26 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2014, worth a combined $29.6M — up 2.4% from $28.9M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PWJ and 0 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.25M. The largest seller was Susquehanna International Group, cutting an estimated $1.64M.
- 26 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2014, down from 27 in Q4 2013.
- Funds reported $29.6M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2014, up 2.4% quarter-over-quarter.
- 0 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2014 and 1 closed out, a net change of -1 holder.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2014 was Royal Bank of Canada, an estimated $1.25M added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2014 was Susquehanna International Group, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2014.