POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
25 hedge funds and large institutions have $25.7M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 25 → 25 (0)
12% less capital invested
Capital invested by funds: $29.2M → $25.7M (-$3.42M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$688K |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
+$249K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$3K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$696 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.78M |
| 2 |
Morgan Stanley
New York
|
-$1.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$640K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$297K | -9,727 | Closed |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | -$3K | -106 | Closed |
|
PWJ Hedge Fund Activity: Q4 2014 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2014, worth a combined $25.7M — down 12% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWJ positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $688K. The largest seller was Credit Suisse, exiting entirely with an estimated $1.78M sold.
- 25 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $25.7M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2014, down 12% quarter-over-quarter.
- 4 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2014 and 3 closed out, a net change of +1 holder.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2014 was Royal Bank of Canada, an estimated $688K added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2014 was Credit Suisse, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2014.