POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
32 hedge funds and large institutions have $18.1M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more funds holding
Funds holding: 28 → 32 (+4)
25% less capital invested
Capital invested by funds: $24.2M → $18.1M (-$6.14M)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.01M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$391K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$176K |
| 5 |
Morgan Stanley
New York
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $14K | – | – | – |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $14K | – | – | – |
|
|
FANJ
28
Financial Architects (New Jersey)
Marlton,
New Jersey
| $12K | +$12K | +400 | New |
|
|
CCA
29
Checchi Capital Advisers
Beverly Hills,
California
| $6K | +$6K | +204 | New |
|
|
MFW
30
Mosaic Family Wealth
St. Louis,
Missouri
| $2K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| – | -$1.3M | -43,228 | Closed |
|
33
JP Morgan Chase
New York
| – | -$47K | -1,560 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$3K | -100 | Closed |
|
PWJ Hedge Fund Activity: Q1 2016 in Review
32 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2016, worth a combined $18.1M — down 25% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PWJ positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $846K. The largest seller was Wells Fargo, cutting an estimated $5.01M.
- 32 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2016, up from 28 in Q4 2015.
- Funds reported $18.1M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2016, down 25% quarter-over-quarter.
- 7 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2016 and 3 closed out, a net change of +4 holders.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2016 was Citadel Advisors, an estimated $846K added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2016 was Wells Fargo, an estimated $5.01M sold.
Based on aggregated 13F filings for Q1 2016.