We are live on ! Find out more
PWJ

POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO

Delisted

PWJ was delisted on the 15th of June, 2011.

28 hedge funds and large institutions have $16.5M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

27% more capital invested

Capital invested by funds: $13M → $16.5M (+$3.49M)

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$15K +$15K +500 New
Citigroup
27
Citigroup
New York
$8K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
-$37K -1,169 Closed
JP Morgan Chase
29
JP Morgan Chase
New York
-$2K -73 Closed

PWJ Hedge Fund Activity: Q4 2016 in Review

28 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2016, worth a combined $16.5M — up 27% from $13M a quarter earlier.

Fund positioning in PWJ was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $472K. The largest seller was Wells Fargo, cutting an estimated $105K.

  • 28 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $16.5M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2016, up 27% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2016 and 3 closed out, a net change of 0 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2016 was Morgan Stanley, an estimated $472K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2016 was Wells Fargo, an estimated $105K sold.

Based on aggregated 13F filings for Q4 2016.