POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
31 hedge funds and large institutions have $16.8M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
11% more funds holding
Funds holding: 28 → 31 (+3)
2% more capital invested
Capital invested by funds: $16.5M → $16.8M (+$301K)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$437K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$235K |
| 3 |
Jane Street
New York
|
+$216K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$202K |
| 5 |
SG Americas Securities
New York
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$440K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$266K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$105K |
| 5 |
LPL Financial
San Diego,
California
|
-$49.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YWP
26
YorkBridge Wealth Partners
New York
| $17K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $15K | +$15K | +450 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $13K | -$3.25K | -100 | -20% |
|
29
Citigroup
New York
| $9K | – | – | – |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $3.41K | +$3.41K | +100 | New |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.1M | -35,536 | Closed |
|
PWJ Hedge Fund Activity: Q1 2017 in Review
31 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2017, worth a combined $16.8M — up 1.8% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWJ positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $437K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.1M sold.
- 31 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2017, up from 28 in Q4 2016.
- Funds reported $16.8M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2017, up 1.8% quarter-over-quarter.
- 5 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2017 and 1 closed out, a net change of +4 holders.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2017 was Morgan Stanley, an estimated $437K added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2017 was Susquehanna International Group, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2017.