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PWJ

POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ

Delisted

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

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25 hedge funds and large institutions have $23.8M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0% less capital invested

Capital invested by funds: $23.9M → $23.8M (-$106K)

4% less funds holding

Funds holding: 26 → 25 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$163K
2
LPL Financial
LPL Financial
California
+$32.1K
3
Wells Fargo
Wells Fargo
California
+$23.9K
4
Bank of America
Bank of America
North Carolina
+$23.2K
5
Citigroup
Citigroup
New York
+$21.2K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$937K
2
Morgan Stanley
Morgan Stanley
New York
-$380K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$222K
4
CWM
Concert Wealth Management
California
-$24.8K
5
CS
Credit Suisse
Switzerland
-$21.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.14M +$23.9K +881 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$3.19M -$380K -14,037 -11%
LPL Financial
3
LPL Financial
California
$2.11M +$32.1K +1,158 +2%
CWM
4
Concert Wealth Management
California
$1.9M -$24.8K -913 -1%
U
5
UBS
Switzerland
$1.82M +$163K +6,010 +10%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.73M +$19.8K +732 +1%
CS
7
Credit Suisse
Switzerland
$1.54M -$21.5K -793 -1%
Bank of America
8
Bank of America
North Carolina
$1.33M +$23.2K +856 +2%
TH
9
Timber Hill
Connecticut
$813K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$691K -$222K -8,200 -24%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$387K – – –
Ameriprise
12
Ameriprise
Minnesota
$316K +$12.9K +477 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$223K +$380 +14 +0.2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$145K +$729 +27 +0.5%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$81K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$68K – – –
Creative Planning
17
Creative Planning
Kansas
$56K – – –
GT
18
Glenmede Trust
Pennsylvania
$52K – – –
SFS
19
Signator Financial Services
Massachusetts
$48K -$19.1K -710 -28%
Citigroup
20
Citigroup
New York
$40K +$21.2K +791 +113%
AIG
21
American International Group
New York
$33.2K – – –
MFS
22
MSI Financial Services
Massachusetts
$15K – – –
WA
23
WFG Advisors
Texas
$14K – – –
FANJ
24
Financial Architects (New Jersey)
New Jersey
$11K – – –
DADC
25
D.A. Davidson & Co
Montana
$9K – – –
1
2

PWJ Hedge Fund Activity: Q3 2013 in Review

25 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q3 2013, worth a combined $23.8M — down 0.45% from $23.9M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PWJ and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.

The largest buyer was UBS, adding an estimated $163K. The largest seller was HighTower Advisors, exiting entirely with an estimated $937K sold.

  • 25 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q3 2013, down from 26 in Q2 2013.
  • Funds reported $23.8M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q3 2013, down 0.45% quarter-over-quarter.
  • 0 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q3 2013 was UBS, an estimated $163K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q3 2013 was HighTower Advisors, an estimated $937K sold.

Based on aggregated 13F filings for Q3 2013.