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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 $31.4M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $29.6M → $31.4M (+$1.82M)

4% less funds holding

Funds holding: 26 → 25 (-1)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$527K
2
U
UBS
Switzerland
+$515K
3
LPL Financial
LPL Financial
California
+$205K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$116K
5
Wells Fargo
Wells Fargo
California
+$43.9K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$201K
2
Ameriprise
Ameriprise
Minnesota
-$57.3K
3
HighTower Advisors
HighTower Advisors
Illinois
-$53.1K
4
Bank of America
Bank of America
North Carolina
-$39.3K
5
TH
Timber Hill
Connecticut
-$21.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.17M +$43.9K +1,425 +0.5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.26M +$116K +3,756 +3%
Morgan Stanley
3
Morgan Stanley
New York
$2.83M +$27.1K +879 +1%
LPL Financial
4
LPL Financial
California
$2.64M +$205K +6,650 +8%
CWM
5
Concert Wealth Management
California
$2.06M – – –
U
6
UBS
Switzerland
$1.89M +$515K +16,727 +37%
CS
7
Credit Suisse
Switzerland
$1.8M – – –
Bank of America
8
Bank of America
North Carolina
$1.45M -$39.3K -1,276 -3%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.36M -$53.1K -1,724 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.27M +$527K +17,119 +71%
TH
11
Timber Hill
Connecticut
$903K -$21.6K -700 -2%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$466K -$17.6K -571 -4%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$455K +$23.1K +750 +5%
Ameriprise
14
Ameriprise
Minnesota
$324K -$57.3K -1,862 -15%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$152K -$14.5K -470 -9%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$92K – – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$78K – – –
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62K -$5.21K -170 -8%
GT
19
Glenmede Trust
Pennsylvania
$60K – – –
Creative Planning
20
Creative Planning
Kansas
$38K +$8.31K +272 +28%
AIG
21
American International Group
New York
$30.7K -$7.02K -228 -19%
Citigroup
22
Citigroup
New York
$22K -$2.55K -81 -10%
WA
23
WFG Advisors
Texas
$15K – – –
DADC
24
D.A. Davidson & Co
Montana
$10K – – –
TRCT
25
Tower Research Capital (TRC)
New York
$9K +$9K +300 New
1
2

PWJ Hedge Fund Activity: Q2 2014 in Review

25 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q2 2014, worth a combined $31.4M — up 6.2% from $29.6M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PWJ and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $527K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $201K sold.

  • 25 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q2 2014, down from 26 in Q1 2014.
  • Funds reported $31.4M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q2 2014, up 6.2% quarter-over-quarter.
  • 1 fund opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q2 2014 and 2 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q2 2014 was Susquehanna International Group, an estimated $527K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q2 2014 was Commonwealth Equity Services, an estimated $201K sold.

Based on aggregated 13F filings for Q2 2014.