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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 $25.7M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 25 → 25 (0)

12% less capital invested

Capital invested by funds: $29.2M → $25.7M (-$3.42M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$688K
2
CWM
Concert Wealth Management
California
+$249K
3
NFG
Next Financial Group
Texas
+$3K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$696

Top Sellers

1
CS
Credit Suisse
Switzerland
-$1.78M
2
Morgan Stanley
Morgan Stanley
New York
-$1.41M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
4
Wells Fargo
Wells Fargo
California
-$640K
5
Ameriprise
Ameriprise
Minnesota
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$8.97M -$640K -20,190 -7%
LPL Financial
2
LPL Financial
California
$2.66M -$27.1K -854 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.4M +$688K +21,690 +40%
CWM
4
Concert Wealth Management
California
$2.34M +$249K +7,857 +12%
UBS Group
5
UBS Group
Switzerland
$1.84M +$1.84M +58,091 New
Morgan Stanley
6
Morgan Stanley
New York
$1.54M -$1.41M -44,468 -48%
Bank of America
7
Bank of America
North Carolina
$1.53M -$12.1K -382 -0.8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.11M -$1.08M -34,122 -49%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.1M -$64.6K -2,037 -6%
TH
10
Timber Hill
Connecticut
$930K – – –
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$440K -$17K -535 -4%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$341K -$121K -3,819 -26%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$157K +$696 +22 +0.4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$95K – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$80K – – –
GT
16
Glenmede Trust
Pennsylvania
$62K – – –
Creative Planning
17
Creative Planning
Kansas
$55K – – –
AIG
18
American International Group
New York
$31.6K – – –
Citigroup
19
Citigroup
New York
$16K -$21.1K -658 -57%
WA
20
WFG Advisors
Texas
$16K – – –
FANJ
21
Financial Architects (New Jersey)
New Jersey
$13K – – –
NFG
22
Next Financial Group
Texas
$3K +$3K +92 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +27 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111 +$55 +1,732 +98%
CS
25
Credit Suisse
Switzerland
– -$1.78M -58,364 Closed
1
2

PWJ Hedge Fund Activity: Q4 2014 in Review

25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2014, worth a combined $25.7M — down 12% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PWJ positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $688K. The largest seller was Credit Suisse, exiting entirely with an estimated $1.78M sold.

  • 25 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $25.7M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2014, down 12% quarter-over-quarter.
  • 4 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2014 and 3 closed out, a net change of +1 holder.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2014 was Royal Bank of Canada, an estimated $688K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2014 was Credit Suisse, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2014.