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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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24 hedge funds and large institutions have $28.4M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $25.7M → $28.4M (+$2.62M)

4% less funds holding

Funds holding: 25 → 24 (-1)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.07M
2
Citadel Advisors
Citadel Advisors
Florida
+$523K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$143K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$100K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$65.5K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$810K
2
UBS Group
UBS Group
Switzerland
-$427K
3
Morgan Stanley
Morgan Stanley
New York
-$187K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$172K
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$75.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.2M +$3.07M +94,864 +34%
LPL Financial
2
LPL Financial
California
$2.67M -$19.6K -613 -0.7%
CWM
3
Concert Wealth Management
California
$2.32M +$9.4K +301 +0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.28M -$172K -5,294 -7%
UBS Group
5
UBS Group
Switzerland
$1.46M -$427K -13,183 -23%
Morgan Stanley
6
Morgan Stanley
New York
$1.39M -$187K -5,755 -12%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.28M +$143K +4,429 +13%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.1M -$25.2K -777 -2%
TH
9
Timber Hill
Connecticut
$950K – – –
Bank of America
10
Bank of America
North Carolina
$757K -$810K -24,998 -52%
Citadel Advisors
11
Citadel Advisors
Florida
$523K +$523K +16,147 New
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$373K -$75.9K -2,344 -17%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$337K -$11.4K -352 -3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$261K +$100K +3,102 +63%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$163K +$65.5K +2,015 +67%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$88K +$6.1K +189 +7%
GT
17
Glenmede Trust
Pennsylvania
$63K – – –
Creative Planning
18
Creative Planning
Kansas
$56K -$716 -22 -1%
AIG
19
American International Group
New York
$32.3K – – –
Citigroup
20
Citigroup
New York
$16K – – –
WA
21
WFG Advisors
Texas
$16K – – –
NFG
22
Next Financial Group
Texas
$2K – – –
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62 -$52 -1,587 -45%
FANJ
24
Financial Architects (New Jersey)
New Jersey
– -$13K -400 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -27 Closed

PWJ Hedge Fund Activity: Q1 2015 in Review

24 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2015, worth a combined $28.4M — up 10% from $25.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PWJ and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 6 added.

The largest buyer was Wells Fargo, adding an estimated $3.07M. The largest seller was Bank of America, cutting an estimated $810K.

  • 24 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2015, down from 25 in Q4 2014.
  • Funds reported $28.4M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2015, up 10% quarter-over-quarter.
  • 1 fund opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2015 and 2 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2015 was Wells Fargo, an estimated $3.07M added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2015 was Bank of America, an estimated $810K sold.

Based on aggregated 13F filings for Q1 2015.