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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 $23M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 23 → 25 (+2)

9% less capital invested

Capital invested by funds: $25.2M → $23M (-$2.22M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$624K
2
Creative Planning
Creative Planning
Kansas
+$50K
3
Bank of America
Bank of America
North Carolina
+$47.7K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$34K
5
Wells Fargo
Wells Fargo
California
+$23K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$360K
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$72.8K
3
LPL Financial
LPL Financial
California
-$71.4K
4
UBS Group
UBS Group
Switzerland
-$42.8K
5
TH
Timber Hill
Connecticut
-$17.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.2M +$23K +796 +0.2%
LPL Financial
2
LPL Financial
California
$2.3M -$71.4K -2,385 -3%
CWM
3
Concert Wealth Management
California
$2.07M -$29 -1 -0%
Morgan Stanley
4
Morgan Stanley
New York
$1.24M +$18.1K +628 +1%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.1M -$16.5K -579 -1%
UBS Group
6
UBS Group
Switzerland
$1.04M -$42.8K -1,482 -4%
TH
7
Timber Hill
Connecticut
$830K -$17.3K -600 -2%
Bank of America
8
Bank of America
North Carolina
$826K +$47.7K +1,653 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$624K +$624K +21,621 New
Citadel Advisors
10
Citadel Advisors
Florida
$493K -$2.71K -94 -0.5%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$260K -$1.47K -51 -0.6%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$234K +$6.82K +236 +3%
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$229K -$72.8K -2,524 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$160K -$360K -12,518 -69%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$143K -$1.61K -56 -1%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$89K +$11.8K +402 +15%
GT
17
Glenmede Trust
Pennsylvania
$56K – – –
Creative Planning
18
Creative Planning
Kansas
$50K +$50K +1,721 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$34K +$34K +1,169 New
AIG
20
American International Group
New York
$31K +$8.62K +300 +39%
Citigroup
21
Citigroup
New York
$14K – – –
WA
22
WFG Advisors
Texas
$14K – – –
NFG
23
Next Financial Group
Texas
$2K – – –
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51 – +2 +0.1%
FANJ
25
Financial Architects (New Jersey)
New Jersey
– -$13K -400 Closed

PWJ Hedge Fund Activity: Q3 2015 in Review

25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q3 2015, worth a combined $23M — down 8.8% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PWJ positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $624K. The largest seller was Royal Bank of Canada, cutting an estimated $360K.

  • 25 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q3 2015, up from 23 in Q2 2015.
  • Funds reported $23M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q3 2015, down 8.8% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q3 2015 and 1 closed out, a net change of +2 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q3 2015 was Susquehanna International Group, an estimated $624K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q3 2015 was Royal Bank of Canada, an estimated $360K sold.

Based on aggregated 13F filings for Q3 2015.