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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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28 hedge funds and large institutions have $24.2M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12% more funds holding

Funds holding: 25 → 28 (+3)

5% more capital invested

Capital invested by funds: $23M → $24.2M (+$1.21M)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$566K
2
LPL Financial
LPL Financial
California
+$204K
3
AIG
American International Group
New York
+$194K
4
Morgan Stanley
Morgan Stanley
New York
+$193K
5
Creative Planning
Creative Planning
Kansas
+$161K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$730K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624K
3
Citadel Advisors
Citadel Advisors
Florida
-$493K
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$150K
5
TH
Timber Hill
Connecticut
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.2M +$566K +18,824 +5%
LPL Financial
2
LPL Financial
California
$2.45M +$204K +6,959 +9%
CWM
3
Concert Wealth Management
California
$2.18M +$16.9K +560 +0.8%
Morgan Stanley
4
Morgan Stanley
New York
$1.48M +$193K +6,421 +15%
IA
5
IFP Advisors
Florida
$1.3M +$1.3M +43,228 New
HighTower Advisors
6
HighTower Advisors
Illinois
$1.16M +$8.77K +294 +0.8%
Bank of America
7
Bank of America
North Carolina
$814K -$46.2K -1,538 -5%
TH
8
Timber Hill
Connecticut
$727K -$137K -4,564 -16%
UBS Group
9
UBS Group
Switzerland
$356K -$730K -24,276 -67%
AIG
10
American International Group
New York
$226K +$194K +6,458 +599%
Creative Planning
11
Creative Planning
Kansas
$213K +$161K +5,354 +311%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$211K -$27.6K -918 -12%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$198K -$45.3K -1,508 -19%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$149K – – –
TAIM
15
TD Ameritrade Investment Management
Nebraska
$122K -$150K -4,964 -55%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$117K -$50.3K -1,674 -30%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$91K – – –
GT
18
Glenmede Trust
Pennsylvania
$58K – – –
JP Morgan Chase
19
JP Morgan Chase
New York
$47K +$47K +1,560 New
MFS
20
MSI Financial Services
Massachusetts
$39K +$39K +1,304 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$35K – – –
Citigroup
22
Citigroup
New York
$15K – – –
WA
23
WFG Advisors
Texas
$15K – – –
MFW
24
Mosaic Family Wealth
Missouri
$3K +$3K +100 New
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$3K +100 New
1
2

PWJ Hedge Fund Activity: Q4 2015 in Review

28 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q4 2015, worth a combined $24.2M — up 5.3% from $23M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PWJ positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $566K. The largest seller was UBS Group, cutting an estimated $730K.

  • 28 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q4 2015, up from 25 in Q3 2015.
  • Funds reported $24.2M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q4 2015, up 5.3% quarter-over-quarter.
  • 5 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q4 2015 and 2 closed out, a net change of +3 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q4 2015 was Wells Fargo, an estimated $566K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q4 2015 was UBS Group, an estimated $730K sold.

Based on aggregated 13F filings for Q4 2015.