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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 $13M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $13.7M → $13M (-$705K)

7% less funds holding

Funds holding: 30 → 28 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$410K
2
Morgan Stanley
Morgan Stanley
New York
+$285K
3
SG Americas Securities
SG Americas Securities
New York
+$86.2K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$86K
5
UBS Group
UBS Group
Switzerland
+$65.8K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.09M
2
Jane Street
Jane Street
New York
-$594K
3
Bank of America
Bank of America
North Carolina
-$161K
4
Wells Fargo
Wells Fargo
California
-$20.5K
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$19.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1
Concert Wealth Management
California
$2.28M -$1.92K -61 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$1.86M +$285K +9,035 +18%
Wells Fargo
3
Wells Fargo
California
$1.51M -$20.5K -651 -1%
IA
4
IFP Advisors
Florida
$1.34M -$10.2K -325 -0.8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$869K -$1.09M -34,525 -56%
LPL Financial
6
LPL Financial
California
$845K +$13.5K +432 +2%
TH
7
Timber Hill
Connecticut
$761K – – –
SG Americas Securities
8
SG Americas Securities
New York
$700K +$86.2K +2,739 +14%
Bank of America
9
Bank of America
North Carolina
$655K -$161K -5,104 -20%
Citadel Advisors
10
Citadel Advisors
Florida
$410K +$410K +13,033 New
UBS Group
11
UBS Group
Switzerland
$374K +$65.8K +2,090 +21%
AG
12
Advisor Group
Arizona
$266K -$2.52K -80 -0.9%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$197K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$191K +$86K +2,735 +82%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$144K – – –
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$129K -$19.5K -621 -13%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$129K -$11.2K -354 -8%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$84K – – –
GT
19
Glenmede Trust
Pennsylvania
$61K – – –
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56K – – –
MFS
21
MSI Financial Services
Massachusetts
$42K -$611 -19 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$37K – – –
Creative Planning
23
Creative Planning
Kansas
$31K – – –
WA
24
WFG Advisors
Texas
$16K – – –
Citigroup
25
Citigroup
New York
$9K -$167 -5 -2%
1
2

PWJ Hedge Fund Activity: Q3 2016 in Review

28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q3 2016, worth a combined $13M — down 5.1% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PWJ and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $410K. The largest seller was Susquehanna International Group, cutting an estimated $1.09M.

  • 28 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q3 2016, down from 30 in Q2 2016.
  • Funds reported $13M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q3 2016, down 5.1% quarter-over-quarter.
  • 2 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q3 2016 and 3 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q3 2016 was Citadel Advisors, an estimated $410K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q3 2016 was Susquehanna International Group, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2016.