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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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31 hedge funds and large institutions have $16.8M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

11% more funds holding

Funds holding: 28 → 31 (+3)

2% more capital invested

Capital invested by funds: $16.5M → $16.8M (+$301K)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$437K
2
Ameriprise
Ameriprise
Minnesota
+$235K
3
Jane Street
Jane Street
New York
+$216K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$202K
5
SG Americas Securities
SG Americas Securities
New York
+$65.3K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.1M
2
UWPG
Ullmann Wealth Partners Group
Florida
-$440K
3
Citadel Advisors
Citadel Advisors
Florida
-$266K
4
Bank of America
Bank of America
North Carolina
-$105K
5
LPL Financial
LPL Financial
California
-$49.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.98M +$437K +12,798 +17%
UWPG
2
Ullmann Wealth Partners Group
Florida
$2.79M -$440K -12,902 -14%
CWM
3
Concert Wealth Management
California
$2.26M – – –
Wells Fargo
4
Wells Fargo
California
$1.52M -$8.56K -251 -0.6%
IA
5
IFP Advisors
Florida
$1.49M +$20.5K +600 +1%
SG Americas Securities
6
SG Americas Securities
New York
$865K +$65.3K +1,915 +8%
TH
7
Timber Hill
Connecticut
$807K -$17.4K -511 -2%
LPL Financial
8
LPL Financial
California
$781K -$49.4K -1,460 -6%
Bank of America
9
Bank of America
North Carolina
$669K -$105K -3,064 -14%
UBS Group
10
UBS Group
Switzerland
$384K +$62.5K +1,832 +19%
AG
11
Advisor Group
Arizona
$287K +$11K +323 +4%
Ameriprise
12
Ameriprise
Minnesota
$235K +$235K +6,876 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$227K +$13.8K +405 +6%
Jane Street
14
Jane Street
New York
$216K +$216K +6,320 New
Citadel Advisors
15
Citadel Advisors
Florida
$209K -$266K -7,806 -56%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$202K +$202K +5,905 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$185K -$23.5K -687 -11%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$162K +$5.6K +164 +4%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$139K -$29.3K -856 -17%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$89K – – –
BCMIO
21
Beacon Capital Management Inc (Ohio)
Ohio
$83K -$12.2K -357 -13%
GT
22
Glenmede Trust
Pennsylvania
$66K – – –
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K -$8.3K -244 -14%
Creative Planning
24
Creative Planning
Kansas
$33K – – –
WA
25
WFG Advisors
Texas
$17K – – –
1
2

PWJ Hedge Fund Activity: Q1 2017 in Review

31 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q1 2017, worth a combined $16.8M — up 1.8% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PWJ positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $437K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.1M sold.

  • 31 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q1 2017, up from 28 in Q4 2016.
  • Funds reported $16.8M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q1 2017, up 1.8% quarter-over-quarter.
  • 5 funds opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q1 2017 and 1 closed out, a net change of +4 holders.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q1 2017 was Morgan Stanley, an estimated $437K added.
  • The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q1 2017 was Susquehanna International Group, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2017.