POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO
PWP was delisted on the 15th of June, 2011.
30 hedge funds and large institutions have $34.1M invested in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
126% more capital invested
Capital invested by funds: $15.1M → $34.1M (+$19M)
30% more funds holding
Funds holding: 23 → 30 (+7)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.35M |
| 2 |
Morgan Stanley
New York
|
-$648K |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$242K |
| 4 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$42.1K |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$10.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $14K | +$14K | +450 | New |
|
27
BlackRock
New York
| $7K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1K | +17 | New |
|
|
TH
30
Timber Hill
Greenwich,
Connecticut
| – | -$242K | -7,772 | Closed |
|
PWP Hedge Fund Activity: Q1 2017 in Review
30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) for Q1 2017, worth a combined $34.1M — up 126% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PWP positions and 1 closed out — a net gain of 8 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was BB&T Securities, adding an estimated $10M. The largest seller was UBS Group, cutting an estimated $2.35M.
- 30 institutional investors held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) as of Q1 2017, up from 23 in Q4 2016.
- Funds reported $34.1M of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO stock for Q1 2017, up 126% quarter-over-quarter.
- 9 funds opened new POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO positions in Q1 2017 and 1 closed out, a net change of +8 holders.
- The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO buyer in Q1 2017 was BB&T Securities, an estimated $10M added.
- The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO seller in Q1 2017 was UBS Group, an estimated $2.35M sold.
Based on aggregated 13F filings for Q1 2017.