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PWP

POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO
PWP

Delisted

PWP was delisted on the 15th of June, 2011.

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18 hedge funds and large institutions have $11.8M invested in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $9.6M → $11.8M (+$2.16M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

13% more funds holding

Funds holding: 16 → 18 (+2)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$1.3M
2
Bank of America
Bank of America
North Carolina
+$166K
3
Citigroup
Citigroup
New York
+$147K
4
Wells Fargo
Wells Fargo
California
+$109K
5
LPL Financial
LPL Financial
California
+$18.3K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$443K
2
U
UBS
Switzerland
-$172K
3
Morgan Stanley
Morgan Stanley
New York
-$110K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$93.9K
5
OC
Oppenheimer & Co
New York
-$6.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.44M +$166K +6,699 +7%
Wells Fargo
2
Wells Fargo
California
$1.55M +$109K +4,408 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$1.3M +$1.3M +52,578 New
Morgan Stanley
4
Morgan Stanley
New York
$1.29M -$110K -4,446 -8%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.19M -$443K -17,840 -27%
U
6
UBS
Switzerland
$985K -$172K -6,952 -15%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$587K – – –
LPL Financial
8
LPL Financial
California
$420K +$18.3K +741 +5%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$409K +$409K +16,535 New
TH
10
Timber Hill
Connecticut
$406K – – –
OC
11
Oppenheimer & Co
New York
$387K -$6.18K -250 -2%
Citigroup
12
Citigroup
New York
$318K +$147K +5,917 +86%
CWM
13
Concert Wealth Management
California
$278K +$25 +1 +0%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$99K -$93.9K -3,812 -49%
AIG
15
American International Group
New York
$54K +$15K +606 +38%
Ameriprise
16
Ameriprise
Minnesota
$53K – – –
NES
17
New England Securities
New York
$3K – – –
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71 +$71 +2,875 New

PWP Hedge Fund Activity: Q4 2013 in Review

18 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) for Q4 2013, worth a combined $11.8M — up 22% from $9.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PWP positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $1.3M. The largest seller was Susquehanna International Group, cutting an estimated $443K.

  • 18 institutional investors held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) as of Q4 2013, up from 16 in Q3 2013.
  • Funds reported $11.8M of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO stock for Q4 2013, up 22% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO positions in Q4 2013 and 0 closed out, a net change of +3 holders.
  • The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO buyer in Q4 2013 was HighTower Advisors, an estimated $1.3M added.
  • The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO seller in Q4 2013 was Susquehanna International Group, an estimated $443K sold.

Based on aggregated 13F filings for Q4 2013.