POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO
PWP was delisted on the 15th of June, 2011.
19 hedge funds and large institutions have $12.6M invested in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 3 closing their positions.
5% less funds holding
Funds holding: 20 → 19 (-1)
11% less capital invested
Capital invested by funds: $14.1M → $12.6M (-$1.55M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$798K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$149K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$144K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$46K |
| 5 |
Citigroup
New York
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$892K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$800K |
| 3 |
Goldman Sachs
New York
|
-$201K |
| 4 |
Morgan Stanley
New York
|
-$139K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$51.7K |
PWP Hedge Fund Activity: Q3 2014 in Review
19 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) for Q3 2014, worth a combined $12.6M — down 11% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PWP and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 6 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $798K. The largest seller was Royal Bank of Canada, cutting an estimated $892K.
- 19 institutional investors held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) as of Q3 2014, down from 20 in Q2 2014.
- Funds reported $12.6M of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO stock for Q3 2014, down 11% quarter-over-quarter.
- 2 funds opened new POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO positions in Q3 2014 and 3 closed out, a net change of -1 holder.
- The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO buyer in Q3 2014 was Stifel Financial, an estimated $798K added.
- The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO seller in Q3 2014 was Royal Bank of Canada, an estimated $892K sold.
Based on aggregated 13F filings for Q3 2014.