POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO
PWP was delisted on the 15th of June, 2011.
21 hedge funds and large institutions have $12.5M invested in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 19 → 21 (+2)
1% less capital invested
Capital invested by funds: $12.6M → $12.5M (-$78K)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$224K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$60K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$52K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$259K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$126K |
| 4 |
Morgan Stanley
New York
|
-$92.7K |
| 5 |
LPL Financial
San Diego,
California
|
-$51.2K |
PWP Hedge Fund Activity: Q4 2014 in Review
21 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) for Q4 2014, worth a combined $12.5M — down 0.62% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWP positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.6M. The largest seller was Bank of America, cutting an estimated $1.16M.
- 21 institutional investors held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) as of Q4 2014, up from 19 in Q3 2014.
- Funds reported $12.5M of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO stock for Q4 2014, down 0.62% quarter-over-quarter.
- 5 funds opened new POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO positions in Q4 2014 and 2 closed out, a net change of +3 holders.
- The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO buyer in Q4 2014 was Susquehanna International Group, an estimated $1.6M added.
- The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO seller in Q4 2014 was Bank of America, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2014.