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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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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
+$10M
2
RJA
Raymond James & Associates
Florida
+$3.12M
3
Ameriprise
Ameriprise
Minnesota
+$3M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.75M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.35M
2
Morgan Stanley
Morgan Stanley
New York
-$648K
3
TH
Timber Hill
Connecticut
-$242K
4
UWPG
Ullmann Wealth Partners Group
Florida
-$42.1K
5
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$10.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
1
BB&T Securities
Virginia
$10.5M +$10M +318,874 +2,129%
RJA
2
Raymond James & Associates
Florida
$3.12M +$3.12M +99,521 New
Ameriprise
3
Ameriprise
Minnesota
$3M +$3M +95,609 New
Morgan Stanley
4
Morgan Stanley
New York
$2.89M -$648K -20,655 -18%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.69M +$1.75M +55,728 +186%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.11M +$2.11M +67,362 New
Wells Fargo
7
Wells Fargo
California
$1.74M +$681K +21,716 +65%
UBS Group
8
UBS Group
Switzerland
$1.7M -$2.35M -75,069 -58%
Bank of America
9
Bank of America
North Carolina
$1.14M -$8.47K -270 -0.7%
Citigroup
10
Citigroup
New York
$871K +$184K +5,850 +27%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$792K – – –
LPL Financial
12
LPL Financial
California
$741K +$54.2K +1,739 +8%
Citadel Advisors
13
Citadel Advisors
Florida
$599K +$599K +19,087 New
VKH
14
Virtu KCG Holdings
New York
$447K +$447K +14,235 New
UWPG
15
Ullmann Wealth Partners Group
Florida
$409K -$42.1K -1,342 -9%
CWM
16
Concert Wealth Management
California
$365K -$2.37K -76 -0.6%
AG
17
Advisor Group
Arizona
$310K -$5.14K -164 -2%
Jane Street
18
Jane Street
New York
$246K +$246K +7,841 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$181K +$31 +1 +0%
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$78K -$10.2K -324 -12%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$56K -$5.26K -167 -9%
SPIA
22
Steward Partners Investment Advisory
New York
$42K -$7.84K -250 -16%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K -$3.49K -113 -11%
TRCT
24
Tower Research Capital (TRC)
New York
$28K +$28K +898 New
CCM
25
Cribstone Capital Management
Maine
$26K – – –
1
2

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.