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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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26 hedge funds and large institutions have $13.1M invested in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 24 → 26 (+2)

4% less capital invested

Capital invested by funds: $13.7M → $13.1M (-$614K)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$694K
2
Wells Fargo
Wells Fargo
California
+$455K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$162K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$99K
5
SG Americas Securities
SG Americas Securities
New York
+$91.4K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$741K
2
Jane Street
Jane Street
New York
-$525K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$482K
4
UWPG
Ullmann Wealth Partners Group
Florida
-$333K
5
Bank of America
Bank of America
North Carolina
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.79M +$46.5K +1,484 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.48M +$694K +22,155 +39%
Citigroup
3
Citigroup
New York
$1.09M +$74K +2,363 +7%
Wells Fargo
4
Wells Fargo
California
$1.06M +$455K +14,530 +75%
Citadel Advisors
5
Citadel Advisors
Florida
$794K -$181K -5,792 -19%
AG
6
Advisor Group
Arizona
$638K +$83.5K +2,668 +15%
LPL Financial
7
LPL Financial
California
$584K -$70K -2,236 -11%
Bank of America
8
Bank of America
North Carolina
$548K -$305K -9,748 -36%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$471K -$51.2K -1,636 -10%
Jane Street
10
Jane Street
New York
$379K -$525K -16,777 -58%
UWPG
11
Ullmann Wealth Partners Group
Florida
$369K -$333K -10,654 -47%
IFWM
12
Institute for Wealth Management
Colorado
$368K – – –
UBS Group
13
UBS Group
Switzerland
$351K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$233K -$482K -15,412 -67%
SG Americas Securities
15
SG Americas Securities
New York
$214K +$91.4K +2,922 +75%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$181K +$250 +8 +0.1%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$162K +$162K +5,189 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$99K +$99K +3,150 New
BCMIO
19
Beacon Capital Management Inc (Ohio)
Ohio
$64K -$1.45K -46 -2%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$56K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$47K -$741K -23,628 -94%
SPIA
22
Steward Partners Investment Advisory
New York
$41K – – –
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$282 +9 +0.9%
CCM
24
Cribstone Capital Management
Maine
$19K – – –
BlackRock
25
BlackRock
New York
$7K – – –

PWP Hedge Fund Activity: Q4 2017 in Review

26 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) for Q4 2017, worth a combined $13.1M — down 4.5% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PWP positions and 0 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $694K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $741K.

  • 26 institutional investors held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) as of Q4 2017, up from 24 in Q3 2017.
  • Funds reported $13.1M of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO stock for Q4 2017, down 4.5% quarter-over-quarter.
  • 2 funds opened new POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO positions in Q4 2017 and 0 closed out, a net change of +2 holders.
  • The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO buyer in Q4 2017 was Royal Bank of Canada, an estimated $694K added.
  • The largest POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO seller in Q4 2017 was Ladenburg Thalmann Financial Services, an estimated $741K sold.

Based on aggregated 13F filings for Q4 2017.