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PWT

POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO
PWT

Delisted

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

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14 hedge funds and large institutions have $10.6M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $10.3M → $10.6M (+$282K)

7% less funds holding

Funds holding: 15 → 14 (-1)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
2
U
UBS
Switzerland
+$122K
3
LPL Financial
LPL Financial
California
+$101K
4
Citigroup
Citigroup
New York
+$86.4K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$742K
2
HighTower Advisors
HighTower Advisors
Illinois
-$527K
3
Bank of America
Bank of America
North Carolina
-$64.8K
4
Morgan Stanley
Morgan Stanley
New York
-$24.2K
5
SFS
Signator Financial Services
Massachusetts
-$17.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.14M -$110 -5 -0%
Bank of America
2
Bank of America
North Carolina
$1.42M -$64.8K -2,942 -4%
U
3
UBS
Switzerland
$1.11M +$122K +5,551 +12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$948K -$742K -33,653 -44%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$704K +$469K +21,263 +199%
CWM
6
Concert Wealth Management
California
$584K -$4.63K -210 -0.8%
LPL Financial
7
LPL Financial
California
$546K +$101K +4,522 +23%
Morgan Stanley
8
Morgan Stanley
New York
$501K -$24.2K -1,096 -5%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$323K – – –
Citigroup
10
Citigroup
New York
$151K +$86.4K +3,916 +134%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$70K – – –
SFS
12
Signator Financial Services
Massachusetts
$44K -$17.7K -805 -29%
Ameriprise
13
Ameriprise
Minnesota
$21K – – –
AIG
14
American International Group
New York
$17.8K – – –
HighTower Advisors
15
HighTower Advisors
Illinois
– -$527K -26,070 Closed

PWT Hedge Fund Activity: Q3 2013 in Review

14 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q3 2013, worth a combined $10.6M — up 2.7% from $10.3M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PWT and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $469K. The largest seller was Royal Bank of Canada, cutting an estimated $742K.

  • 14 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q3 2013, down from 15 in Q2 2013.
  • Funds reported $10.6M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q3 2013, up 2.7% quarter-over-quarter.
  • 0 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q3 2013 was Susquehanna International Group, an estimated $469K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q3 2013 was Royal Bank of Canada, an estimated $742K sold.

Based on aggregated 13F filings for Q3 2013.