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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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16 hedge funds and large institutions have $11.9M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding

Funds holding: 14 → 16 (+2)

12% more capital invested

Capital invested by funds: $10.6M → $11.9M (+$1.3M)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$635K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$504K
3
Citigroup
Citigroup
New York
+$118K
4
LPL Financial
LPL Financial
California
+$52.5K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$55

Top Sellers

1
U
UBS
Switzerland
-$390K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$226K
3
Bank of America
Bank of America
North Carolina
-$196K
4
Morgan Stanley
Morgan Stanley
New York
-$131K
5
Wells Fargo
Wells Fargo
California
-$61.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.38M -$61.6K -2,604 -1%
Bank of America
2
Bank of America
North Carolina
$1.32M -$196K -8,276 -13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.26M +$504K +21,315 +67%
U
4
UBS
Switzerland
$804K -$390K -16,494 -33%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$791K -$226K -9,568 -22%
HighTower Advisors
6
HighTower Advisors
Illinois
$635K +$635K +26,830 New
LPL Financial
7
LPL Financial
California
$633K +$52.5K +2,221 +9%
CWM
8
Concert Wealth Management
California
$622K -$1.06K -45 -0.2%
Morgan Stanley
9
Morgan Stanley
New York
$407K -$131K -5,531 -24%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$347K – – –
Citigroup
11
Citigroup
New York
$280K +$118K +4,990 +73%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$278K +$278K +11,756 New
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$74K – – –
Ameriprise
14
Ameriprise
Minnesota
$22K – – –
AIG
15
American International Group
New York
$19.1K – – –
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55 +$55 +2,334 New

PWT Hedge Fund Activity: Q4 2013 in Review

16 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q4 2013, worth a combined $11.9M — up 12% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PWT positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $635K. The largest seller was UBS, cutting an estimated $390K.

  • 16 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q4 2013, up from 14 in Q3 2013.
  • Funds reported $11.9M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q4 2013, up 12% quarter-over-quarter.
  • 3 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q4 2013 and 0 closed out, a net change of +3 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q4 2013 was HighTower Advisors, an estimated $635K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q4 2013 was UBS, an estimated $390K sold.

Based on aggregated 13F filings for Q4 2013.