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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 $11.2M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 16 → 16 (0)

6% less capital invested

Capital invested by funds: $11.9M → $11.2M (-$671K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$188K
2
LPL Financial
LPL Financial
California
+$156K
3
U
UBS
Switzerland
+$42.7K
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.78K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$791K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$532K
3
Morgan Stanley
Morgan Stanley
New York
-$60.9K
4
Bank of America
Bank of America
North Carolina
-$48.6K
5
CWM
Concert Wealth Management
California
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.73M +$188K +7,662 +4%
Bank of America
2
Bank of America
North Carolina
$1.32M -$48.6K -1,982 -4%
U
3
UBS
Switzerland
$876K +$42.7K +1,740 +5%
LPL Financial
4
LPL Financial
California
$812K +$156K +6,348 +24%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$774K -$532K -21,677 -41%
HighTower Advisors
6
HighTower Advisors
Illinois
$663K +$4.78K +195 +0.7%
CWM
7
Concert Wealth Management
California
$615K -$24K -995 -4%
Morgan Stanley
8
Morgan Stanley
New York
$361K -$60.9K -2,482 -14%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$359K – – –
BCMIO
10
Beacon Capital Management Inc (Ohio)
Ohio
$281K -$7.43K -303 -3%
Citigroup
11
Citigroup
New York
$271K -$18.2K -746 -6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$76K – – –
Ameriprise
13
Ameriprise
Minnesota
$23K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$22K -$791K -32,531 -97%
AIG
15
American International Group
New York
$19.8K – – –
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54 -$4 -150 -6%

PWT Hedge Fund Activity: Q1 2014 in Review

16 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q1 2014, worth a combined $11.2M — down 5.7% from $11.9M a quarter earlier.

Fund positioning in PWT was balanced in Q1 2014: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $188K. The largest seller was Royal Bank of Canada, cutting an estimated $791K.

  • 16 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $11.2M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q1 2014, down 5.7% quarter-over-quarter.
  • 0 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q1 2014 and 0 closed out.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q1 2014 was Wells Fargo, an estimated $188K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q1 2014 was Royal Bank of Canada, an estimated $791K sold.

Based on aggregated 13F filings for Q1 2014.