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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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19 hedge funds and large institutions have $11.7M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

12% more funds holding

Funds holding: 17 → 19 (+2)

7% more capital invested

Capital invested by funds: $10.9M → $11.7M (+$810K)

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$273K
2
Bank of America
Bank of America
North Carolina
+$222K
3
LPL Financial
LPL Financial
California
+$174K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$167K
5
CWM
Concert Wealth Management
California
+$54.9K

Top Sellers

1
VKH
Virtu KCG Holdings
New York
-$330K
2
Wells Fargo
Wells Fargo
California
-$156K
3
Morgan Stanley
Morgan Stanley
New York
-$72.5K
4
HighTower Advisors
HighTower Advisors
Illinois
-$31.8K
5
Ameriprise
Ameriprise
Minnesota
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.35M -$156K -6,296 -3%
Bank of America
2
Bank of America
North Carolina
$1.67M +$222K +8,986 +15%
LPL Financial
3
LPL Financial
California
$999K +$174K +7,062 +21%
UBS Group
4
UBS Group
Switzerland
$925K +$925K +37,441 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$679K +$273K +11,059 +67%
CWM
6
Concert Wealth Management
California
$664K +$54.9K +2,236 +9%
HighTower Advisors
7
HighTower Advisors
Illinois
$508K -$31.8K -1,286 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$488K +$167K +6,783 +52%
Morgan Stanley
9
Morgan Stanley
New York
$386K -$72.5K -2,937 -16%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$364K +$2.52K +102 +0.7%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$255K -$6.21K -251 -2%
Citigroup
12
Citigroup
New York
$246K -$9.32K -377 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$78K -$996 -40 -1%
DADC
14
D.A. Davidson & Co
Montana
$53K +$53K +2,150 New
AIG
15
American International Group
New York
$19.9K – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +31 New
TRCT
17
Tower Research Capital (TRC)
New York
$1K +$1K +31 New
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90 +$47 +1,887 +108%
VKH
19
Virtu KCG Holdings
New York
– -$330K -13,990 Closed
Ameriprise
20
Ameriprise
Minnesota
– -$22K -950 Closed

PWT Hedge Fund Activity: Q4 2014 in Review

19 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q4 2014, worth a combined $11.7M — up 7.4% from $10.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PWT positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $273K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $330K sold.

  • 19 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q4 2014, up from 17 in Q3 2014.
  • Funds reported $11.7M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q4 2014, up 7.4% quarter-over-quarter.
  • 5 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q4 2014 and 2 closed out, a net change of +3 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q4 2014 was Susquehanna International Group, an estimated $273K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q4 2014 was Virtu KCG Holdings, an estimated $330K sold.

Based on aggregated 13F filings for Q4 2014.