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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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18 hedge funds and large institutions have $12.2M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

5% more capital invested

Capital invested by funds: $11.7M → $12.2M (+$545K)

5% less funds holding

Funds holding: 19 → 18 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$397K
2
Morgan Stanley
Morgan Stanley
New York
+$265K
3
Wells Fargo
Wells Fargo
California
+$179K
4
UBS Group
UBS Group
Switzerland
+$111K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$80.4K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$679K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$265K
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$46.3K
4
HighTower Advisors
HighTower Advisors
Illinois
-$42.5K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.69M +$179K +6,964 +4%
Bank of America
2
Bank of America
North Carolina
$2.13M +$397K +15,491 +23%
UBS Group
3
UBS Group
Switzerland
$1.07M +$111K +4,320 +12%
LPL Financial
4
LPL Financial
California
$1.06M +$26.3K +1,033 +3%
CWM
5
Concert Wealth Management
California
$680K -$756 -30 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$666K +$265K +10,355 +66%
HighTower Advisors
7
HighTower Advisors
Illinois
$485K -$42.5K -1,657 -8%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$458K +$80.4K +3,144 +21%
Citigroup
9
Citigroup
New York
$282K +$26.5K +1,032 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$241K -$265K -10,367 -52%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$218K -$46.3K -1,804 -18%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$120K +$39.8K +1,558 +50%
DADC
13
D.A. Davidson & Co
Montana
$55K – – –
BFEC
14
Benjamin F. Edwards & Company
Missouri
$53K +$53K +2,085 New
AIG
15
American International Group
New York
$20.7K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$1K +$31 +1 +3%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51 -$42 -1,644 -45%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$679K -27,510 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -31 Closed

PWT Hedge Fund Activity: Q1 2015 in Review

18 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q1 2015, worth a combined $12.2M — up 4.7% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PWT and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.

The largest buyer was Bank of America, adding an estimated $397K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $679K sold.

  • 18 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q1 2015, down from 19 in Q4 2014.
  • Funds reported $12.2M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q1 2015, up 4.7% quarter-over-quarter.
  • 1 fund opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q1 2015 and 2 closed out, a net change of -1 holder.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q1 2015 was Bank of America, an estimated $397K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q1 2015 was Susquehanna International Group, an estimated $679K sold.

Based on aggregated 13F filings for Q1 2015.