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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 $11.6M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 21 → 19 (-2)

17% less capital invested

Capital invested by funds: $14M → $11.6M (-$2.35M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$38K
2
UBS Group
UBS Group
Switzerland
+$34.4K
3
AIG
American International Group
New York
+$32K
4
ACM
Armbruster Capital Management
New York
+$19K
5
Wells Fargo
Wells Fargo
California
+$9.52K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$977K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$372K
3
Bank of America
Bank of America
North Carolina
-$102K
4
IA
IFP Advisors
Florida
-$52K
5
DADC
D.A. Davidson & Co
Montana
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.18M +$9.52K +417 +0.2%
Bank of America
2
Bank of America
North Carolina
$2.32M -$102K -4,471 -4%
LPL Financial
3
LPL Financial
California
$1.59M -$38K -1,682 -2%
Morgan Stanley
4
Morgan Stanley
New York
$678K -$10.5K -460 -2%
CWM
5
Concert Wealth Management
California
$594K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$466K -$372K -16,305 -44%
HighTower Advisors
7
HighTower Advisors
Illinois
$419K +$7.3K +331 +2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$362K -$2.72K -119 -0.7%
AIG
9
American International Group
New York
$228K +$32K +1,400 +16%
Citigroup
10
Citigroup
New York
$227K -$5.08K -222 -2%
UBS Group
11
UBS Group
Switzerland
$227K +$34.4K +1,505 +18%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$108K – – –
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$90K -$31.2K -1,360 -26%
MFS
14
MSI Financial Services
Massachusetts
$39K +$7.86K +343 +25%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$38K +$38K +1,683 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$35K -$11.1K -478 -24%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21K -$23.8K -1,025 -53%
ACM
18
Armbruster Capital Management
New York
$19K +$19K +825 New
Citadel Advisors
19
Citadel Advisors
Florida
– -$977K -39,867 Closed
IA
20
IFP Advisors
Florida
– -$52K -2,113 Closed
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$46 -1,893 Closed
DADC
22
D.A. Davidson & Co
Montana
– -$42K -1,750 Closed

PWT Hedge Fund Activity: Q1 2016 in Review

19 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q1 2016, worth a combined $11.6M — down 17% from $14M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PWT and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $38K. The largest seller was Citadel Advisors, exiting entirely with an estimated $977K sold.

  • 19 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q1 2016, down from 21 in Q4 2015.
  • Funds reported $11.6M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q1 2016, down 17% quarter-over-quarter.
  • 2 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q1 2016 and 4 closed out, a net change of -2 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q1 2016 was Northwestern Mutual Wealth Management, an estimated $38K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q1 2016 was Citadel Advisors, an estimated $977K sold.

Based on aggregated 13F filings for Q1 2016.