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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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20 hedge funds and large institutions have $13.3M invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $12.3M → $13.3M (+$963K)

0% more funds holding

Funds holding: 20 → 20 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$622K
2
Morgan Stanley
Morgan Stanley
New York
+$166K
3
Wells Fargo
Wells Fargo
California
+$165K
4
SG Americas Securities
SG Americas Securities
New York
+$77.5K
5
CWM
Concert Wealth Management
California
+$13K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$247K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$99.1K
3
Bank of America
Bank of America
North Carolina
-$41.1K
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$25.5K
5
Citigroup
Citigroup
New York
-$24.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.81M +$165K +6,333 +4%
Bank of America
2
Bank of America
North Carolina
$2.06M -$41.1K -1,581 -2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.58M +$622K +23,929 +65%
Morgan Stanley
4
Morgan Stanley
New York
$942K +$166K +6,384 +21%
CWM
5
Concert Wealth Management
California
$680K +$13K +500 +2%
LPL Financial
6
LPL Financial
California
$640K -$22.4K -859 -3%
SG Americas Securities
7
SG Americas Securities
New York
$611K +$77.5K +2,981 +15%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$412K – – –
UWPG
9
Ullmann Wealth Partners Group
Florida
$378K +$378K +14,453 New
AG
10
Advisor Group
Arizona
$259K – – –
CCA
11
Clearwater Capital Advisors
Illinois
$212K – – –
UBS Group
12
UBS Group
Switzerland
$199K -$14.1K -542 -7%
Citigroup
13
Citigroup
New York
$147K -$24.2K -934 -14%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$113K – – –
BCMIO
15
Beacon Capital Management Inc (Ohio)
Ohio
$57K -$25.5K -987 -31%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$48K -$99.1K -3,772 -67%
MFS
17
MSI Financial Services
Massachusetts
$46K – – –
BFEC
18
Benjamin F. Edwards & Company
Missouri
$39K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$15K +$15K +610 New
Citadel Advisors
20
Citadel Advisors
Florida
– -$247K -9,499 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
– -$3K -114 Closed

PWT Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) for Q4 2016, worth a combined $13.3M — up 7.8% from $12.3M a quarter earlier.

Fund positioning in PWT was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $622K. The largest seller was Citadel Advisors, exiting entirely with an estimated $247K sold.

  • 20 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $13.3M of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q4 2016, up 7.8% quarter-over-quarter.
  • 2 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q4 2016 and 2 closed out, a net change of 0 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO buyer in Q4 2016 was Susquehanna International Group, an estimated $622K added.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q4 2016 was Citadel Advisors, an estimated $247K sold.

Based on aggregated 13F filings for Q4 2016.