POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO
PWY
PWY was delisted on the 15th of June, 2011.
20 hedge funds and large institutions have $17.2M invested in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
13% more capital invested
Capital invested by funds: $15.3M → $17.2M (+$1.93M)
5% less funds holding
Funds holding: 21 → 20 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$461K |
| 2 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$416K |
| 3 |
LPL Financial
San Diego,
California
|
+$390K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$67.9K |
| 5 |
Citigroup
New York
|
+$45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$453K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$337K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$71.1K |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$40K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20.6K |
PWY Hedge Fund Activity: Q3 2013 in Review
20 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) for Q3 2013, worth a combined $17.2M — up 13% from $15.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PWY and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.
The largest buyer was Royal Bank of Canada, adding an estimated $461K. The largest seller was HighTower Advisors, exiting entirely with an estimated $453K sold.
- 20 institutional investors held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) as of Q3 2013, down from 21 in Q2 2013.
- Funds reported $17.2M of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO stock for Q3 2013, up 13% quarter-over-quarter.
- 2 funds opened new POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO buyer in Q3 2013 was Royal Bank of Canada, an estimated $461K added.
- The largest POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO seller in Q3 2013 was HighTower Advisors, an estimated $453K sold.
Based on aggregated 13F filings for Q3 2013.