POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO
PWY
PWY was delisted on the 15th of June, 2011.
23 hedge funds and large institutions have $19.5M invested in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 20 → 23 (+3)
13% more capital invested
Capital invested by funds: $17.2M → $19.5M (+$2.29M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$641K |
| 2 |
LPL Financial
San Diego,
California
|
+$399K |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$138K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$67K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$56K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$448K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$75.2K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$44.7K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$24.8K |
PWY Hedge Fund Activity: Q4 2013 in Review
23 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) for Q4 2013, worth a combined $19.5M — up 13% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWY positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $641K. The largest seller was Morgan Stanley, cutting an estimated $1.16M.
- 23 institutional investors held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) as of Q4 2013, up from 20 in Q3 2013.
- Funds reported $19.5M of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO stock for Q4 2013, up 13% quarter-over-quarter.
- 4 funds opened new POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO positions in Q4 2013 and 0 closed out, a net change of +4 holders.
- The largest POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO buyer in Q4 2013 was HighTower Advisors, an estimated $641K added.
- The largest POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO seller in Q4 2013 was Morgan Stanley, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2013.