POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
PXLC was delisted on the 22nd of May, 2015.
11 hedge funds and large institutions have $3.98M invested in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
13% more capital invested
Capital invested by funds: $3.52M → $3.98M (+$457K)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$595K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$129K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.09K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.28M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$74.5K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$26.6K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.09M | +$1.1M | +33,211 | New |
|
|
2
Wells Fargo
San Francisco,
California
| $662K | +$8.09K | +244 | +1% |
|
|
3
LPL Financial
San Diego,
California
| $603K | +$595K | +17,951 | New |
|
|
TH
4
Timber Hill
Greenwich,
Connecticut
| $569K | -$74.5K | -2,246 | -11% |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $457K | +$129K | +3,895 | +39% |
|
6
Morgan Stanley
New York
| $330K | -$13.2K | -398 | -4% |
|
|
U
7
UBS
Zurich,
Switzerland
| $97K | -$26.6K | -802 | -21% |
|
8
Bank of America
Charlotte,
North Carolina
| $67K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $39K | – | – | – |
|
10
Citigroup
New York
| $33K | – | – | – |
|
|
RIA
11
Regal Investment Advisors
Kentwood,
Michigan
| $25K | – | – | – |
|
|
12
HighTower Advisors
Chicago,
Illinois
| – | -$1.28M | -40,682 | Closed |
|
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | -$37K | -1,180 | Closed |
|
|
BWM
14
Baystate Wealth Management
Boston,
Massachusetts
| – | -$14K | -436 | Closed |
|
PXLC Hedge Fund Activity: Q3 2013 in Review
11 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) for Q3 2013, worth a combined $3.98M — up 13% from $3.52M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PXLC and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.28M sold.
- 11 institutional investors held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) as of Q3 2013, down from 12 in Q2 2013.
- Funds reported $3.98M of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO stock for Q3 2013, up 13% quarter-over-quarter.
- 2 funds opened new POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO buyer in Q3 2013 was Susquehanna International Group, an estimated $1.1M added.
- The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO seller in Q3 2013 was HighTower Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2013.