POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO
PXLC
PXLC was delisted on the 22nd of May, 2015.
15 hedge funds and large institutions have $10M invested in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
152% more capital invested
Capital invested by funds: $3.98M → $10M (+$6.05M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
36% more funds holding
Funds holding: 11 → 15 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$2.49M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.46M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$426K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$224K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$148K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$48.9K |
| 3 |
Morgan Stanley
New York
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $3.2M | +$2.46M | +71,042 | +396% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $2.58M | +$2.49M | +71,695 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.14M | -$48.9K | -1,410 | -4% |
|
4
Wells Fargo
San Francisco,
California
| $750K | +$26.1K | +752 | +4% |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $731K | +$224K | +6,447 | +46% |
|
|
TH
6
Timber Hill
Greenwich,
Connecticut
| $469K | -$148K | -4,262 | -25% |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $441K | +$426K | +12,282 | New |
|
|
8
Morgan Stanley
New York
| $339K | -$20.6K | -594 | -6% |
|
|
U
9
UBS
Zurich,
Switzerland
| $137K | +$29.8K | +860 | +29% |
|
10
Bank of America
Charlotte,
North Carolina
| $101K | +$26K | +750 | +37% |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $43K | – | – | – |
|
12
Citigroup
New York
| $36K | – | – | – |
|
|
RIA
13
Regal Investment Advisors
Kentwood,
Michigan
| $27K | – | – | – |
|
14
Fifth Third Bancorp
Cincinnati,
Ohio
| $27K | +$26K | +750 | New |
|
15
US Bancorp
Minneapolis,
Minnesota
| $4K | +$4.23K | +122 | New |
|
PXLC Hedge Fund Activity: Q4 2013 in Review
15 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) for Q4 2013, worth a combined $10M — up 152% from $3.98M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PXLC positions and 0 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $2.49M. The largest seller was Timber Hill, cutting an estimated $148K.
- 15 institutional investors held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) as of Q4 2013, up from 11 in Q3 2013.
- Funds reported $10M of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO stock for Q4 2013, up 152% quarter-over-quarter.
- 4 funds opened new POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO positions in Q4 2013 and 0 closed out, a net change of +4 holders.
- The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO buyer in Q4 2013 was HighTower Advisors, an estimated $2.49M added.
- The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO seller in Q4 2013 was Timber Hill, an estimated $148K sold.
Based on aggregated 13F filings for Q4 2013.