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PXLC

POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO

Delisted

PXLC was delisted on the 22nd of May, 2015.

20 hedge funds and large institutions have $8.45M invested in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $7.85M → $8.45M (+$595K)

5% more funds holding

Funds holding: 1920 (+1)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$1.43M +$29.8K +692 +2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.13M +$85.9K +1,990 +8%
LPL Financial
3
LPL Financial
California
$1.1M -$25.2K -580 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.07M +$720K +16,671 +208%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$823K -$398K -9,219 -33%
Wells Fargo
6
Wells Fargo
California
$725K -$10.9K -253 -1%
Jane Street
7
Jane Street
New York
$344K +$344K +7,966 New
TH
8
Timber Hill
Connecticut
$320K
Morgan Stanley
9
Morgan Stanley
New York
$318K +$2.6K +60 +0.8%
Bank of America
10
Bank of America
North Carolina
$303K -$4.81K -111 -2%
SG Americas Securities
11
SG Americas Securities
New York
$302K +$69.1K +1,601 +30%
UWPG
12
Ullmann Wealth Partners Group
Florida
$247K +$247K +5,551 New
EA
13
Edge Advisors
Georgia
$93K +$93K +2,166 New
PSUF
14
People's United Financial
Connecticut
$86K
UBS Group
15
UBS Group
Switzerland
$73K -$160K -3,692 -69%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$52K
GRP
17
Global Retirement Partners
California
$13K +$13K +295 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$12K
AG
19
Advisor Group
Arizona
$4K
Citadel Advisors
20
Citadel Advisors
Florida
-$465K -11,175 Closed
CAN
21
Cetera Advisor Networks
California
-$206K -4,958 Closed
CWM
22
Concert Wealth Management
California
-$25K -800 Closed

PXLC Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) for Q4 2016, worth a combined $8.45M — up 7.6% from $7.85M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PXLC positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $720K. The largest seller was Citadel Advisors, exiting entirely with an estimated $465K sold.

  • 20 institutional investors held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) as of Q4 2016, up from 19 in Q3 2016.
  • Funds reported $8.45M of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO stock for Q4 2016, up 7.6% quarter-over-quarter.
  • 4 funds opened new POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO positions in Q4 2016 and 3 closed out, a net change of +1 holder.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO buyer in Q4 2016 was Commonwealth Equity Services, an estimated $720K added.
  • The largest POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO seller in Q4 2016 was Citadel Advisors, an estimated $465K sold.

Based on aggregated 13F filings for Q4 2016.