POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO
PXMC
PXMC was delisted on the 22nd of May, 2015.
12 hedge funds and large institutions have $6.53M invested in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
17% less capital invested
Capital invested by funds: $7.88M → $6.53M (-$1.36M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$249K |
| 2 |
LPL Financial
San Diego,
California
|
+$201K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$80.8K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.83K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$1.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$78.4K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$45K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.9K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.64M | +$80.8K | +2,512 | +3% |
|
|
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $1.67M | -$45K | -1,399 | -3% |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $474K | -$21.9K | -682 | -4% |
|
|
CAN
4
Cetera Advisor Networks
El Segundo,
California
| $428K | -$2.73K | -85 | -0.6% |
|
|
5
Wells Fargo
San Francisco,
California
| $312K | +$4.83K | +150 | +2% |
|
6
Morgan Stanley
New York
| $288K | -$4.02K | -125 | -1% |
|
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $252K | +$249K | +7,735 | New |
|
|
8
LPL Financial
San Diego,
California
| $207K | +$201K | +6,240 | New |
|
|
9
Bank of America
Charlotte,
North Carolina
| $173K | -$78.4K | -2,437 | -31% |
|
|
U
10
UBS
Zurich,
Switzerland
| $36K | +$1.25K | +39 | +4% |
|
11
Citigroup
New York
| $33K | – | – | – |
|
|
RIA
12
Regal Investment Advisors
Kentwood,
Michigan
| $11K | – | – | – |
|
|
13
HighTower Advisors
Chicago,
Illinois
| – | -$2.06M | -66,779 | Closed |
|
|
BWM
14
Baystate Wealth Management
Boston,
Massachusetts
| – | -$5K | -154 | Closed |
|
PXMC Hedge Fund Activity: Q3 2013 in Review
12 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) for Q3 2013, worth a combined $6.53M — down 17% from $7.88M a quarter earlier.
Fund positioning in PXMC was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $249K. The largest seller was HighTower Advisors, exiting entirely with an estimated $2.06M sold.
- 12 institutional investors held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $6.53M of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO stock for Q3 2013, down 17% quarter-over-quarter.
- 2 funds opened new POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO buyer in Q3 2013 was Janney Montgomery Scott, an estimated $249K added.
- The largest POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO seller in Q3 2013 was HighTower Advisors, an estimated $2.06M sold.
Based on aggregated 13F filings for Q3 2013.