POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO
XLKS
XLKS was delisted on the 22nd of March, 2011.
28 hedge funds and large institutions have $141M invested in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
27% more funds holding
Funds holding: 22 → 28 (+6)
16% more capital invested
Capital invested by funds: $121M → $141M (+$19.9M)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$5.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.26M |
| 3 |
SG Americas Securities
New York
|
+$1.51M |
| 4 |
VF
Virtu Financial
New York
|
+$1.2M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.69M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.15M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$393K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$202K |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$69.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Brown Advisory
Baltimore,
Maryland
| $10K | +$10K | +230 | New |
|
|
NES
27
New England Securities
New York
| $5K | +$5K | +114 | New |
|
28
Citigroup
New York
| $4K | +$4K | +100 | New |
|
|
29
Comerica Bank
Dallas,
Texas
| – | -$202K | -4,968 | Closed |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| – | -$11K | -271 | Closed |
|
31
Jones Financial Companies
Des Peres,
Missouri
| – | -$5K | -117 | Closed |
|
XLKS Hedge Fund Activity: Q4 2013 in Review
28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) for Q4 2013, worth a combined $141M — up 16% from $121M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XLKS positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $5.47M. The largest seller was Bank of America, cutting an estimated $4.69M.
- 28 institutional investors held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) as of Q4 2013, up from 22 in Q3 2013.
- Funds reported $141M of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO stock for Q4 2013, up 16% quarter-over-quarter.
- 10 funds opened new POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO positions in Q4 2013 and 3 closed out, a net change of +7 holders.
- The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO buyer in Q4 2013 was New York Life Investment Management, an estimated $5.47M added.
- The largest POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO seller in Q4 2013 was Bank of America, an estimated $4.69M sold.
Based on aggregated 13F filings for Q4 2013.