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Powell Industries

113 hedge funds and large institutions have $501M invested in Powell Industries in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

19% more capital invested

Capital invested by funds: $420M → $501M (+$80.4M)

9% more funds holding

Funds holding: 104113 (+9)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.25M +$471K +26,100 +20%
Principal Financial Group
27
Principal Financial Group
Iowa
$3.09M +$130K +7,215 +5%
Morgan Stanley
28
Morgan Stanley
New York
$3.05M -$1.35M -74,502 -33%
SCM
29
Signia Capital Management
Washington
$3.03M -$1.38M -76,191 -34%
TC
30
TFS Capital
Pennsylvania
$2.96M +$582K +32,232 +29%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$2.75M +$78.5K +4,347 +3%
TCIM
32
TIAA CREF Investment Management
New York
$2.73M -$9.7K -537 -0.4%
GC
33
Guggenheim Capital
Illinois
$2.54M -$112K -6,201 -5%
BIM
34
BlackRock Investment Management
Delaware
$2.26M +$28.8K +1,593 +1%
Prudential Financial
35
Prudential Financial
New Jersey
$2.15M +$28.7K +1,590 +2%
DCM
36
Driehaus Capital Management
Illinois
$2.12M -$40.6K -2,250 -2%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.86M +$904K +50,049 +122%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.84M +$206K +11,400 +14%
SB
39
Suntrust Banks
Georgia
$1.61M -$20.9K -1,158 -1%
Charles Schwab
40
Charles Schwab
California
$1.5M +$57.9K +3,204 +5%
ERSOT
41
Employees Retirement System of Texas
Texas
$1.4M
PPA
42
Parametric Portfolio Associates
Washington
$1.38M +$146K +8,073 +14%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M +$282K +15,600 +31%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.33M
Invesco
45
Invesco
Georgia
$1.25M +$445K +24,663 +67%
TA
46
Teton Advisors
New York
$1.23M +$119K +6,600 +12%
CCMH
47
Cornerstone Capital Management Holdings
New York
$1.16M +$818K +45,300 +397%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.06M +$200K +11,100 +27%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.04M -$305K -16,911 -25%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.01M +$26.4K +1,464 +3%

POWL Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2013, worth a combined $501M — up 19% from $420M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 5 closed out — a net gain of 10 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.73M. The largest seller was Royce & Associates, cutting an estimated $6.13M.

  • 113 institutional investors held Powell Industries (POWL) as of Q3 2013, up from 104 in Q2 2013.
  • Funds reported $501M of Powell Industries stock for Q3 2013, up 19% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q3 2013 and 5 closed out, a net change of +10 holders.
  • The largest Powell Industries buyer in Q3 2013 was Deutsche Bank, an estimated $5.73M added.
  • The largest Powell Industries seller in Q3 2013 was Royce & Associates, an estimated $6.13M sold.

Based on aggregated 13F filings for Q3 2013.