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Powell Industries
POWL

123 hedge funds and large institutions have $552M invested in Powell Industries in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $501M → $552M (+$50.8M)

9% more funds holding

Funds holding: 113 → 123 (+10)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
45
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$9.19M
2
WRF
Waddell & Reed Financial
Kansas
+$3.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.74M
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13.1M
2
HA
Heartland Advisors
Wisconsin
-$1.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.49M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.47M
5
Franklin Resources
Franklin Resources
California
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.6M +$221K +10,245 +7%
MDCM
27
Morgan Dempsey Capital Management
Wisconsin
$3.36M -$390K -18,060 -11%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.08M +$74.6K +3,456 +3%
TCIM
29
TIAA CREF Investment Management
New York
$2.96M -$24.1K -1,119 -0.8%
SCM
30
Signia Capital Management
Washington
$2.63M -$657K -30,432 -21%
SB
31
Suntrust Banks
Georgia
$2.62M +$832K +38,571 +49%
BIM
32
BlackRock Investment Management
Delaware
$2.41M -$63.7K -2,955 -3%
GC
33
Guggenheim Capital
Illinois
$2.38M -$388K -17,970 -14%
Prudential Financial
34
Prudential Financial
New Jersey
$2.35M – – –
DCM
35
Driehaus Capital Management
Illinois
$2.32M +$1.68K +78 +0.1%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$2.21M +$193K +8,934 +10%
TC
37
TFS Capital
Pennsylvania
$2.2M -$1M -46,500 -32%
MPAM
38
Monarch Partners Asset Management
Massachusetts
$2.07M +$2M +92,793 New
SC
39
Spitfire Capital
California
$2.04M +$1.97M +91,434 New
Morgan Stanley
40
Morgan Stanley
New York
$1.78M -$1.49M -69,249 -46%
Charles Schwab
41
Charles Schwab
California
$1.66M +$57.4K +2,661 +4%
PPA
42
Parametric Portfolio Associates
Washington
$1.6M +$88.4K +4,098 +6%
Invesco
43
Invesco
Georgia
$1.57M +$196K +9,102 +15%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.56M +$97.1K +4,500 +7%
ERSOT
45
Employees Retirement System of Texas
Texas
$1.53M – – –
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M +$19.4K +900 +1%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.49M -$523K -24,246 -27%
CCMH
48
Cornerstone Capital Management Holdings
New York
$1.47M +$194K +9,000 +16%
TA
49
Teton Advisors
New York
$1.35M – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.11M +$6.47K +300 +0.6%
1
2
3 4 5

POWL Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2013, worth a combined $552M — up 10% from $501M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new POWL positions and 8 closed out — a net gain of 10 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $9.19M. The largest seller was Royce & Associates, cutting an estimated $13.1M.

  • 123 institutional investors held Powell Industries (POWL) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $552M of Powell Industries stock for Q4 2013, up 10% quarter-over-quarter.
  • 18 funds opened new Powell Industries positions in Q4 2013 and 8 closed out, a net change of +10 holders.
  • The largest Powell Industries buyer in Q4 2013 was Deutsche Bank, an estimated $9.19M added.
  • The largest Powell Industries seller in Q4 2013 was Royce & Associates, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2013.