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Powell Industries
POWL

Overview Fund Activity

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
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

1
Deutsche Bank
1
Deutsche Bank
Germany
$17.2M
2
WRF
2
Waddell & Reed Financial
Kansas
$11.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.23M
4
MPAM
4
Monarch Partners Asset Management
Massachusetts
$2.07M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.78M

Top Sellers

1
RA
1
Royce & Associates
New York
$55.4M
2
HA
2
Heartland Advisors
Wisconsin
$8.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.79M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$6.63M
5
Franklin Resources
5
Franklin Resources
California
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$3.6M +$229K +3,415 +7%
MDCM
27
Morgan Dempsey Capital Management
Wisconsin
$3.36M -$403K -6,020 -11%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$3.09M +$77.2K +1,152 +3%
TCIM
29
TIAA CREF Investment Management
New York
$2.96M -$25K -373 -0.8%
SCM
30
Signia Capital Management
Washington
$2.63M -$680K -10,144 -21%
SB
31
Suntrust Banks
Georgia
$2.62M +$861K +12,857 +49%
BIM
32
BlackRock Investment Management
Delaware
$2.41M -$66K -985 -3%
GC
33
Guggenheim Capital
Illinois
$2.38M -$401K -5,990 -14%
Prudential Financial
34
Prudential Financial
New Jersey
$2.35M – – –
DCM
35
Driehaus Capital Management
Illinois
$2.32M +$1.74K +26 +0.1%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$2.21M +$199K +2,978 +10%
TC
37
TFS Capital
Pennsylvania
$2.2M -$1.04M -15,500 -32%
MPAM
38
Monarch Partners Asset Management
Massachusetts
$2.07M +$2.07M +30,931 New
SC
39
Spitfire Capital
California
$2.04M +$2.04M +30,478 New
Morgan Stanley
40
Morgan Stanley
New York
$1.79M -$1.55M -23,083 -46%
Charles Schwab
41
Charles Schwab
California
$1.66M +$59.4K +887 +4%
PPA
42
Parametric Portfolio Associates
Washington
$1.6M +$91.5K +1,366 +6%
Invesco
43
Invesco
Georgia
$1.57M +$203K +3,034 +15%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.56M +$101K +1,500 +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 +$20.1K +300 +1%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.49M -$541K -8,082 -27%
CCMH
48
Cornerstone Capital Management Holdings
New York
$1.47M +$201K +3,000 +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 +$6.7K +100 +0.6%
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