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Powell Industries
POWL

124 hedge funds and large institutions have $532M invested in Powell Industries in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

1% more funds holding

Funds holding: 123 → 124 (+1)

4% less capital invested

Capital invested by funds: $552M → $532M (-$19.8M)

29% less call options, than puts

Call options by funds: $233K | Put options by funds: $330K

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
42
Closed
14
Calls
$233K
Puts
$330K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.69M
3
RFC
Russell Frank Company
Washington
+$2.9M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$2.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.29M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
KCM
Kennedy Capital Management
Missouri
-$3.74M
3
VDBMI
Van Den Berg Management I
Texas
-$3.73M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.26M
5
HA
Heartland Advisors
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.42M -$656K -30,423 -16%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$3.22M +$235K +10,911 +8%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$3.14M -$3.26M -151,383 -51%
TCIM
29
TIAA CREF Investment Management
New York
$2.73M -$129K -6,000 -5%
Prudential Financial
30
Prudential Financial
New Jersey
$2.55M +$272K +12,600 +12%
SCM
31
Signia Capital Management
Washington
$2.55M +$776 +36 +0%
SB
32
Suntrust Banks
Georgia
$2.53M -$7.18K -333 -0.3%
MFIMFI
33
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.39M +$2.38M +110,508 New
BIM
34
BlackRock Investment Management
Delaware
$2.37M +$39.4K +1,827 +2%
GC
35
Guggenheim Capital
Illinois
$2.23M -$69.9K -3,240 -3%
First Trust Advisors
36
First Trust Advisors
Illinois
$2.2M +$754K +34,950 +52%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$2.11M +$45.3K +2,100 +2%
MPAM
38
Monarch Partners Asset Management
Massachusetts
$2.01M +$7.37K +342 +0.4%
CCMH
39
Cornerstone Capital Management Holdings
New York
$1.89M +$466K +21,600 +33%
Invesco
40
Invesco
Georgia
$1.71M +$189K +8,772 +12%
Charles Schwab
41
Charles Schwab
California
$1.65M +$43.9K +2,037 +3%
PPA
42
Parametric Portfolio Associates
Washington
$1.63M +$83.4K +3,870 +5%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$1.5M – – –
ERSOT
44
Employees Retirement System of Texas
Texas
$1.48M – – –
Morgan Stanley
45
Morgan Stanley
New York
$1.47M -$254K -11,781 -15%
TA
46
Teton Advisors
New York
$1.3M – – –
AR
47
Advisory Research
Illinois
$1.23M +$1.23M +57,120 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M -$239K -11,100 -16%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.08M +$6.47K +300 +0.6%
SCM
50
Sterling Capital Management
North Carolina
$1.04M +$1.03M +47,940 New
1
2
3 4 5

POWL Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2014, worth a combined $532M — down 3.6% from $552M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.

  • 124 institutional investors held Powell Industries (POWL) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $532M of Powell Industries stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest Powell Industries buyer in Q1 2014 was Schroder Investment Management Group, an estimated $16.4M added.
  • The largest Powell Industries seller in Q1 2014 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2014.