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Powell Industries
POWL

121 hedge funds and large institutions have $549M invested in Powell Industries in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $346K | Put options by funds: $333K

3% more capital invested

Capital invested by funds: $532M → $549M (+$17.6M)

2% less funds holding

Funds holding: 124 → 121 (-3)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
44
Closed
15
Calls
$346K
Puts
$333K
Net Calls
+$13K
Net Calls Change
+$110K

Top Buyers

1
PP
Peconic Partners
New York
+$9.98M
2
AAM
ACK Asset Management
Connecticut
+$8.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.48M
4
Norges Bank
Norges Bank
Norway
+$4.97M
5
TAM
THB Asset Management
Connecticut
+$3.78M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
2
VDBMI
Van Den Berg Management I
Texas
-$3.84M
3
SB
Suntrust Banks
Georgia
-$2.53M
4
RFC
Russell Frank Company
Washington
-$2.41M
5
BFA
BlackRock Fund Advisors
California
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.83M +$153K +7,251 +4%
Prudential Financial
27
Prudential Financial
New Jersey
$3.81M +$1.19M +56,733 +48%
Principal Financial Group
28
Principal Financial Group
Iowa
$3.68M +$19.8K +942 +0.6%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$3.28M +$27.8K +1,320 +0.9%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$3.17M – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$2.95M -$1.2M -57,027 -30%
Renaissance Technologies
32
Renaissance Technologies
New York
$2.85M -$575K -27,300 -17%
TCIM
33
TIAA CREF Investment Management
New York
$2.77M +$16.9K +801 +0.6%
VFA
34
Virtus Fund Advisers
Connecticut
$2.6M +$2.51M +119,214 New
SCM
35
Signia Capital Management
Washington
$2.57M – – –
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.39M -$20.6K -978 -0.9%
BIM
37
BlackRock Investment Management
Delaware
$2.34M -$51.5K -2,445 -2%
MPAM
38
Monarch Partners Asset Management
Massachusetts
$2.15M +$112K +5,325 +6%
GC
39
Guggenheim Capital
Illinois
$2.09M -$158K -7,515 -7%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.97M -$221K -10,500 -10%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.97M -$247K -11,712 -11%
Charles Schwab
42
Charles Schwab
California
$1.66M -$5.18K -246 -0.3%
PPA
43
Parametric Portfolio Associates
Washington
$1.65M +$2.78K +132 +0.2%
Goldman Sachs
44
Goldman Sachs
New York
$1.6M +$1.3M +61,737 +533%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.52M – – –
Invesco
46
Invesco
Georgia
$1.5M -$219K -10,395 -13%
ERSOT
47
Employees Retirement System of Texas
Texas
$1.5M – – –
CCMH
48
Cornerstone Capital Management Holdings
New York
$1.37M -$518K -24,600 -28%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.33M +$103K +4,902 +9%
TA
50
Teton Advisors
New York
$1.31M – – –
1
2
3 4 5

POWL Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2014, worth a combined $549M — up 3.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Peconic Partners, adding an estimated $9.98M. The largest seller was Fidelity Investments, cutting an estimated $11.6M.

  • 121 institutional investors held Powell Industries (POWL) as of Q2 2014, down from 124 in Q1 2014.
  • Funds reported $549M of Powell Industries stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 12 funds opened new Powell Industries positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2014 was Peconic Partners, an estimated $9.98M added.
  • The largest Powell Industries seller in Q2 2014 was Fidelity Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2014.