We are live on ! Find out more
POWL icon

Powell Industries
POWL

103 hedge funds and large institutions have $348M invested in Powell Industries in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 121 → 103 (-18)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

37% less capital invested

Capital invested by funds: $549M → $348M (-$202M)

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
103
Holders Change
-18
Holders Change %
-14.88%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$31M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$7.38M
4
KCM
Kennedy Capital Management
Missouri
+$6.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.02M

Top Sellers

1
PP
Peconic Partners
New York
-$10.9M
2
AAM
ACK Asset Management
Connecticut
-$8.6M
3
WRF
Waddell & Reed Financial
Kansas
-$8.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.42M
5
RA
Royce & Associates
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$2.17M +$161K +8,646 +6%
TCIM
27
TIAA CREF Investment Management
New York
$1.7M -$51.4K -2,757 -2%
Ameriprise
28
Ameriprise
Minnesota
$1.69M -$966K -51,804 -29%
WRF
29
Waddell & Reed Financial
Kansas
$1.62M -$8.35M -447,906 -79%
VFA
30
Virtus Fund Advisers
Connecticut
$1.6M -$29K -1,557 -1%
SCM
31
Signia Capital Management
Washington
$1.6M -$13.8K -741 -0.6%
BIM
32
BlackRock Investment Management
Delaware
$1.47M +$13.6K +732 +0.7%
Prudential Financial
33
Prudential Financial
New Jersey
$1.43M -$1.3M -69,543 -40%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.26M +$39.2K +2,100 +2%
First Trust Advisors
35
First Trust Advisors
Illinois
$1.26M +$45.5K +2,442 +3%
GC
36
Guggenheim Capital
Illinois
$1.11M -$260K -13,923 -15%
Charles Schwab
37
Charles Schwab
California
$1.06M +$32.5K +1,743 +2%
PPA
38
Parametric Portfolio Associates
Washington
$996K -$48.6K -2,607 -3%
ERSOT
39
Employees Retirement System of Texas
Texas
$936K – – –
Invesco
40
Invesco
Georgia
$907K -$40.8K -2,187 -3%
Renaissance Technologies
41
Renaissance Technologies
New York
$850K -$1.28M -68,400 -52%
TA
42
Teton Advisors
New York
$821K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$757K -$263K -14,100 -20%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$713K -$162K -8,700 -14%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$700K +$11K +591 +1%
AR
46
Advisory Research
Illinois
$666K -$100K -5,370 -10%
Morgan Stanley
47
Morgan Stanley
New York
$624K +$29K +1,554 +4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$584K +$5.59K +300 +0.7%
Goldman Sachs
49
Goldman Sachs
New York
$554K -$609K -32,634 -45%
TA
50
Teachers Advisors
New York
$549K – – –
1
2
3 4 5

POWL Hedge Fund Activity: Q3 2014 in Review

103 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2014, worth a combined $348M — down 37% from $549M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of POWL and 9 opened new positions — a net loss of 18 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $31M. The largest seller was Peconic Partners, exiting entirely with an estimated $10.9M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q3 2014, down from 121 in Q2 2014.
  • Funds reported $348M of Powell Industries stock for Q3 2014, down 37% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2014 and 27 closed out, a net change of -18 holders.
  • The largest Powell Industries buyer in Q3 2014 was Artisan Partners, an estimated $31M added.
  • The largest Powell Industries seller in Q3 2014 was Peconic Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2014.