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Powell Industries
POWL

110 hedge funds and large institutions have $415M invested in Powell Industries in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $348M → $415M (+$67.5M)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more funds holding

Funds holding: 103 → 110 (+7)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rutabaga Capital Management
Massachusetts
+$19.1M
2
Norges Bank
Norges Bank
Norway
+$6.7M
3
TAM
THB Asset Management
Connecticut
+$3.5M
4
BFA
BlackRock Fund Advisors
California
+$2.52M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.74M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.83M
3
KCM
Kennedy Capital Management
Missouri
-$5.62M
4
HA
Heartland Advisors
Wisconsin
-$3.16M
5
SC
Skylands Capital
Wisconsin
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
Signia Capital Management
Washington
$2.24M +$291K +19,590 +17%
Ameriprise
27
Ameriprise
Minnesota
$2.03M +$2.23K +150 +0.1%
FP
28
Foundry Partners
Minnesota
$2.01M +$1.51M +101,475 +473%
TCIM
29
TIAA CREF Investment Management
New York
$1.94M -$92.3K -6,222 -5%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.82M +$1.65M +111,138 New
BIM
31
BlackRock Investment Management
Delaware
$1.74M -$23.7K -1,596 -1%
PPA
32
Parametric Portfolio Associates
Washington
$1.33M +$121K +8,148 +11%
Charles Schwab
33
Charles Schwab
California
$1.32M +$40.7K +2,742 +4%
Citadel Advisors
34
Citadel Advisors
Florida
$1.25M +$632K +42,591 +126%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.2M -$66.8K -4,500 -5%
ERSOT
36
Employees Retirement System of Texas
Texas
$1.12M – – –
AR
37
Advisory Research
Illinois
$1.12M +$289K +19,500 +40%
Prudential Financial
38
Prudential Financial
New Jersey
$1.03M -$623K -42,000 -40%
TA
39
Teton Advisors
New York
$986K – – –
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$909K – – –
Comerica Bank
41
Comerica Bank
Texas
$882K +$395K +26,619 +98%
GC
42
Guggenheim Capital
Illinois
$866K -$428K -28,812 -35%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$857K – – –
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$844K +$3.25K +219 +0.4%
Invesco
45
Invesco
Georgia
$788K -$273K -18,399 -28%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$752K +$45.6K +3,075 +7%
Morgan Stanley
47
Morgan Stanley
New York
$725K -$22.4K -1,512 -3%
TC
48
TFS Capital
Pennsylvania
$670K +$608K +40,935 New
TA
49
Teachers Advisors
New York
$660K – – –
US Bancorp
50
US Bancorp
Minnesota
$621K +$32K +2,157 +6%
1
2
3 4 5

POWL Hedge Fund Activity: Q4 2014 in Review

110 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2014, worth a combined $415M — up 19% from $348M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POWL positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $19.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.4M.

  • 110 institutional investors held Powell Industries (POWL) as of Q4 2014, up from 103 in Q3 2014.
  • Funds reported $415M of Powell Industries stock for Q4 2014, up 19% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q4 2014 and 11 closed out, a net change of +8 holders.
  • The largest Powell Industries buyer in Q4 2014 was Rutabaga Capital Management, an estimated $19.1M added.
  • The largest Powell Industries seller in Q4 2014 was Bank of New York Mellon, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2014.