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Powell Industries
POWL

99 hedge funds and large institutions have $282M invested in Powell Industries in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

10% less funds holding

Funds holding: 110 → 99 (-11)

32% less capital invested

Capital invested by funds: $415M → $282M (-$133M)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
99
Holders Change
-11
Holders Change %
-10%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
40
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.2M
2
RCM
Rutabaga Capital Management
Massachusetts
+$6.52M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$5.92M
4
PP
Prospector Partners
Connecticut
+$1.98M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$12.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.29M
3
Artisan Partners
Artisan Partners
Wisconsin
-$4.7M
4
RFC
Russell Frank Company
Washington
-$3.17M
5
SCM
Signia Capital Management
Washington
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.48M +$85.8K +6,996 +6%
TCIM
27
TIAA CREF Investment Management
New York
$1.33M – – –
FP
28
Foundry Partners
Minnesota
$1.25M -$151K -12,345 -10%
BIM
29
BlackRock Investment Management
Delaware
$1.21M +$12.1K +990 +0.9%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.2M – – –
RFC
31
Russell Frank Company
Washington
$1M -$3.17M -258,957 -74%
Charles Schwab
32
Charles Schwab
California
$951K +$47.5K +3,873 +5%
Invesco
33
Invesco
Georgia
$855K +$340K +27,717 +58%
ERSOT
34
Employees Retirement System of Texas
Texas
$773K – – –
AR
35
Advisory Research
Illinois
$770K – – –
PPA
36
Parametric Portfolio Associates
Washington
$714K -$219K -17,901 -22%
Prudential Financial
37
Prudential Financial
New Jersey
$704K -$7.36K -600 -0.9%
TA
38
Teton Advisors
New York
$679K – – –
TAM
39
Third Avenue Management
New York
$650K +$316K +25,800 +81%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$642K +$18.4K +1,500 +3%
First Trust Advisors
41
First Trust Advisors
Illinois
$612K -$1.91M -155,496 -74%
GC
42
Guggenheim Capital
Illinois
$594K -$1.99K -162 -0.3%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$593K +$3.9K +318 +0.6%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$574K -$7.36K -600 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$521K +$3.68K +300 +0.7%
TA
46
Teachers Advisors
New York
$508K +$58.4K +4,761 +12%
HFS
47
HL Financial Services
Kentucky
$424K +$52.9K +4,314 +13%
IP
48
Isthmus Partners
Wisconsin
$406K +$24.3K +1,986 +6%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$397K -$17.8K -1,452 -4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$392K – – –
1
2
3 4 5

POWL Hedge Fund Activity: Q1 2015 in Review

99 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2015, worth a combined $282M — down 32% from $415M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 6 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $11.2M. The largest seller was Franklin Resources, cutting an estimated $12.9M.

  • 99 institutional investors held Powell Industries (POWL) as of Q1 2015, down from 110 in Q4 2014.
  • Funds reported $282M of Powell Industries stock for Q1 2015, down 32% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q1 2015 and 15 closed out, a net change of -9 holders.
  • The largest Powell Industries buyer in Q1 2015 was Fidelity Investments, an estimated $11.2M added.
  • The largest Powell Industries seller in Q1 2015 was Franklin Resources, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2015.