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Powell Industries
POWL

94 hedge funds and large institutions have $287M invested in Powell Industries in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $282M → $287M (+$5.19M)

5% less funds holding

Funds holding: 99 → 94 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
38
Reduced
33
Closed
10
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
+$422K

Top Buyers

Rank Fund Capital Flow
1
RFC
Russell Frank Company
Washington
+$2.13M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.12M
3
TC
TFS Capital
Pennsylvania
+$995K
4
First Trust Advisors
First Trust Advisors
Illinois
+$993K
5
SCM
Signia Capital Management
Washington
+$664K

Top Sellers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
-$4.09M
2
KCM
Kennedy Capital Management
Missouri
-$2.63M
3
Artisan Partners
Artisan Partners
Wisconsin
-$2.53M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.48M
5
RA
Royce & Associates
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.61M +$993K +83,097 +153%
Ameriprise
27
Ameriprise
Minnesota
$1.57M +$29K +2,430 +2%
FP
28
Foundry Partners
Minnesota
$1.54M +$246K +20,613 +19%
BIM
29
BlackRock Investment Management
Delaware
$1.36M +$108K +9,024 +8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.3M +$269K +22,500 +26%
Invesco
31
Invesco
Georgia
$1.26M +$374K +31,278 +41%
TCIM
32
TIAA CREF Investment Management
New York
$1.23M -$157K -13,116 -11%
KCM
33
Kennedy Capital Management
Missouri
$1.05M -$2.63M -219,957 -71%
Charles Schwab
34
Charles Schwab
California
$1.02M +$31.2K +2,613 +3%
TC
35
TFS Capital
Pennsylvania
$977K +$995K +83,343 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$906K +$241K +20,175 +35%
Millennium Management
37
Millennium Management
New York
$904K +$649K +54,318 +239%
Two Sigma Investments
38
Two Sigma Investments
New York
$813K +$452K +37,836 +120%
ERSOT
39
Employees Retirement System of Texas
Texas
$805K – – –
TAM
40
Third Avenue Management
New York
$751K +$75.3K +6,300 +11%
Prudential Financial
41
Prudential Financial
New Jersey
$734K – – –
TA
42
Teton Advisors
New York
$707K – – –
Bank of America
43
Bank of America
North Carolina
$667K +$307K +25,668 +82%
SCM
44
Signia Capital Management
Washington
$652K +$664K +55,620 New
GC
45
Guggenheim Capital
Illinois
$649K +$30.3K +2,535 +5%
Comerica Bank
46
Comerica Bank
Texas
$648K +$331K +27,729 +101%
PPA
47
Parametric Portfolio Associates
Washington
$593K -$153K -12,816 -20%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$585K -$13.4K -1,119 -2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$520K -$22.9K -1,920 -4%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$509K -$111K -9,300 -18%
1
2
3 4 5

POWL Hedge Fund Activity: Q2 2015 in Review

94 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2015, worth a combined $287M — up 1.8% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Russell Frank Company, adding an estimated $2.13M. The largest seller was THB Asset Management, cutting an estimated $4.09M.

  • 94 institutional investors held Powell Industries (POWL) as of Q2 2015, down from 99 in Q1 2015.
  • Funds reported $287M of Powell Industries stock for Q2 2015, up 1.8% quarter-over-quarter.
  • 5 funds opened new Powell Industries positions in Q2 2015 and 10 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q2 2015 was Russell Frank Company, an estimated $2.13M added.
  • The largest Powell Industries seller in Q2 2015 was THB Asset Management, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2015.