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Powell Industries

89 hedge funds and large institutions have $233M invested in Powell Industries in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $287M → $233M (-$54.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
43
Reduced
25
Closed
10
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.36M +$18.9K +1,905 +1%
Deutsche Bank
27
Deutsche Bank
Germany
$1.32M -$5.54M -560,001 -81%
Renaissance Technologies
28
Renaissance Technologies
New York
$1.28M +$1.27M +128,100 New
Millennium Management
29
Millennium Management
New York
$1.28M +$498K +50,346 +65%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.24M +$128K +12,900 +12%
BIM
31
BlackRock Investment Management
Delaware
$1.15M -$14.6K -1,473 -1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.12M +$876K +88,500 +383%
Invesco
33
Invesco
Georgia
$1.09M +$10K +1,014 +0.9%
TCIM
34
TIAA CREF Investment Management
New York
$941K -$113K -11,400 -11%
Goldman Sachs
35
Goldman Sachs
New York
$899K +$656K +66,249 +284%
Charles Schwab
36
Charles Schwab
California
$866K -$7.78K -786 -0.9%
CCMH
37
Cornerstone Capital Management Holdings
New York
$846K +$835K +84,300 New
MC
38
Menta Capital
California
$795K +$784K +79,212 New
ERSOT
39
Employees Retirement System of Texas
Texas
$689K
PPA
40
Parametric Portfolio Associates
Washington
$685K +$175K +17,724 +35%
Prudential Financial
41
Prudential Financial
New Jersey
$628K
TA
42
Teton Advisors
New York
$605K
Bank of America
43
Bank of America
North Carolina
$558K -$12.3K -1,245 -2%
GC
44
Guggenheim Capital
Illinois
$520K -$34.3K -3,462 -6%
MERSOM
45
Municipal Employees' Retirement System of Michigan
Michigan
$517K +$457K +46,200 +870%
NCCM
46
Nine Chapters Capital Management
New Jersey
$512K +$505K +51,000 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$501K
ANTB
48
AMG National Trust Bank
Colorado
$500K +$70.9K +7,164 +17%
SCM
49
Signia Capital Management
Washington
$495K -$62.5K -6,315 -11%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$454K +$8.85K +894 +2%

POWL Hedge Fund Activity: Q3 2015 in Review

89 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2015, worth a combined $233M — down 19% from $287M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 43 added.

The largest buyer was Rutabaga Capital Management, adding an estimated $6.32M. The largest seller was Franklin Resources, exiting entirely with an estimated $13.4M sold.

  • 89 institutional investors held Powell Industries (POWL) as of Q3 2015, down from 94 in Q2 2015.
  • Funds reported $233M of Powell Industries stock for Q3 2015, down 19% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q3 2015 and 10 closed out, a net change of -4 holders.
  • The largest Powell Industries buyer in Q3 2015 was Rutabaga Capital Management, an estimated $6.32M added.
  • The largest Powell Industries seller in Q3 2015 was Franklin Resources, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2015.