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Powell Industries
POWL

104 hedge funds and large institutions have $211M invested in Powell Industries in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $5K | Put options by funds: $1K

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

12% more funds holding

Funds holding: 93 → 104 (+11)

8% more capital invested

Capital invested by funds: $195M → $211M (+$16.3M)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
47
Reduced
25
Closed
5
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
-$312K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.58M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.37M
5
BCM
Bridgeway Capital Management
Texas
+$1.32M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$9.91M
2
RCM
Rutabaga Capital Management
Massachusetts
-$6.02M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.98M
4
Norges Bank
Norges Bank
Norway
-$3.34M
5
RFC
Russell Frank Company
Washington
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.48M +$130K +14,700 +11%
MDCM
27
Morgan Dempsey Capital Management
Wisconsin
$1.43M +$375K +42,450 +42%
Citadel Advisors
28
Citadel Advisors
Florida
$1.42M -$3.55K -402 -0.3%
GIP
29
Granite Investment Partners
California
$1.41M +$1.25M +141,579 New
First Trust Advisors
30
First Trust Advisors
Illinois
$1.4M +$808K +91,479 +186%
Invesco
31
Invesco
Georgia
$1.19M +$85.5K +9,687 +9%
BIM
32
BlackRock Investment Management
Delaware
$1.16M +$8K +906 +0.8%
CCMH
33
Cornerstone Capital Management Holdings
New York
$1.13M +$87.4K +9,900 +10%
GC
34
Guggenheim Capital
Illinois
$1.13M +$154K +17,457 +18%
Deutsche Bank
35
Deutsche Bank
Germany
$989K -$147K -16,605 -14%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$942K +$55.6K +6,300 +7%
Charles Schwab
37
Charles Schwab
California
$895K +$14.9K +1,683 +2%
TCIM
38
TIAA CREF Investment Management
New York
$867K -$16.6K -1,878 -2%
Prudential Financial
39
Prudential Financial
New Jersey
$853K +$209K +23,700 +38%
ERSOT
40
Employees Retirement System of Texas
Texas
$683K – – –
Citigroup
41
Citigroup
New York
$669K +$212K +23,985 +55%
MC
42
Menta Capital
California
$656K -$117K -13,200 -17%
MERSOM
43
Municipal Employees' Retirement System of Michigan
Michigan
$642K +$114K +12,870 +25%
PPA
44
Parametric Portfolio Associates
Washington
$627K +$47K +5,325 +9%
TA
45
Teton Advisors
New York
$599K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$575K +$63.2K +7,158 +14%
ANTB
47
AMG National Trust Bank
Colorado
$542K +$41.8K +4,734 +10%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$498K +$38K +4,305 +9%
Bank of America
49
Bank of America
North Carolina
$475K +$17.8K +2,013 +4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$467K +$76.8K +8,700 +22%
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POWL Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2016, worth a combined $211M — up 8.3% from $195M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 5 closed out — a net gain of 11 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $1.64M. The largest seller was Artisan Partners, cutting an estimated $9.91M.

  • 104 institutional investors held Powell Industries (POWL) as of Q1 2016, up from 93 in Q4 2015.
  • Funds reported $211M of Powell Industries stock for Q1 2016, up 8.3% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2016 and 5 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2016 was Arrowstreet Capital, an estimated $1.64M added.
  • The largest Powell Industries seller in Q1 2016 was Artisan Partners, an estimated $9.91M sold.

Based on aggregated 13F filings for Q1 2016.