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Powell Industries
POWL

116 hedge funds and large institutions have $291M invested in Powell Industries in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

38% more capital invested

Capital invested by funds: $211M → $291M (+$79.3M)

12% more funds holding

Funds holding: 104 → 116 (+12)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
35
Reduced
36
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$3K

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$7.9M
2
FHC
First Houston Capital
Texas
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.43M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.41M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.79M
2
Artisan Partners
Artisan Partners
Wisconsin
-$3.53M
3
RCM
Rutabaga Capital Management
Massachusetts
-$2.77M
4
Millennium Management
Millennium Management
New York
-$1.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.97M – – –
GIP
27
Granite Investment Partners
California
$1.94M +$74.4K +6,624 +5%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.84M -$91K -8,100 -5%
MDCM
29
Morgan Dempsey Capital Management
Wisconsin
$1.83M -$43.8K -3,903 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$1.69M -$156K -13,911 -10%
BIM
31
BlackRock Investment Management
Delaware
$1.6M +$65.3K +5,817 +5%
GC
32
Guggenheim Capital
Illinois
$1.52M +$25.4K +2,262 +2%
Invesco
33
Invesco
Georgia
$1.42M -$131K -11,640 -10%
BIM
34
Bogle Investment Management
Massachusetts
$1.35M +$1.16M +102,867 New
MAM
35
Martingale Asset Management
Massachusetts
$1.27M +$1.09M +96,774 New
Deutsche Bank
36
Deutsche Bank
Germany
$1.25M -$48.6K -4,326 -4%
Bank of America
37
Bank of America
North Carolina
$1.25M +$529K +47,103 +99%
Prudential Financial
38
Prudential Financial
New Jersey
$1.24M +$101K +9,000 +10%
Charles Schwab
39
Charles Schwab
California
$1.2M +$15.6K +1,386 +2%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.16M -$70.8K -6,300 -7%
TCIM
41
TIAA CREF Investment Management
New York
$1.05M -$77.5K -6,897 -8%
MERSOM
42
Municipal Employees' Retirement System of Michigan
Michigan
$1M +$133K +11,850 +18%
ERSOT
43
Employees Retirement System of Texas
Texas
$901K – – –
TC
44
TFS Capital
Pennsylvania
$886K -$1.39M -123,681 -65%
WI
45
WBI Investments
New Jersey
$884K +$757K +67,419 New
PPA
46
Parametric Portfolio Associates
Washington
$831K +$2.63K +234 +0.4%
TA
47
Teton Advisors
New York
$791K – – –
EA
48
Emerald Acquisition
Washington
$767K +$657K +58,482 New
MC
49
Menta Capital
California
$746K -$102K -9,114 -14%
NFA
50
Nationwide Fund Advisors
Ohio
$735K +$115K +10,218 +22%
1
2
3 4 5

POWL Hedge Fund Activity: Q2 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2016, worth a combined $291M — up 38% from $211M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new POWL positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Numeric Investors, adding an estimated $7.9M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $5.79M sold.

  • 116 institutional investors held Powell Industries (POWL) as of Q2 2016, up from 104 in Q1 2016.
  • Funds reported $291M of Powell Industries stock for Q2 2016, up 38% quarter-over-quarter.
  • 22 funds opened new Powell Industries positions in Q2 2016 and 9 closed out, a net change of +13 holders.
  • The largest Powell Industries buyer in Q2 2016 was Numeric Investors, an estimated $7.9M added.
  • The largest Powell Industries seller in Q2 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2016.