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Powell Industries
POWL

119 hedge funds and large institutions have $292M invested in Powell Industries in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 116 → 119 (+3)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0% more capital invested

Capital invested by funds: $291M → $292M (+$1.11M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
45
Reduced
41
Closed
9
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

1
UONDDL
University of Notre Dame du Lac
Indiana
+$2.17M
2
Millennium Management
Millennium Management
New York
+$1.84M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.47M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$1.38M
5
BFA
BlackRock Fund Advisors
California
+$1.13M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$5.88M
2
FHC
First Houston Capital
Texas
-$4.64M
3
NI
Numeric Investors
Massachusetts
-$1.42M
4
VDBMI
Van Den Berg Management I
Texas
-$1.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$2M – – –
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.98M +$95.7K +7,500 +5%
Millennium Management
28
Millennium Management
New York
$1.92M +$1.84M +143,901 New
BIM
29
BlackRock Investment Management
Delaware
$1.68M +$49.2K +3,861 +3%
MDCM
30
Morgan Dempsey Capital Management
Wisconsin
$1.68M -$179K -14,022 -10%
GIP
31
Granite Investment Partners
California
$1.65M -$313K -24,516 -17%
Invesco
32
Invesco
Georgia
$1.56M +$107K +8,418 +8%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.56M -$467K -36,639 -24%
GC
34
Guggenheim Capital
Illinois
$1.55M +$3.94K +309 +0.3%
Charles Schwab
35
Charles Schwab
California
$1.28M +$57.6K +4,518 +5%
BIM
36
Bogle Investment Management
Massachusetts
$1.24M -$123K -9,672 -9%
Deutsche Bank
37
Deutsche Bank
Germany
$1.19M -$72.9K -5,715 -6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$1.17M +$466K +36,519 +71%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.11M +$368K +28,830 +53%
Goldman Sachs
40
Goldman Sachs
New York
$1.03M +$381K +29,907 +64%
MERSOM
41
Municipal Employees' Retirement System of Michigan
Michigan
$1.02M +$1.15K +90 +0.1%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$1.01M +$894K +70,110 +1,265%
WI
43
WBI Investments
New Jersey
$963K +$60K +4,707 +7%
CEP
44
Chicago Equity Partners
Illinois
$926K +$278K +21,789 +46%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$857K -$310K -24,300 -27%
Citigroup
46
Citigroup
New York
$852K +$111K +8,715 +16%
NFA
47
Nationwide Fund Advisors
Ohio
$829K +$77.7K +6,090 +11%
EA
48
Emerald Acquisition
Washington
$808K +$26.8K +2,100 +4%
TA
49
Teton Advisors
New York
$805K – – –
PPA
50
Parametric Portfolio Associates
Washington
$748K -$93.6K -7,338 -12%
1
2
3 4 5

POWL Hedge Fund Activity: Q3 2016 in Review

119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2016, worth a combined $292M — up 0.38% from $291M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 9 closed out — a net gain of 4 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was University of Notre Dame du Lac, opening a new position worth an estimated $2.17M. The largest seller was Rutabaga Capital Management, cutting an estimated $5.88M.

  • 119 institutional investors held Powell Industries (POWL) as of Q3 2016, up from 116 in Q2 2016.
  • Funds reported $292M of Powell Industries stock for Q3 2016, up 0.38% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q3 2016 and 9 closed out, a net change of +4 holders.
  • The largest Powell Industries buyer in Q3 2016 was University of Notre Dame du Lac, an estimated $2.17M added.
  • The largest Powell Industries seller in Q3 2016 was Rutabaga Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2016.