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Powell Industries
POWL

121 hedge funds and large institutions have $278M invested in Powell Industries in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

187.2% more ownership

Funds ownership: 0% → 187.2% (+187%)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

2% more funds holding

Funds holding: 119 → 121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $292M → $278M (-$13.9M)

5% less call options, than puts

Call options by funds: $433K | Put options by funds: $456K

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
46
Reduced
40
Closed
10
Calls
$433K
Puts
$456K
Net Calls
-$23K
Net Calls Change
-$29K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$8.73M
2
BFA
BlackRock Fund Advisors
California
+$3.69M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.11M
4
KCM
Kennedy Capital Management
Missouri
+$1.98M
5
Ameriprise
Ameriprise
Minnesota
+$1.4M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$13.4M
2
VDBMI
Van Den Berg Management I
Texas
-$4.29M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.16M
4
Northern Trust
Northern Trust
Illinois
-$3.8M
5
UONDDL
University of Notre Dame du Lac
Indiana
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$1.94M +$305K +23,067 +18%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.71M -$214K -16,200 -11%
MDCM
28
Morgan Dempsey Capital Management
Wisconsin
$1.63M – – –
Invesco
29
Invesco
Georgia
$1.6M +$82K +6,204 +5%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.49M +$358K +27,117 +31%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$1.47M +$493K +37,323 +49%
GC
32
Guggenheim Capital
Illinois
$1.33M -$177K -13,407 -12%
Charles Schwab
33
Charles Schwab
California
$1.32M +$73.2K +5,544 +6%
Goldman Sachs
34
Goldman Sachs
New York
$1.32M +$323K +24,444 +32%
Citigroup
35
Citigroup
New York
$1.22M +$397K +30,036 +47%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$1.08M +$7.13K +540 +0.7%
TCIM
37
TIAA CREF Investment Management
New York
$980K -$48.2K -3,648 -5%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$964K +$131K +9,900 +15%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$894K +$896K +67,842 New
Bank of America
40
Bank of America
North Carolina
$840K +$235K +17,820 +38%
RCM
41
Rutabaga Capital Management
Massachusetts
$839K -$13.4M -1,011,246 -94%
PAM
42
Panagora Asset Management
Massachusetts
$828K +$692K +52,362 +462%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$806K +$426K +32,277 +109%
NFA
44
Nationwide Fund Advisors
Ohio
$797K -$10.9K -825 -1%
TA
45
Teton Advisors
New York
$784K – – –
Deutsche Bank
46
Deutsche Bank
Germany
$753K -$417K -31,533 -35%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$737K +$88.1K +6,666 +13%
MC
48
Menta Capital
California
$719K +$30.6K +2,316 +4%
BG
49
BlackRock Group
United Kingdom
$707K +$245K +18,516 +52%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$700K -$19.8K -1,500 -3%
1
2
3 4 5

POWL Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2016, worth a combined $278M — down 4.8% from $292M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.73M. The largest seller was Rutabaga Capital Management, cutting an estimated $13.4M.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2016, up from 119 in Q3 2016.
  • Funds reported $278M of Powell Industries stock for Q4 2016, down 4.8% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2016 and 10 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2016 was JP Morgan Chase, an estimated $8.73M added.
  • The largest Powell Industries seller in Q4 2016 was Rutabaga Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2016.