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Powell Industries

105 hedge funds and large institutions have $233M invested in Powell Industries in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

1.2% less ownership

Funds ownership: 192.54%191.34% (-1.2%)

2% less funds holding

Funds holding: 107105 (-2)

8% less capital invested

Capital invested by funds: $252M → $233M (-$19M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.59M +$550K +49,503 +50%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.26M +$387K +34,830 +42%
SFM
28
Systematic Financial Management
New Jersey
$1.24M -$59.7K -5,370 -4%
Invesco
29
Invesco
Georgia
$1.23M -$3.54K -318 -0.3%
Charles Schwab
30
Charles Schwab
California
$1.16M +$7.6K +684 +0.6%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.06M -$43.4K -3,900 -4%
Bank of America
32
Bank of America
North Carolina
$865K -$47.2K -4,242 -5%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$821K -$37.4K -3,363 -4%
PAM
34
Panagora Asset Management
Massachusetts
$806K +$135K +12,162 +19%
MDCM
35
Morgan Dempsey Capital Management
Wisconsin
$799K -$17.6K -1,581 -2%
TCIM
36
TIAA CREF Investment Management
New York
$798K +$18K +1,617 +2%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$784K -$173K -15,600 -18%
MAM
38
Martingale Asset Management
Massachusetts
$769K -$510K -45,912 -39%
Citigroup
39
Citigroup
New York
$736K -$30.3K -2,727 -4%
NFA
40
Nationwide Fund Advisors
Ohio
$736K +$76.7K +6,900 +11%
GC
41
Guggenheim Capital
Illinois
$697K -$239K -21,519 -25%
ANTB
42
AMG National Trust Bank
Colorado
$686K +$191K +17,199 +36%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$685K +$25.4K +2,283 +4%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$679K
SO
45
STRS Ohio
Ohio
$655K +$30K +2,700 +5%
Deutsche Bank
46
Deutsche Bank
Germany
$655K +$283K +25,425 +70%
TA
47
Teton Advisors
New York
$643K
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$578K +$167 +15 +0%
TA
49
Teachers Advisors
New York
$578K +$46.2K +4,152 +8%
PPA
50
Parametric Portfolio Associates
Washington
$578K +$82K +7,380 +16%

POWL Hedge Fund Activity: Q2 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2017, worth a combined $233M — down 7.5% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of POWL and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 40 added.

The largest buyer was Heartland Advisors, adding an estimated $4.82M. The largest seller was Numeric Investors, cutting an estimated $3.59M.

  • 105 institutional investors held Powell Industries (POWL) as of Q2 2017, down from 107 in Q1 2017.
  • Funds reported $233M of Powell Industries stock for Q2 2017, down 7.5% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q2 2017 and 8 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2017 was Heartland Advisors, an estimated $4.82M added.
  • The largest Powell Industries seller in Q2 2017 was Numeric Investors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2017.