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Powell Industries
POWL

99 hedge funds and large institutions have $217M invested in Powell Industries in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 29

1.75% less ownership

Funds ownership: 191.34% → 189.59% (-1.8%)

6% less funds holding

Funds holding: 105 → 99 (-6)

7% less capital invested

Capital invested by funds: $233M → $217M (-$16.6M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
99
Holders Change
-6
Holders Change %
-5.71%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
48
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.16M
2
VDBMI
Van Den Berg Management I
Texas
+$2.61M
3
HA
Heartland Advisors
Wisconsin
+$2.44M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.25M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.8M
2
NI
Numeric Investors
Massachusetts
-$2.27M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.79M
4
BCM
Beddow Capital Management
Wyoming
-$1.69M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.18M +$28.2K +2,775 +2%
MDCM
27
Morgan Dempsey Capital Management
Wisconsin
$1.17M +$426K +41,874 +56%
Charles Schwab
28
Charles Schwab
California
$1.15M +$63.7K +6,264 +6%
PAM
29
Panagora Asset Management
Massachusetts
$1.11M +$359K +35,307 +47%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.08M +$709K +69,738 +184%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$1.07M -$110K -10,770 -9%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$1.07M +$304K +29,859 +39%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.06M +$65.6K +6,453 +6%
MCM
34
Matarin Capital Management
New York
$1.01M +$671K +65,979 +186%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$825K +$91.5K +9,000 +12%
GC
36
Guggenheim Capital
Illinois
$791K +$139K +13,701 +21%
ANTB
37
AMG National Trust Bank
Colorado
$767K +$126K +12,387 +19%
Bank of America
38
Bank of America
North Carolina
$758K -$53.3K -5,247 -6%
Citigroup
39
Citigroup
New York
$710K +$20.3K +1,992 +3%
TCIM
40
TIAA CREF Investment Management
New York
$706K -$42.6K -4,194 -6%
AQR Capital Management
41
AQR Capital Management
Connecticut
$636K -$1.79M -175,752 -73%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$615K -$21.4K -2,100 -3%
SO
43
STRS Ohio
Ohio
$614K – – –
TA
44
Teton Advisors
New York
$603K – – –
NFA
45
Nationwide Fund Advisors
Ohio
$597K -$94.6K -9,300 -13%
Millennium Management
46
Millennium Management
New York
$595K +$245K +24,120 +68%
TA
47
Teachers Advisors
New York
$555K +$13.1K +1,290 +2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$549K +$7.32K +720 +1%
Deutsche Bank
49
Deutsche Bank
Germany
$545K -$68.8K -6,765 -11%
PPA
50
Parametric Portfolio Associates
Washington
$495K -$47.8K -4,701 -9%
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POWL Hedge Fund Activity: Q3 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2017, worth a combined $217M — down 7.1% from $233M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of POWL and 7 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 48 added.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $6.16M. The largest seller was Fidelity Investments, cutting an estimated $10.8M.

  • 99 institutional investors held Powell Industries (POWL) as of Q3 2017, down from 105 in Q2 2017.
  • Funds reported $217M of Powell Industries stock for Q3 2017, down 7.1% quarter-over-quarter.
  • 7 funds opened new Powell Industries positions in Q3 2017 and 13 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q3 2017 was T. Rowe Price Associates, an estimated $6.16M added.
  • The largest Powell Industries seller in Q3 2017 was Fidelity Investments, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2017.