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Powell Industries
POWL

113 hedge funds and large institutions have $262M invested in Powell Industries in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $206M → $262M (+$56.1M)

5% more funds holding

Funds holding: 108 → 113 (+5)

4.18% less ownership

Funds ownership: 200.84% → 196.66% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
35
Reduced
44
Closed
5
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
+$105K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.99M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.41M
3
Invesco
Invesco
Georgia
+$1.34M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$741K
5
Franklin Resources
Franklin Resources
California
+$591K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$2.2M
3
KCM
Kennedy Capital Management
Missouri
-$1.99M
4
GC
Guggenheim Capital
Illinois
-$1.19M
5
MCM
Matarin Capital Management
New York
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.68M +$245K +22,251 +18%
CM
27
Crestline Management
Texas
$1.63M +$232K +21,072 +18%
Charles Schwab
28
Charles Schwab
California
$1.57M +$232K +21,051 +18%
Franklin Resources
29
Franklin Resources
California
$1.57M +$591K +53,700 +66%
Morgan Stanley
30
Morgan Stanley
New York
$1.55M +$132K +12,015 +10%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.26M -$105K -9,525 -8%
AA
32
Ancora Advisors
Ohio
$1.25M +$10.7K +975 +0.9%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.22M +$7.59K +690 +0.7%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.11M -$209K -19,008 -17%
Goldman Sachs
35
Goldman Sachs
New York
$936K -$550K -49,959 -38%
ANTB
36
AMG National Trust Bank
Colorado
$906K -$826 -75 -0.1%
PI
37
Putnam Investments
Massachusetts
$874K -$116K -10,500 -12%
KCM
38
Kennedy Capital Management
Missouri
$855K -$1.99M -180,501 -71%
PAM
39
Panagora Asset Management
Massachusetts
$762K -$694K -63,090 -49%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$761K +$4.85K +441 +0.7%
SO
41
STRS Ohio
Ohio
$745K +$29.7K +2,700 +4%
MDCM
42
Morgan Dempsey Capital Management
Wisconsin
$738K -$63.2K -5,745 -8%
TCIM
43
TIAA CREF Investment Management
New York
$736K -$47.5K -4,317 -6%
MCM
44
Matarin Capital Management
New York
$720K -$746K -67,818 -52%
TA
45
Teton Advisors
New York
$700K – – –
SRAM
46
Stone Ridge Asset Management
New York
$690K -$46.2K -4,200 -7%
PPA
47
Parametric Portfolio Associates
Washington
$677K -$26K -2,358 -4%
Bank of America
48
Bank of America
North Carolina
$641K +$36.3K +3,300 +6%
TA
49
Teachers Advisors
New York
$629K -$14.2K -1,290 -2%
Legal & General Group
50
Legal & General Group
United Kingdom
$614K +$63.8K +5,793 +12%
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POWL Hedge Fund Activity: Q2 2018 in Review

113 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2018, worth a combined $262M — up 27% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new POWL positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was JP Morgan Chase, cutting an estimated $3.14M.

  • 113 institutional investors held Powell Industries (POWL) as of Q2 2018, up from 108 in Q1 2018.
  • Funds reported $262M of Powell Industries stock for Q2 2018, up 27% quarter-over-quarter.
  • 11 funds opened new Powell Industries positions in Q2 2018 and 5 closed out, a net change of +6 holders.
  • The largest Powell Industries buyer in Q2 2018 was BlackRock, an estimated $1.99M added.
  • The largest Powell Industries seller in Q2 2018 was JP Morgan Chase, an estimated $3.14M sold.

Based on aggregated 13F filings for Q2 2018.