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Powell Industries
POWL

107 hedge funds and large institutions have $271M invested in Powell Industries in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

4% more capital invested

Capital invested by funds: $262M → $271M (+$9.61M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 196.66% → 195.89% (-0.77%)

5% less funds holding

Funds holding: 113 → 107 (-6)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $181K

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
13
Calls
–
Puts
$181K
Net Calls
-$181K
Net Calls Change
+$745K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.53M
2
CM
Crestline Management
Texas
+$1.71M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.55M
4
BlackRock
BlackRock
New York
+$989K
5
OAM
Oberweis Asset Management
Illinois
+$763K

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.8M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$969K
3
KCM
Kennedy Capital Management
Missouri
-$855K
4
Two Sigma Investments
Two Sigma Investments
New York
-$589K
5
Deutsche Bank
Deutsche Bank
Germany
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.81M – – –
Charles Schwab
27
Charles Schwab
California
$1.75M +$111K +8,919 +7%
Franklin Resources
28
Franklin Resources
California
$1.63M – – –
PI
29
Putnam Investments
Massachusetts
$1.3M +$401K +32,310 +43%
Deutsche Bank
30
Deutsche Bank
Germany
$1.24M -$515K -41,472 -29%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.14M -$23.2K -1,869 -2%
AA
32
Ancora Advisors
Ohio
$1.08M -$226K -18,180 -17%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.07M -$243K -19,575 -18%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.05M -$223K -17,958 -17%
ANTB
35
AMG National Trust Bank
Colorado
$957K +$14.1K +1,137 +1%
Goldman Sachs
36
Goldman Sachs
New York
$931K -$44.5K -3,585 -4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$793K +$1.45K +117 +0.2%
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$763K -$5.1K -411 -0.6%
SO
39
STRS Ohio
Ohio
$743K -$33.5K -2,700 -4%
OAM
40
Oberweis Asset Management
Illinois
$743K +$763K +61,500 New
TA
41
Teton Advisors
New York
$729K – – –
Millennium Management
42
Millennium Management
New York
$678K +$697K +56,118 New
PPA
43
Parametric Portfolio Associates
Washington
$665K -$41.1K -3,309 -6%
TCIM
44
TIAA CREF Investment Management
New York
$664K -$105K -8,445 -13%
Legal & General Group
45
Legal & General Group
United Kingdom
$659K +$37.4K +3,012 +6%
TA
46
Teachers Advisors
New York
$647K -$7.6K -612 -1%
MCM
47
Matarin Capital Management
New York
$611K -$143K -11,520 -19%
Swiss National Bank
48
Swiss National Bank
Switzerland
$587K – – –
PAM
49
Panagora Asset Management
Massachusetts
$571K -$228K -18,354 -28%
Comerica Bank
50
Comerica Bank
Texas
$537K +$329K +26,466 +96%
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POWL Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2018, worth a combined $271M — up 3.7% from $262M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of POWL and 9 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.53M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $6.8M sold.

  • 107 institutional investors held Powell Industries (POWL) as of Q3 2018, down from 113 in Q2 2018.
  • Funds reported $271M of Powell Industries stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2018 and 13 closed out, a net change of -4 holders.
  • The largest Powell Industries buyer in Q3 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $2.53M added.
  • The largest Powell Industries seller in Q3 2018 was T. Rowe Price Associates, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2018.