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Powell Industries
POWL

101 hedge funds and large institutions have $197M invested in Powell Industries in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

7% more capital invested

Capital invested by funds: $184M → $197M (+$13.1M)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

11.48% less ownership

Funds ownership: 191.93% → 180.44% (-11%)

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
37
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$556K
2
Goldman Sachs
Goldman Sachs
New York
+$538K
3
Renaissance Technologies
Renaissance Technologies
New York
+$490K
4
Millennium Management
Millennium Management
New York
+$456K
5
PP
Prospector Partners
Connecticut
+$389K

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1M
2
ANTB
AMG National Trust Bank
Colorado
-$618K
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$526K
4
JP Morgan Chase
JP Morgan Chase
New York
-$282K
5
SI
Shaker Investments
Ohio
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.07M +$122K +12,411 +11%
PI
27
Putnam Investments
Massachusetts
$1.07M +$136K +13,800 +13%
Goldman Sachs
28
Goldman Sachs
New York
$1.04M +$538K +54,729 +88%
AA
29
Ancora Advisors
Ohio
$943K -$5.25K -534 -0.5%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$768K -$82.6K -8,400 -9%
MCM
31
Matarin Capital Management
New York
$729K +$309K +31,467 +62%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$706K +$9.97K +1,014 +1%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$632K -$100K -10,200 -12%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$592K -$169K -17,139 -20%
Legal & General Group
35
Legal & General Group
United Kingdom
$558K +$77.2K +7,848 +14%
TA
36
Teton Advisors
New York
$547K – – –
SO
37
STRS Ohio
Ohio
$544K – – –
TCIM
38
TIAA CREF Investment Management
New York
$532K -$205K -20,850 -26%
Comerica Bank
39
Comerica Bank
Texas
$515K -$18.5K -1,884 -3%
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$510K -$31.7K -3,225 -5%
TA
41
Teachers Advisors
New York
$474K – – –
PPA
42
Parametric Portfolio Associates
Washington
$449K +$90.3K +9,186 +22%
Wells Fargo
43
Wells Fargo
California
$433K +$58.9K +5,991 +14%
Swiss National Bank
44
Swiss National Bank
Switzerland
$430K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$416K +$37.2K +3,783 +9%
Prudential Financial
46
Prudential Financial
New Jersey
$408K +$24.4K +2,478 +6%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$364K – – –
ASRS
48
Arizona State Retirement System
Arizona
$359K +$2.8K +285 +0.7%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$336K -$32.3K -3,288 -8%
Canada Life
50
Canada Life
Manitoba, Canada
$309K +$1.86K +189 +0.5%
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POWL Hedge Fund Activity: Q1 2019 in Review

101 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2019, worth a combined $197M — up 7.1% from $184M a quarter earlier.

Fund positioning in POWL was balanced in Q1 2019: 7 funds opened new positions, 7 closed out, 37 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $556K. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $1M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $197M of Powell Industries stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 7 funds opened new Powell Industries positions in Q1 2019 and 7 closed out, a net change of 0 holders.
  • The largest Powell Industries buyer in Q1 2019 was Vanguard Group, an estimated $556K added.
  • The largest Powell Industries seller in Q1 2019 was Assenagon Asset Management, an estimated $1M sold.

Based on aggregated 13F filings for Q1 2019.