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Powell Industries
POWL

112 hedge funds and large institutions have $286M invested in Powell Industries in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

71% more call options, than puts

Call options by funds: $266K | Put options by funds: $156K

45% more capital invested

Capital invested by funds: $197M → $286M (+$88.6M)

14.97% more ownership

Funds ownership: 180.44% → 195.41% (+15%)

11% more funds holding

Funds holding: 101 → 112 (+11)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
32
Reduced
29
Closed
7
Calls
$266K
Puts
$156K
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.82M
2
N
Nuveen
North Carolina
+$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M
4
BlackRock
BlackRock
New York
+$1.16M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$915K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.65M
2
PI
Putnam Investments
Massachusetts
-$1.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.04M
4
BCM
Bridgeway Capital Management
Texas
-$989K
5
ERSOT
Employees Retirement System of Texas
Texas
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.06M -$30.8K -2,763 -3%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$1.03M +$20.4K +1,833 +2%
OAM
28
Oberweis Asset Management
Illinois
$1.01M +$889K +79,800 New
MCM
29
Matarin Capital Management
New York
$968K -$65.8K -5,913 -7%
ERSOT
30
Employees Retirement System of Texas
Texas
$950K -$935K -84,000 -53%
CAM
31
ClariVest Asset Management
California
$921K +$809K +72,609 New
Legal & General Group
32
Legal & General Group
United Kingdom
$799K – – –
Two Sigma Advisers
33
Two Sigma Advisers
New York
$795K -$96.9K -8,700 -12%
TA
34
Teton Advisors
New York
$783K – – –
BCM
35
Bridgeway Capital Management
Texas
$775K -$989K -88,800 -59%
MSL
36
Mackay Shields LLC
New York
$760K +$668K +60,000 New
Citadel Advisors
37
Citadel Advisors
Florida
$760K +$668K +60,015 New
CRC
38
Curi RMB Capital
Illinois
$730K +$641K +57,600 New
PPA
39
Parametric Portfolio Associates
Washington
$713K +$62K +5,571 +11%
Swiss National Bank
40
Swiss National Bank
Switzerland
$699K +$73.5K +6,600 +14%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$699K +$357K +32,100 +139%
MDCM
42
Morgan Dempsey Capital Management
Wisconsin
$692K -$33.3K -2,988 -5%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$662K -$163K -14,628 -22%
SO
44
STRS Ohio
Ohio
$623K -$137K -12,300 -20%
Wells Fargo
45
Wells Fargo
California
$623K +$2.51K +225 +0.5%
Comerica Bank
46
Comerica Bank
Texas
$608K -$20.2K -1,815 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$599K +$12.6K +1,134 +2%
AA
48
Ancora Advisors
Ohio
$571K -$684K -61,425 -58%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$521K – – –
ASRS
50
Arizona State Retirement System
Arizona
$518K +$3.37K +303 +0.7%
1
2
3 4 5

POWL Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2019, worth a combined $286M — up 45% from $197M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $2.82M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.65M.

  • 112 institutional investors held Powell Industries (POWL) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $286M of Powell Industries stock for Q2 2019, up 45% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q2 2019 and 7 closed out, a net change of +14 holders.
  • The largest Powell Industries buyer in Q2 2019 was Brandywine Global Investment Management, an estimated $2.82M added.
  • The largest Powell Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.