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Powell Industries

123 hedge funds and large institutions have $216M invested in Powell Industries in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $201M → $216M (+$15.4M)

1.56% more ownership

Funds ownership: 202.43%204% (+1.6%)

2% less funds holding

Funds holding: 125123 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WG
26
Winton Group
United Kingdom
$1.81M +$1.48M +174,198 +724%
Principal Financial Group
27
Principal Financial Group
Iowa
$1.81M -$22.8K -2,682 -1%
Ameriprise
28
Ameriprise
Minnesota
$1.8M +$128K +15,087 +8%
MAM
29
Martingale Asset Management
Massachusetts
$1.76M +$45.9K +5,394 +3%
Charles Schwab
30
Charles Schwab
California
$1.58M +$98.4K +11,580 +7%
Invesco
31
Invesco
Georgia
$1.5M +$498K +58,530 +55%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$1.39M +$811K +95,445 +168%
Victory Capital Management
33
Victory Capital Management
Texas
$1.27M +$659K +77,463 +125%
BCM
34
Bridgeway Capital Management
Texas
$1.23M +$510K +60,000 +80%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$1.21M +$36.5K +4,290 +3%
AL
36
AJO LP
Pennsylvania
$1.18M +$216K +25,428 +25%
ECM
37
ExodusPoint Capital Management
New York
$1.12M +$1.05M +122,937 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1M -$100K -11,760 -10%
Axa
39
Axa
France
$989K +$921K +108,300 New
CIC
40
Cornercap Investment Counsel
Georgia
$877K +$93.5K +11,001 +13%
Millennium Management
41
Millennium Management
New York
$865K -$2.17M -254,745 -73%
Bessemer Group
42
Bessemer Group
New Jersey
$833K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$804K -$76.9K -9,045 -9%
Wells Fargo
44
Wells Fargo
California
$758K +$273K +32,109 +63%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$710K +$159K +18,759 +32%
AIMCA
46
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$698K +$102K +12,000 +19%
PPA
47
Parametric Portfolio Associates
Washington
$691K +$147K +17,349 +30%
Legal & General Group
48
Legal & General Group
United Kingdom
$686K +$44.2K +5,202 +7%
BFA
49
Bragg Financial Advisors
North Carolina
$656K +$224K +26,301 +58%
Morgan Stanley
50
Morgan Stanley
New York
$640K +$45.7K +5,373 +8%

POWL Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2020, worth a combined $216M — up 7.7% from $201M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of POWL and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $6.45M sold.

  • 123 institutional investors held Powell Industries (POWL) as of Q2 2020, down from 125 in Q1 2020.
  • Funds reported $216M of Powell Industries stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 14 funds opened new Powell Industries positions in Q2 2020 and 16 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2020 was Assenagon Asset Management, an estimated $2.34M added.
  • The largest Powell Industries seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $6.45M sold.

Based on aggregated 13F filings for Q2 2020.