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Powell Industries
POWL

118 hedge funds and large institutions have $185M invested in Powell Industries in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123 → 118 (-5)

5.08% less ownership

Funds ownership: 204% → 198.92% (-5.1%)

15% less capital invested

Capital invested by funds: $216M → $185M (-$31.6M)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
Dean Investment Associates
Ohio
+$2.35M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.88M
3
DCM
Dean Capital Management
Kansas
+$1.14M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$971K
5
MCM
Matarin Capital Management
New York
+$770K

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.03M
2
WG
Winton Group
United Kingdom
-$1.81M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
AL
AJO LP
Pennsylvania
-$1.04M
5
Bessemer Group
Bessemer Group
New Jersey
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$1.52M -$74.2K -8,364 -4%
Charles Schwab
27
Charles Schwab
California
$1.39M +$2.21K +249 +0.1%
Ameriprise
28
Ameriprise
Minnesota
$1.34M -$271K -30,558 -15%
Marshall Wace
29
Marshall Wace
United Kingdom
$1.18M -$531K -59,916 -29%
BCM
30
Bridgeway Capital Management
Texas
$1.09M – – –
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.04M -$25.5K -2,874 -2%
DCM
32
Dean Capital Management
Kansas
$1.03M +$1.14M +128,466 New
First Trust Advisors
33
First Trust Advisors
Illinois
$1.03M +$514K +57,957 +83%
Citadel Advisors
34
Citadel Advisors
Florida
$959K -$728K -82,074 -41%
Federated Hermes
35
Federated Hermes
Pennsylvania
$885K +$971K +109,437 +19,404%
MAM
36
Martingale Asset Management
Massachusetts
$873K -$748K -84,282 -44%
Axa
37
Axa
France
$813K -$63.9K -7,200 -7%
CIC
38
Cornercap Investment Counsel
Georgia
$783K +$11.5K +1,302 +1%
BFA
39
Bragg Financial Advisors
North Carolina
$708K +$144K +16,182 +23%
MCM
40
Matarin Capital Management
New York
$698K +$770K +86,817 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$667K -$45.8K -5,166 -6%
PPA
42
Parametric Portfolio Associates
Washington
$665K +$62.3K +7,023 +9%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$640K -$267K -30,129 -27%
Legal & General Group
44
Legal & General Group
United Kingdom
$611K +$7.42K +837 +1%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$568K -$63.5K -7,158 -9%
Wells Fargo
46
Wells Fargo
California
$558K -$121K -13,695 -16%
Squarepoint
47
Squarepoint
New York
$530K +$341K +38,475 +140%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$519K +$28.9K +3,264 +5%
Morgan Stanley
49
Morgan Stanley
New York
$515K -$53.7K -6,051 -9%
SO
50
STRS Ohio
Ohio
$513K +$55.9K +6,300 +11%
1
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POWL Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $185M — down 15% from $216M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of POWL and 9 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 36 added.

The largest buyer was Dean Investment Associates, opening a new position worth an estimated $2.35M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.03M sold.

  • 118 institutional investors held Powell Industries (POWL) as of Q3 2020, down from 123 in Q2 2020.
  • Funds reported $185M of Powell Industries stock for Q3 2020, down 15% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2020 and 14 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q3 2020 was Dean Investment Associates, an estimated $2.35M added.
  • The largest Powell Industries seller in Q3 2020 was Hillsdale Investment Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2020.