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Powell Industries
POWL

121 hedge funds and large institutions have $235M invested in Powell Industries in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $185M → $235M (+$49.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 198.92% → 204.28% (+5.4%)

3% more funds holding

Funds holding: 118 → 121 (+3)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.06M
2
Morgan Stanley
Morgan Stanley
New York
+$2.8M
3
VDBMI
Van Den Berg Management I
Texas
+$1.85M
4
BlackRock
BlackRock
New York
+$1.54M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.35M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$2.1M
2
MSL
Mackay Shields LLC
New York
-$1.11M
3
N
Nuveen
North Carolina
-$667K
4
MAM
Martingale Asset Management
Massachusetts
-$638K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$2.03M +$152K +17,106 +9%
N
27
Nuveen
North Carolina
$2M -$667K -74,892 -27%
Ameriprise
28
Ameriprise
Minnesota
$1.91M +$244K +27,399 +16%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$1.82M -$64.5K -7,245 -4%
Charles Schwab
30
Charles Schwab
California
$1.73M +$23.2K +2,607 +2%
PAM
31
Panagora Asset Management
Massachusetts
$1.45M -$518K -58,137 -28%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.38M +$109K +12,300 +10%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$1.37M +$82.7K +9,291 +7%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.35M +$1.08M +121,332 +3,634%
BCM
35
Bridgeway Capital Management
Texas
$1.33M – – –
MSL
36
Mackay Shields LLC
New York
$1.29M -$1.11M -124,800 -49%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$1.28M +$714K +80,265 +161%
Millennium Management
38
Millennium Management
New York
$1.22M -$491K -55,191 -31%
PCM
39
Penn Capital Management
Pennsylvania
$1.15M +$1.04M +116,898 New
Marshall Wace
40
Marshall Wace
United Kingdom
$1.03M -$374K -41,982 -29%
CIC
41
Cornercap Investment Counsel
Georgia
$911K -$370K -41,571 -43%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$899K +$75.8K +8,511 +10%
BFA
43
Bragg Financial Advisors
North Carolina
$873K +$6.54K +735 +0.8%
MCM
44
Matarin Capital Management
New York
$746K -$97.3K -10,929 -13%
Citadel Advisors
45
Citadel Advisors
Florida
$734K -$397K -44,592 -37%
Legal & General Group
46
Legal & General Group
United Kingdom
$726K -$19.5K -2,187 -3%
PPA
47
Parametric Portfolio Associates
Washington
$656K -$142K -16,002 -19%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$647K -$123K -13,788 -17%
SO
49
STRS Ohio
Ohio
$628K – – –
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$626K -$61.7K -6,936 -10%
1
2
3 4 5

POWL Hedge Fund Activity: Q4 2020 in Review

121 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2020, worth a combined $235M — up 27% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 12 closed out — a net gain of 3 holders — while 38 added to existing stakes and 50 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Heartland Advisors, exiting entirely with an estimated $2.1M sold.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $235M of Powell Industries stock for Q4 2020, up 27% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2020 and 12 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $3.06M added.
  • The largest Powell Industries seller in Q4 2020 was Heartland Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.