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Powell Industries
POWL

123 hedge funds and large institutions have $552M invested in Powell Industries in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $501M → $552M (+$50.8M)

9% more funds holding

Funds holding: 113 → 123 (+10)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
45
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$9.19M
2
WRF
Waddell & Reed Financial
Kansas
+$3.76M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.74M
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$13.1M
2
HA
Heartland Advisors
Wisconsin
-$1.62M
3
Morgan Stanley
Morgan Stanley
New York
-$1.49M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.47M
5
Franklin Resources
Franklin Resources
California
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$1.11M -$45.3K -2,100 -4%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.02M -$51.8K -2,400 -5%
AllianceBernstein
53
AllianceBernstein
Tennessee
$993K -$5.83K -270 -0.6%
TA
54
Teachers Advisors
New York
$949K +$109K +5,070 +14%
Bank of America
55
Bank of America
North Carolina
$931K +$475K +22,008 +112%
CS
56
Credit Suisse
Switzerland
$925K +$238K +11,022 +36%
1CM
57
1492 Capital Management
Wisconsin
$919K +$888K +41,166 New
VOYA Investment Management
58
VOYA Investment Management
Georgia
$885K – – –
NFA
59
Nationwide Fund Advisors
Ohio
$835K +$3.24K +150 +0.4%
NTCOC
60
Northern Trust Company of Connecticut
Connecticut
$774K +$113K +5,217 +18%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$763K -$358K -16,611 -33%
US Bancorp
62
US Bancorp
Minnesota
$743K -$12.2K -567 -2%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$740K +$136K +6,303 +24%
B
64
Baird
Wisconsin
$718K -$11.7K -543 -2%
Comerica Bank
65
Comerica Bank
Texas
$694K -$34.3K -1,590 -5%
SCA
66
Secor Capital Advisors
New York
$689K +$666K +30,858 New
TPSF
67
Texas Permanent School Fund
Texas
$650K -$3.37K -156 -0.5%
BG
68
BlackRock Group
United Kingdom
$648K +$104K +4,842 +20%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$643K – – –
Swiss National Bank
70
Swiss National Bank
Switzerland
$610K – – –
OAM
71
Oxford Asset Management
United Kingdom
$596K -$26.3K -1,218 -4%
HFS
72
HL Financial Services
Kentucky
$583K +$564K +26,124 New
MAM
73
Martingale Asset Management
Massachusetts
$571K +$551K +25,527 New
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$547K – – –
Citigroup
75
Citigroup
New York
$511K +$149K +6,924 +43%
1 2
3
4 5

POWL Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2013, worth a combined $552M — up 10% from $501M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new POWL positions and 8 closed out — a net gain of 10 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $9.19M. The largest seller was Royce & Associates, cutting an estimated $13.1M.

  • 123 institutional investors held Powell Industries (POWL) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $552M of Powell Industries stock for Q4 2013, up 10% quarter-over-quarter.
  • 18 funds opened new Powell Industries positions in Q4 2013 and 8 closed out, a net change of +10 holders.
  • The largest Powell Industries buyer in Q4 2013 was Deutsche Bank, an estimated $9.19M added.
  • The largest Powell Industries seller in Q4 2013 was Royce & Associates, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2013.