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Powell Industries
POWL

124 hedge funds and large institutions have $532M invested in Powell Industries in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

1% more funds holding

Funds holding: 123 → 124 (+1)

4% less capital invested

Capital invested by funds: $552M → $532M (-$19.8M)

29% less call options, than puts

Call options by funds: $233K | Put options by funds: $330K

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
42
Closed
14
Calls
$233K
Puts
$330K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.69M
3
RFC
Russell Frank Company
Washington
+$2.9M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$2.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.29M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
KCM
Kennedy Capital Management
Missouri
-$3.74M
3
VDBMI
Van Den Berg Management I
Texas
-$3.73M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.26M
5
HA
Heartland Advisors
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$1.03M -$45.3K -2,100 -4%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$987K +$786K +36,444 +394%
1CM
53
1492 Capital Management
Wisconsin
$985K +$96.1K +4,458 +11%
AllianceBernstein
54
AllianceBernstein
Tennessee
$961K – – –
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$954K -$30.4K -1,410 -3%
TA
56
Teachers Advisors
New York
$918K – – –
MAM
57
Martingale Asset Management
Massachusetts
$882K +$330K +15,306 +60%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$856K – – –
NFA
59
Nationwide Fund Advisors
Ohio
$808K +$259 +12 +0%
US Bancorp
60
US Bancorp
Minnesota
$779K +$60.5K +2,805 +8%
Swiss National Bank
61
Swiss National Bank
Switzerland
$752K +$162K +7,500 +27%
Citadel Advisors
62
Citadel Advisors
Florida
$750K +$748K +34,713 New
B
63
Baird
Wisconsin
$707K +$12K +558 +2%
MERSOM
64
Municipal Employees' Retirement System of Michigan
Michigan
$680K +$679K +31,500 New
Millennium Management
65
Millennium Management
New York
$662K +$338K +15,660 +104%
Comerica Bank
66
Comerica Bank
Texas
$649K -$22.5K -1,044 -3%
ProShare Advisors
67
ProShare Advisors
Maryland
$617K +$616K +28,563 New
TPSF
68
Texas Permanent School Fund
Texas
$604K -$24.1K -1,116 -4%
PP
69
Peconic Partners
New York
$598K +$596K +27,663 New
HFS
70
HL Financial Services
Kentucky
$594K +$29.2K +1,356 +5%
CAM
71
Cortina Asset Management
Wisconsin
$590K +$184K +8,541 +45%
BG
72
BlackRock Group
United Kingdom
$545K -$81.1K -3,762 -13%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$538K -$84.1K -3,900 -14%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$534K -$181K -8,391 -25%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$529K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2014, worth a combined $532M — down 3.6% from $552M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.

  • 124 institutional investors held Powell Industries (POWL) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $532M of Powell Industries stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest Powell Industries buyer in Q1 2014 was Schroder Investment Management Group, an estimated $16.4M added.
  • The largest Powell Industries seller in Q1 2014 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2014.