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Powell Industries
POWL

121 hedge funds and large institutions have $549M invested in Powell Industries in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $346K | Put options by funds: $333K

3% more capital invested

Capital invested by funds: $532M → $549M (+$17.6M)

2% less funds holding

Funds holding: 124 → 121 (-3)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
44
Closed
15
Calls
$346K
Puts
$333K
Net Calls
+$13K
Net Calls Change
+$110K

Top Buyers

1
PP
Peconic Partners
New York
+$9.98M
2
AAM
ACK Asset Management
Connecticut
+$8.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.48M
4
Norges Bank
Norges Bank
Norway
+$4.97M
5
TAM
THB Asset Management
Connecticut
+$3.78M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
2
VDBMI
Van Den Berg Management I
Texas
-$3.84M
3
SB
Suntrust Banks
Georgia
-$2.53M
4
RFC
Russell Frank Company
Washington
-$2.41M
5
BFA
BlackRock Fund Advisors
California
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AR
51
Advisory Research
Illinois
$1.18M -$60K -2,850 -5%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.11M +$12.6K +600 +1%
1CM
53
1492 Capital Management
Wisconsin
$968K -$25K -1,185 -3%
AllianceBernstein
54
AllianceBernstein
Tennessee
$968K -$1.58K -75 -0.2%
Morgan Stanley
55
Morgan Stanley
New York
$965K -$504K -23,931 -35%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$928K -$33.5K -1,590 -4%
TA
57
Teachers Advisors
New York
$879K -$45.7K -2,172 -5%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$864K – – –
NFA
59
Nationwide Fund Advisors
Ohio
$823K +$7.14K +339 +0.9%
US Bancorp
60
US Bancorp
Minnesota
$791K +$3.98K +189 +0.5%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$779K -$253K -12,000 -25%
Swiss National Bank
62
Swiss National Bank
Switzerland
$758K – – –
BMCMI
63
Bryn Mawr Capital Management Inc
Pennsylvania
$751K +$332K +15,771 +84%
ZCM
64
Zebra Capital Management
Connecticut
$739K +$714K +33,897 New
MERSOM
65
Municipal Employees' Retirement System of Michigan
Michigan
$687K – – –
CAM
66
Cortina Asset Management
Wisconsin
$652K +$54.7K +2,595 +9%
Comerica Bank
67
Comerica Bank
Texas
$644K -$10.6K -501 -2%
HFS
68
HL Financial Services
Kentucky
$617K +$17.2K +816 +3%
TPSF
69
Texas Permanent School Fund
Texas
$611K +$1.77K +84 +0.3%
JIC
70
Johnson Investment Counsel
Ohio
$568K +$550K +26,100 New
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$543K – – –
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$534K – – –
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$477K – – –
CS
74
Credit Suisse
Switzerland
$467K -$37.8K -1,794 -8%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$465K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2014, worth a combined $549M — up 3.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Peconic Partners, adding an estimated $9.98M. The largest seller was Fidelity Investments, cutting an estimated $11.6M.

  • 121 institutional investors held Powell Industries (POWL) as of Q2 2014, down from 124 in Q1 2014.
  • Funds reported $549M of Powell Industries stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 12 funds opened new Powell Industries positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2014 was Peconic Partners, an estimated $9.98M added.
  • The largest Powell Industries seller in Q2 2014 was Fidelity Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2014.