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Powell Industries
POWL

103 hedge funds and large institutions have $348M invested in Powell Industries in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 121 → 103 (-18)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

37% less capital invested

Capital invested by funds: $549M → $348M (-$202M)

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
103
Holders Change
-18
Holders Change %
-14.88%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$31M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$7.38M
4
KCM
Kennedy Capital Management
Missouri
+$6.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.02M

Top Sellers

1
PP
Peconic Partners
New York
-$10.9M
2
AAM
ACK Asset Management
Connecticut
-$8.6M
3
WRF
Waddell & Reed Financial
Kansas
-$8.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.42M
5
RA
Royce & Associates
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$540K – – –
AllianceBernstein
52
AllianceBernstein
Tennessee
$515K -$123K -6,600 -15%
NFA
53
Nationwide Fund Advisors
Ohio
$513K -$1.96K -105 -0.3%
US Bancorp
54
US Bancorp
Minnesota
$488K -$8.5K -456 -1%
ZCM
55
Zebra Capital Management
Connecticut
$478K +$22.7K +1,215 +4%
Swiss National Bank
56
Swiss National Bank
Switzerland
$474K – – –
Citadel Advisors
57
Citadel Advisors
Florida
$462K +$296K +15,870 +88%
MERSOM
58
Municipal Employees' Retirement System of Michigan
Michigan
$437K +$11.2K +600 +2%
HFS
59
HL Financial Services
Kentucky
$394K +$12K +645 +2%
Comerica Bank
60
Comerica Bank
Texas
$372K -$41.7K -2,235 -8%
JIC
61
Johnson Investment Counsel
Ohio
$355K – – –
TPSF
62
Texas Permanent School Fund
Texas
$343K -$53.9K -2,892 -10%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$334K – – –
CS
64
Credit Suisse
Switzerland
$326K +$47.2K +2,529 +12%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$294K -$61.5K -3,300 -13%
FP
66
Foundry Partners
Minnesota
$292K +$400K +21,450 New
AIG
67
American International Group
New York
$291K +$2.13K +114 +0.5%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$291K – – –
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$290K -$11.2K -600 -3%
BG
70
BlackRock Group
United Kingdom
$273K -$13.4K -720 -3%
ASRS
71
Arizona State Retirement System
Arizona
$261K – – –
OA
72
OFI Advisors
Pennsylvania
$252K +$66.2K +3,549 +24%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$221K – – –
BA
74
BlackRock Advisors
Delaware
$215K -$3.19K -171 -1%
ANTB
75
AMG National Trust Bank
Colorado
$203K -$44.8K -2,403 -14%
1 2
3
4 5

POWL Hedge Fund Activity: Q3 2014 in Review

103 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2014, worth a combined $348M — down 37% from $549M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of POWL and 9 opened new positions — a net loss of 18 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $31M. The largest seller was Peconic Partners, exiting entirely with an estimated $10.9M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q3 2014, down from 121 in Q2 2014.
  • Funds reported $348M of Powell Industries stock for Q3 2014, down 37% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2014 and 27 closed out, a net change of -18 holders.
  • The largest Powell Industries buyer in Q3 2014 was Artisan Partners, an estimated $31M added.
  • The largest Powell Industries seller in Q3 2014 was Peconic Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2014.