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Powell Industries
POWL

110 hedge funds and large institutions have $415M invested in Powell Industries in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $348M → $415M (+$67.5M)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more funds holding

Funds holding: 103 → 110 (+7)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rutabaga Capital Management
Massachusetts
+$19.1M
2
Norges Bank
Norges Bank
Norway
+$6.7M
3
TAM
THB Asset Management
Connecticut
+$3.5M
4
BFA
BlackRock Fund Advisors
California
+$2.52M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.74M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.83M
3
KCM
Kennedy Capital Management
Missouri
-$5.62M
4
HA
Heartland Advisors
Wisconsin
-$3.16M
5
SC
Skylands Capital
Wisconsin
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$601K -$42.9K -2,889 -7%
ZCM
52
Zebra Capital Management
Connecticut
$579K +$4.59K +309 +0.9%
Swiss National Bank
53
Swiss National Bank
Switzerland
$569K – – –
IP
54
Isthmus Partners
Wisconsin
$557K +$506K +34,074 New
HFS
55
HL Financial Services
Kentucky
$546K +$65.5K +4,416 +15%
AllianceBernstein
56
AllianceBernstein
Tennessee
$535K -$75.7K -5,100 -13%
TAM
57
Third Avenue Management
New York
$523K +$474K +31,950 New
Two Sigma Advisers
58
Two Sigma Advisers
New York
$467K +$423K +28,524 New
Millennium Management
59
Millennium Management
New York
$452K +$410K +27,636 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$441K +$400K +26,937 New
JIC
61
Johnson Investment Counsel
Ohio
$427K +$980 +66 +0.3%
TPSF
62
Texas Permanent School Fund
Texas
$409K -$2.23K -150 -0.6%
NFA
63
Nationwide Fund Advisors
Ohio
$402K -$194K -13,086 -35%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$401K – – –
CS
65
Credit Suisse
Switzerland
$401K +$8.33K +561 +2%
Goldman Sachs
66
Goldman Sachs
New York
$393K -$247K -16,635 -41%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$353K – – –
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$349K – – –
AIG
69
American International Group
New York
$340K -$9.17K -618 -3%
OA
70
OFI Advisors
Pennsylvania
$339K +$32.2K +2,172 +12%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$325K -$20.7K -1,395 -7%
Bank of America
72
Bank of America
North Carolina
$320K +$205K +13,785 +238%
ASRS
73
Arizona State Retirement System
Arizona
$318K +$4.45K +300 +2%
BG
74
BlackRock Group
United Kingdom
$309K -$18.4K -1,239 -6%
PAM
75
Princeton Alpha Management
New Jersey
$301K +$273K +18,372 New
1 2
3
4 5

POWL Hedge Fund Activity: Q4 2014 in Review

110 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2014, worth a combined $415M — up 19% from $348M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POWL positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $19.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.4M.

  • 110 institutional investors held Powell Industries (POWL) as of Q4 2014, up from 103 in Q3 2014.
  • Funds reported $415M of Powell Industries stock for Q4 2014, up 19% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q4 2014 and 11 closed out, a net change of +8 holders.
  • The largest Powell Industries buyer in Q4 2014 was Rutabaga Capital Management, an estimated $19.1M added.
  • The largest Powell Industries seller in Q4 2014 was Bank of New York Mellon, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2014.