Powell Industries
POWL
99 hedge funds and large institutions have $282M invested in Powell Industries in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
10% less funds holding
Funds holding: 110 → 99 (-11)
32% less capital invested
Capital invested by funds: $415M → $282M (-$133M)
60% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.2M |
| 2 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$6.52M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.92M |
| 4 |
PP
Prospector Partners
Guilford,
Connecticut
|
+$1.98M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.29M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$4.7M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$3.17M |
| 5 |
SCM
Signia Capital Management
Spokane,
Washington
|
-$2.24M |
POWL Hedge Fund Activity: Q1 2015 in Review
99 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2015, worth a combined $282M — down 32% from $415M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of POWL and 6 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 40 added.
The largest buyer was Fidelity Investments, adding an estimated $11.2M. The largest seller was Franklin Resources, cutting an estimated $12.9M.
- 99 institutional investors held Powell Industries (POWL) as of Q1 2015, down from 110 in Q4 2014.
- Funds reported $282M of Powell Industries stock for Q1 2015, down 32% quarter-over-quarter.
- 6 funds opened new Powell Industries positions in Q1 2015 and 15 closed out, a net change of -9 holders.
- The largest Powell Industries buyer in Q1 2015 was Fidelity Investments, an estimated $11.2M added.
- The largest Powell Industries seller in Q1 2015 was Franklin Resources, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2015.