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Powell Industries

94 hedge funds and large institutions have $287M invested in Powell Industries in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $282M → $287M (+$5.19M)

5% less funds holding

Funds holding: 9994 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
38
Reduced
33
Closed
10
Calls
$422K
Puts
Net Calls
+$422K
Net Calls Change
+$422K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$509K -$19.7K -1,653 -4%
ANTB
52
AMG National Trust Bank
Colorado
$500K +$112K +9,336 +28%
IP
53
Isthmus Partners
Wisconsin
$455K +$33K +2,766 +8%
Morgan Stanley
54
Morgan Stanley
New York
$451K +$65.3K +5,466 +17%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$414K
Swiss National Bank
56
Swiss National Bank
Switzerland
$408K
US Bancorp
57
US Bancorp
Minnesota
$379K +$1.18K +99 +0.3%
OA
58
OFI Advisors
Pennsylvania
$346K -$38.4K -3,216 -10%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$287K
Goldman Sachs
60
Goldman Sachs
New York
$274K +$46.1K +3,858 +20%
BG
61
BlackRock Group
United Kingdom
$274K +$47.4K +3,969 +20%
TPSF
62
Texas Permanent School Fund
Texas
$272K -$22.3K -1,869 -7%
AllianceBernstein
63
AllianceBernstein
Tennessee
$271K -$82.4K -6,900 -23%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$271K +$57.3K +4,800 +26%
AG
65
Aperio Group
California
$259K +$264K +22,128 New
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$253K
NFA
67
Nationwide Fund Advisors
Ohio
$245K -$31.1K -2,607 -11%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$234K -$16.8K -1,410 -7%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$233K
AIG
70
American International Group
New York
$227K -$18.8K -1,578 -8%
BA
71
BlackRock Advisors
Delaware
$209K +$9.42K +789 +5%
D.E. Shaw & Co
72
D.E. Shaw & Co
New York
$203K +$206K +17,283 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$152K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$134K -$6.99K -585 -5%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$130K

POWL Hedge Fund Activity: Q2 2015 in Review

94 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2015, worth a combined $287M — up 1.8% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Russell Frank Company, adding an estimated $2.13M. The largest seller was THB Asset Management, cutting an estimated $4.09M.

  • 94 institutional investors held Powell Industries (POWL) as of Q2 2015, down from 99 in Q1 2015.
  • Funds reported $287M of Powell Industries stock for Q2 2015, up 1.8% quarter-over-quarter.
  • 5 funds opened new Powell Industries positions in Q2 2015 and 10 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q2 2015 was Russell Frank Company, an estimated $2.13M added.
  • The largest Powell Industries seller in Q2 2015 was THB Asset Management, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2015.