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Powell Industries

89 hedge funds and large institutions have $233M invested in Powell Industries in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $287M → $233M (-$54.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
43
Reduced
25
Closed
10
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$413K +$330K +33,342 +423%
Swiss National Bank
52
Swiss National Bank
Switzerland
$400K +$50.5K +5,100 +15%
TA
53
Teachers Advisors
New York
$384K -$51.2K -5,175 -12%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$370K +$365K +36,900 New
OA
55
OFI Advisors
Pennsylvania
$354K +$56.6K +5,718 +19%
SCA
56
Secor Capital Advisors
New York
$308K +$304K +30,693 New
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$300K -$134K -13,500 -31%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$298K -$55.3K -5,583 -16%
US Bancorp
59
US Bancorp
Minnesota
$295K -$29.5K -2,982 -9%
IP
60
Isthmus Partners
Wisconsin
$290K -$98.5K -9,951 -26%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$281K +$34.8K +3,516 +14%
Comerica Bank
62
Comerica Bank
Texas
$280K -$271K -27,345 -49%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$250K -$518K -52,341 -68%
BG
64
BlackRock Group
United Kingdom
$247K +$12.9K +1,302 +6%
TPSF
65
Texas Permanent School Fund
Texas
$225K -$8.35K -843 -4%
NFA
66
Nationwide Fund Advisors
Ohio
$210K
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$200K
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$199K
AIG
69
American International Group
New York
$195K +$861 +87 +0.4%
TAM
70
Third Avenue Management
New York
$187K -$450K -45,450 -71%
BA
71
BlackRock Advisors
Delaware
$170K -$9.12K -921 -5%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$131K
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$111K
Wells Fargo
74
Wells Fargo
California
$82K -$12.2K -1,233 -13%
UBS Group
75
UBS Group
Switzerland
$69K +$13.3K +1,347 +25%

POWL Hedge Fund Activity: Q3 2015 in Review

89 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2015, worth a combined $233M — down 19% from $287M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 43 added.

The largest buyer was Rutabaga Capital Management, adding an estimated $6.32M. The largest seller was Franklin Resources, exiting entirely with an estimated $13.4M sold.

  • 89 institutional investors held Powell Industries (POWL) as of Q3 2015, down from 94 in Q2 2015.
  • Funds reported $233M of Powell Industries stock for Q3 2015, down 19% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q3 2015 and 10 closed out, a net change of -4 holders.
  • The largest Powell Industries buyer in Q3 2015 was Rutabaga Capital Management, an estimated $6.32M added.
  • The largest Powell Industries seller in Q3 2015 was Franklin Resources, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2015.