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Powell Industries

93 hedge funds and large institutions have $195M invested in Powell Industries in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

988% more call options, than puts

Call options by funds: $348K | Put options by funds: $32K

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

4% more funds holding

Funds holding: 8993 (+4)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

16% less capital invested

Capital invested by funds: $233M → $195M (-$38.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
31
Reduced
32
Closed
7
Calls
$348K
Puts
$32K
Net Calls
+$316K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$373K +$48.9K +4,716 +12%
Two Sigma Investments
52
Two Sigma Investments
New York
$371K -$1.26M -121,083 -74%
TC
53
TFS Capital
Pennsylvania
$362K -$2.57M -247,752 -86%
Swiss National Bank
54
Swiss National Bank
Switzerland
$346K
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$345K +$412K +39,756 New
O
56
OppenheimerFunds
New York
$338K +$404K +38,997 New
Goldman Sachs
57
Goldman Sachs
New York
$308K -$561K -54,129 -60%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$258K
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$256K +$305K +29,400 New
US Bancorp
60
US Bancorp
Minnesota
$231K -$29.2K -2,817 -10%
Comerica Bank
61
Comerica Bank
Texas
$226K -$11K -1,065 -4%
BG
62
BlackRock Group
United Kingdom
$217K +$3.92K +378 +2%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$216K
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$213K -$36.4K -3,516 -13%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$187K +$224K +21,600 New
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$173K
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$172K
AIG
68
American International Group
New York
$170K +$1.18K +114 +0.6%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$114K +$1.12K +108 +0.8%
BA
70
BlackRock Advisors
Delaware
$105K -$50.5K -4,875 -29%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$96K
Wells Fargo
72
Wells Fargo
California
$71K -$466 -45 -0.6%
PCM
73
Prelude Capital Management
New York
$63K +$75K +7,233 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$42.6K -$6.34K -612 -11%
Legal & General Group
75
Legal & General Group
United Kingdom
$37K

POWL Hedge Fund Activity: Q4 2015 in Review

93 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2015, worth a combined $195M — down 16% from $233M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new POWL positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.5M.

  • 93 institutional investors held Powell Industries (POWL) as of Q4 2015, up from 89 in Q3 2015.
  • Funds reported $195M of Powell Industries stock for Q4 2015, down 16% quarter-over-quarter.
  • 12 funds opened new Powell Industries positions in Q4 2015 and 7 closed out, a net change of +5 holders.
  • The largest Powell Industries buyer in Q4 2015 was Renaissance Technologies, an estimated $1.6M added.
  • The largest Powell Industries seller in Q4 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $3.5M sold.

Based on aggregated 13F filings for Q4 2015.