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Powell Industries
POWL

104 hedge funds and large institutions have $211M invested in Powell Industries in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $5K | Put options by funds: $1K

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

12% more funds holding

Funds holding: 93 → 104 (+11)

8% more capital invested

Capital invested by funds: $195M → $211M (+$16.3M)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
47
Reduced
25
Closed
5
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
-$312K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.58M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.37M
5
BCM
Bridgeway Capital Management
Texas
+$1.32M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$9.91M
2
RCM
Rutabaga Capital Management
Massachusetts
-$6.02M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.98M
4
Norges Bank
Norges Bank
Norway
-$3.34M
5
RFC
Russell Frank Company
Washington
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
HHC
51
Hutchin Hill Capital
New York
$465K +$413K +46,800 New
NFA
52
Nationwide Fund Advisors
Ohio
$455K -$329K -37,212 -45%
TA
53
Teachers Advisors
New York
$449K +$19.6K +2,223 +5%
O
54
OppenheimerFunds
New York
$297K -$80.7K -9,135 -23%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$295K – – –
BG
56
BlackRock Group
United Kingdom
$282K +$30.4K +3,438 +14%
NI
57
Numeric Investors
Massachusetts
$280K +$249K +28,200 New
Goldman Sachs
58
Goldman Sachs
New York
$278K -$65.9K -7,461 -21%
Comerica Bank
59
Comerica Bank
Texas
$271K -$530 -60 -0.2%
US Bancorp
60
US Bancorp
Minnesota
$271K +$5.43K +615 +2%
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$254K -$34.4K -3,900 -13%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$247K – – –
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$244K – – –
SCA
64
Secor Capital Advisors
New York
$235K +$209K +23,652 New
PP
65
Paloma Partners
Connecticut
$228K +$204K +23,097 New
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$220K +$4.61K +522 +2%
CAM
67
Capstone Asset Management
Texas
$210K +$187K +21,129 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$209K +$186K +21,015 New
TPSF
69
Texas Permanent School Fund
Texas
$209K +$186K +21,021 New
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$208K -$166K -18,789 -47%
AIG
71
American International Group
New York
$203K +$7.79K +882 +5%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202K -$7.05K -798 -4%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$198K – – –
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$194K -$2.65K -300 -2%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$130K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2016, worth a combined $211M — up 8.3% from $195M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 5 closed out — a net gain of 11 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $1.64M. The largest seller was Artisan Partners, cutting an estimated $9.91M.

  • 104 institutional investors held Powell Industries (POWL) as of Q1 2016, up from 93 in Q4 2015.
  • Funds reported $211M of Powell Industries stock for Q1 2016, up 8.3% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2016 and 5 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2016 was Arrowstreet Capital, an estimated $1.64M added.
  • The largest Powell Industries seller in Q1 2016 was Artisan Partners, an estimated $9.91M sold.

Based on aggregated 13F filings for Q1 2016.