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Powell Industries
POWL

116 hedge funds and large institutions have $291M invested in Powell Industries in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

38% more capital invested

Capital invested by funds: $211M → $291M (+$79.3M)

12% more funds holding

Funds holding: 104 → 116 (+12)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
35
Reduced
36
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$3K

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$7.9M
2
FHC
First Houston Capital
Texas
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.43M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.41M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.79M
2
Artisan Partners
Artisan Partners
Wisconsin
-$3.53M
3
RCM
Rutabaga Capital Management
Massachusetts
-$2.77M
4
Millennium Management
Millennium Management
New York
-$1.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$722K -$138K -12,330 -18%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$718K -$34.9K -3,105 -5%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$709K +$608K +54,090 New
ANTB
54
AMG National Trust Bank
Colorado
$692K -$19.6K -1,746 -3%
AQR Capital Management
55
AQR Capital Management
Connecticut
$671K +$575K +51,207 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$637K – – –
CEP
57
Chicago Equity Partners
Illinois
$624K +$535K +47,601 New
Goldman Sachs
58
Goldman Sachs
New York
$615K +$212K +18,879 +67%
DCM
59
Dupont Capital Management
Delaware
$603K +$517K +46,008 New
TA
60
Teachers Advisors
New York
$593K – – –
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$540K -$100K -8,946 -18%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$489K +$184K +16,347 +78%
BG
63
BlackRock Group
United Kingdom
$460K +$74.5K +6,633 +23%
Canada Life
64
Canada Life
Manitoba, Canada
$444K +$342K +30,483 +924%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$437K +$372K +33,156 +22,104%
CONA
66
Capital One National Association
New York
$412K +$353K +31,392 New
SO
67
STRS Ohio
Ohio
$401K +$344K +30,600 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$390K – – –
GC
69
Globeflex Capital
California
$379K +$325K +28,932 New
CS
70
Credit Suisse
Switzerland
$364K +$312K +27,807 New
US Bancorp
71
US Bancorp
Minnesota
$342K -$12.2K -1,086 -4%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$335K – – –
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$327K – – –
Comerica Bank
74
Comerica Bank
Texas
$326K -$3.2K -285 -1%
O
75
OppenheimerFunds
New York
$324K -$57.9K -5,157 -17%
1 2
3
4 5

POWL Hedge Fund Activity: Q2 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2016, worth a combined $291M — up 38% from $211M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new POWL positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Numeric Investors, adding an estimated $7.9M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $5.79M sold.

  • 116 institutional investors held Powell Industries (POWL) as of Q2 2016, up from 104 in Q1 2016.
  • Funds reported $291M of Powell Industries stock for Q2 2016, up 38% quarter-over-quarter.
  • 22 funds opened new Powell Industries positions in Q2 2016 and 9 closed out, a net change of +13 holders.
  • The largest Powell Industries buyer in Q2 2016 was Numeric Investors, an estimated $7.9M added.
  • The largest Powell Industries seller in Q2 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2016.