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Powell Industries
POWL

119 hedge funds and large institutions have $292M invested in Powell Industries in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 116 → 119 (+3)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0% more capital invested

Capital invested by funds: $291M → $292M (+$1.11M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
45
Reduced
41
Closed
9
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

1
UONDDL
University of Notre Dame du Lac
Indiana
+$2.17M
2
Millennium Management
Millennium Management
New York
+$1.84M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.47M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$1.38M
5
BFA
BlackRock Fund Advisors
California
+$1.13M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$5.88M
2
FHC
First Houston Capital
Texas
-$4.64M
3
NI
Numeric Investors
Massachusetts
-$1.42M
4
VDBMI
Van Den Berg Management I
Texas
-$1.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
51
TFS Capital
Pennsylvania
$747K -$148K -11,625 -17%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$739K +$7.65K +600 +1%
MC
53
Menta Capital
California
$708K -$49.7K -3,897 -7%
GCP
54
GSA Capital Partners
United Kingdom
$686K +$655K +51,375 New
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$668K +$162K +12,714 +34%
Citadel Advisors
56
Citadel Advisors
Florida
$661K -$1.01M -79,200 -62%
Swiss National Bank
57
Swiss National Bank
Switzerland
$649K – – –
SO
58
STRS Ohio
Ohio
$640K +$222K +17,400 +57%
Bank of America
59
Bank of America
North Carolina
$625K -$613K -48,102 -51%
Prudential Financial
60
Prudential Financial
New Jersey
$612K -$625K -48,990 -52%
TA
61
Teachers Advisors
New York
$574K -$28.4K -2,223 -5%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$572K +$21.8K +1,710 +4%
ANTB
63
AMG National Trust Bank
Colorado
$569K -$130K -10,173 -19%
Bessemer Group
64
Bessemer Group
New Jersey
$521K +$497K +39,000 New
BG
65
BlackRock Group
United Kingdom
$479K +$9.53K +747 +2%
Canada Life
66
Canada Life
Manitoba, Canada
$450K – – –
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$437K +$99.5K +7,800 +31%
CONA
68
Capital One National Association
New York
$436K +$15.8K +1,242 +4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$388K -$53.9K -4,230 -13%
GC
70
Globeflex Capital
California
$386K – – –
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$384K +$134K +10,488 +57%
CS
72
Credit Suisse
Switzerland
$378K +$6.96K +546 +2%
Comerica Bank
73
Comerica Bank
Texas
$350K -$3.79K -297 -1%
US Bancorp
74
US Bancorp
Minnesota
$343K -$5.05K -396 -2%
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$341K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q3 2016 in Review

119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2016, worth a combined $292M — up 0.38% from $291M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 9 closed out — a net gain of 4 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was University of Notre Dame du Lac, opening a new position worth an estimated $2.17M. The largest seller was Rutabaga Capital Management, cutting an estimated $5.88M.

  • 119 institutional investors held Powell Industries (POWL) as of Q3 2016, up from 116 in Q2 2016.
  • Funds reported $292M of Powell Industries stock for Q3 2016, up 0.38% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q3 2016 and 9 closed out, a net change of +4 holders.
  • The largest Powell Industries buyer in Q3 2016 was University of Notre Dame du Lac, an estimated $2.17M added.
  • The largest Powell Industries seller in Q3 2016 was Rutabaga Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2016.