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Powell Industries

105 hedge funds and large institutions have $233M invested in Powell Industries in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

1.2% less ownership

Funds ownership: 192.54%191.34% (-1.2%)

2% less funds holding

Funds holding: 107105 (-2)

8% less capital invested

Capital invested by funds: $252M → $233M (-$19M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$518K
Legal & General Group
52
Legal & General Group
United Kingdom
$508K +$42.7K +3,840 +9%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$500K -$63.4K -5,700 -11%
Prudential Financial
54
Prudential Financial
New Jersey
$465K -$8.67K -780 -2%
Canada Life
55
Canada Life
Manitoba, Canada
$409K
PI
56
Putnam Investments
Massachusetts
$407K +$424K +38,151 New
Two Sigma Investments
57
Two Sigma Investments
New York
$404K +$79.8K +7,179 +23%
MCM
58
Matarin Capital Management
New York
$378K -$155K -13,914 -28%
Millennium Management
59
Millennium Management
New York
$377K -$226K -20,322 -36%
Citadel Advisors
60
Citadel Advisors
Florida
$357K -$78.8K -7,089 -17%
O
61
OppenheimerFunds
New York
$349K -$34.8K -3,126 -9%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$349K -$33 -3 -0%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$318K -$39.7K -3,570 -11%
Comerica Bank
64
Comerica Bank
Texas
$288K -$16.8K -1,515 -5%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$278K
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K +$32.8K +2,949 +13%
Bessemer Group
67
Bessemer Group
New Jersey
$262K +$20K +1,800 +8%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$254K
ZIM
69
Zacks Investment Management
Illinois
$248K -$65.8K -5,919 -20%
US Bancorp
70
US Bancorp
Minnesota
$245K -$13.1K -1,182 -5%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$234K
TC
72
TFS Capital
Pennsylvania
$226K -$207K -18,624 -47%
First Trust Advisors
73
First Trust Advisors
Illinois
$219K -$7.04K -633 -3%
CS
74
Credit Suisse
Switzerland
$217K -$90.6K -8,154 -29%
Wells Fargo
75
Wells Fargo
California
$216K +$5K +450 +2%

POWL Hedge Fund Activity: Q2 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2017, worth a combined $233M — down 7.5% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of POWL and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 40 added.

The largest buyer was Heartland Advisors, adding an estimated $4.82M. The largest seller was Numeric Investors, cutting an estimated $3.59M.

  • 105 institutional investors held Powell Industries (POWL) as of Q2 2017, down from 107 in Q1 2017.
  • Funds reported $233M of Powell Industries stock for Q2 2017, down 7.5% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q2 2017 and 8 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2017 was Heartland Advisors, an estimated $4.82M added.
  • The largest Powell Industries seller in Q2 2017 was Numeric Investors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2017.