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Powell Industries
POWL

113 hedge funds and large institutions have $262M invested in Powell Industries in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $206M → $262M (+$56.1M)

5% more funds holding

Funds holding: 108 → 113 (+5)

4.18% less ownership

Funds ownership: 200.84% → 196.66% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
35
Reduced
44
Closed
5
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
+$105K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.99M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.41M
3
Invesco
Invesco
Georgia
+$1.34M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$741K
5
Franklin Resources
Franklin Resources
California
+$591K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$2.2M
3
KCM
Kennedy Capital Management
Missouri
-$1.99M
4
GC
Guggenheim Capital
Illinois
-$1.19M
5
MCM
Matarin Capital Management
New York
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$589K -$353K -32,043 -39%
Swiss National Bank
52
Swiss National Bank
Switzerland
$564K – – –
Prudential Financial
53
Prudential Financial
New Jersey
$520K -$26.5K -2,403 -5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$474K – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$467K -$39.6K -3,600 -8%
ASRS
56
Arizona State Retirement System
Arizona
$442K -$33.3K -3,024 -7%
Wells Fargo
57
Wells Fargo
California
$426K -$34.7K -3,150 -8%
US Bancorp
58
US Bancorp
Minnesota
$412K -$66.2K -6,018 -14%
Canada Life
59
Canada Life
Manitoba, Canada
$405K -$396 -36 -0.1%
GIP
60
Granite Investment Partners
California
$402K +$382K +34,665 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$380K -$47.2K -4,290 -12%
GXMC
62
Global X Management Company
New York
$380K +$57.5K +5,223 +19%
Citigroup
63
Citigroup
New York
$375K -$31.4K -2,853 -8%
BCM
64
Beddow Capital Management
Wyoming
$335K – – –
Comerica Bank
65
Comerica Bank
Texas
$325K +$9.68K +879 +3%
BFM
66
Boothbay Fund Management
New York
$323K +$44.4K +4,038 +17%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$277K – – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K +$6.97K +633 +3%
CGH
69
Crossmark Global Holdings
Texas
$271K +$257K +23,319 New
Citadel Advisors
70
Citadel Advisors
Florida
$270K +$256K +23,229 New
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$259K – – –
CS
72
Credit Suisse
Switzerland
$243K -$15.4K -1,401 -6%
AIG
73
American International Group
New York
$237K +$38.4K +3,489 +21%
AllianceBernstein
74
AllianceBernstein
Tennessee
$230K +$218K +19,800 New
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$224K -$7.43K -675 -3%
1 2
3
4 5

POWL Hedge Fund Activity: Q2 2018 in Review

113 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2018, worth a combined $262M — up 27% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new POWL positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was JP Morgan Chase, cutting an estimated $3.14M.

  • 113 institutional investors held Powell Industries (POWL) as of Q2 2018, up from 108 in Q1 2018.
  • Funds reported $262M of Powell Industries stock for Q2 2018, up 27% quarter-over-quarter.
  • 11 funds opened new Powell Industries positions in Q2 2018 and 5 closed out, a net change of +6 holders.
  • The largest Powell Industries buyer in Q2 2018 was BlackRock, an estimated $1.99M added.
  • The largest Powell Industries seller in Q2 2018 was JP Morgan Chase, an estimated $3.14M sold.

Based on aggregated 13F filings for Q2 2018.