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Powell Industries
POWL

107 hedge funds and large institutions have $271M invested in Powell Industries in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

4% more capital invested

Capital invested by funds: $262M → $271M (+$9.61M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 196.66% → 195.89% (-0.77%)

5% less funds holding

Funds holding: 113 → 107 (-6)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $181K

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
13
Calls
–
Puts
$181K
Net Calls
-$181K
Net Calls Change
+$745K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.53M
2
CM
Crestline Management
Texas
+$1.71M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.55M
4
BlackRock
BlackRock
New York
+$989K
5
OAM
Oberweis Asset Management
Illinois
+$763K

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.8M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$969K
3
KCM
Kennedy Capital Management
Missouri
-$855K
4
Two Sigma Investments
Two Sigma Investments
New York
-$589K
5
Deutsche Bank
Deutsche Bank
Germany
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$533K -$7.82K -630 -1%
SRAM
52
Stone Ridge Asset Management
New York
$516K -$209K -16,818 -28%
Wells Fargo
53
Wells Fargo
California
$512K +$71.6K +5,769 +16%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$497K +$3.31K +267 +0.7%
BFM
55
Boothbay Fund Management
New York
$465K +$132K +10,647 +38%
ASRS
56
Arizona State Retirement System
Arizona
$459K -$1.75K -141 -0.4%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$457K -$29K -2,340 -6%
Canada Life
58
Canada Life
Manitoba, Canada
$421K +$856 +69 +0.2%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$420K +$431K +34,725 New
GIP
60
Granite Investment Partners
California
$418K – – –
US Bancorp
61
US Bancorp
Minnesota
$404K -$25.6K -2,064 -6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$395K – – –
BCM
63
Beddow Capital Management
Wyoming
$385K +$37.2K +3,000 +10%
Barclays
64
Barclays
United Kingdom
$364K +$236K +19,047 +172%
PI
65
PineBridge Investments
New York
$289K +$101K +8,133 +52%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$288K – – –
CGH
67
Crossmark Global Holdings
Texas
$288K +$5.96K +480 +2%
GC
68
Guggenheim Capital
Illinois
$285K +$65.7K +5,289 +29%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$270K – – –
O
70
OppenheimerFunds
New York
$266K +$35.4K +2,850 +15%
AIG
71
American International Group
New York
$251K +$4.88K +393 +2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$239K – – –
RC
73
RBF Capital
California
$232K +$238K +19,200 New
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$229K – – –
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$221K +$4.32K +348 +2%
1 2
3
4 5

POWL Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2018, worth a combined $271M — up 3.7% from $262M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of POWL and 9 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.53M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $6.8M sold.

  • 107 institutional investors held Powell Industries (POWL) as of Q3 2018, down from 113 in Q2 2018.
  • Funds reported $271M of Powell Industries stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2018 and 13 closed out, a net change of -4 holders.
  • The largest Powell Industries buyer in Q3 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $2.53M added.
  • The largest Powell Industries seller in Q3 2018 was T. Rowe Price Associates, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2018.