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Powell Industries
POWL

101 hedge funds and large institutions have $184M invested in Powell Industries in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

3.97% less ownership

Funds ownership: 195.89% → 191.93% (-4%)

6% less funds holding

Funds holding: 107 → 101 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $271M → $184M (-$87.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
31
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.91M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.19M
3
BlackRock
BlackRock
New York
+$1.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$887K
5
Franklin Resources
Franklin Resources
California
+$702K

Top Sellers

1
CM
Crestline Management
Texas
-$3.37M
2
HP
Harvey Partners
New York
-$2.86M
3
Boston Partners
Boston Partners
Massachusetts
-$2.42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.08M
5
OAM
Oberweis Asset Management
Illinois
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$343K – – –
ASRS
52
Arizona State Retirement System
Arizona
$336K +$23.2K +2,337 +6%
US Bancorp
53
US Bancorp
Minnesota
$278K -$892 -90 -0.3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$273K – – –
Canada Life
55
Canada Life
Manitoba, Canada
$268K -$2.92K -294 -0.8%
BCM
56
Beddow Capital Management
Wyoming
$266K – – –
WT
57
Whittier Trust
California
$250K +$297K +30,000 New
Bank of America
58
Bank of America
North Carolina
$239K +$147K +14,850 +108%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$239K +$284K +28,638 New
PI
60
PineBridge Investments
New York
$225K +$31.2K +3,150 +13%
SI
61
Shaker Investments
Ohio
$218K +$259K +26,100 New
O
62
OppenheimerFunds
New York
$214K +$36.1K +3,642 +17%
AIG
63
American International Group
New York
$171K -$2.44K -246 -1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$158K – – –
Citigroup
65
Citigroup
New York
$146K +$10.4K +1,047 +6%
MIM
66
MetLife Investment Management
New Jersey
$110K – – –
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$104K -$27.5K -2,775 -18%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$92K -$266K -26,802 -71%
Barclays
69
Barclays
United Kingdom
$91K -$190K -19,164 -64%
QI
70
QS Investors
New York
$85K – – –
OPERF
71
Oregon Public Employees Retirement Fund
Oregon
$83K +$98.6K +9,948 New
UBS Group
72
UBS Group
Switzerland
$79K +$1.25K +126 +1%
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$77.1K – – –
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$73K – – –
SOADOR
75
State of Alaska Department of Revenue
Alaska
$73K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2018, worth a combined $184M — down 32% from $271M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of POWL and 13 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 31 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $3.91M. The largest seller was Crestline Management, exiting entirely with an estimated $3.37M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q4 2018, down from 107 in Q3 2018.
  • Funds reported $184M of Powell Industries stock for Q4 2018, down 32% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2018 and 19 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $3.91M added.
  • The largest Powell Industries seller in Q4 2018 was Crestline Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2018.