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Powell Industries
POWL

112 hedge funds and large institutions have $286M invested in Powell Industries in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

71% more call options, than puts

Call options by funds: $266K | Put options by funds: $156K

45% more capital invested

Capital invested by funds: $197M → $286M (+$88.6M)

14.97% more ownership

Funds ownership: 180.44% → 195.41% (+15%)

11% more funds holding

Funds holding: 101 → 112 (+11)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
32
Reduced
29
Closed
7
Calls
$266K
Puts
$156K
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.82M
2
N
Nuveen
North Carolina
+$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M
4
BlackRock
BlackRock
New York
+$1.16M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$915K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.65M
2
PI
Putnam Investments
Massachusetts
-$1.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.04M
4
BCM
Bridgeway Capital Management
Texas
-$989K
5
ERSOT
Employees Retirement System of Texas
Texas
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$508K +$23.8K +2,133 +6%
Squarepoint
52
Squarepoint
New York
$486K +$427K +38,370 New
AIM
53
Alambic Investment Management
California
$472K +$162K +14,517 +64%
Canada Life
54
Canada Life
Manitoba, Canada
$438K -$3.17K -285 -0.8%
US Bancorp
55
US Bancorp
Minnesota
$434K +$4.11K +369 +1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$433K +$381K +34,200 New
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$420K +$369K +33,132 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$414K – – –
Two Sigma Investments
59
Two Sigma Investments
New York
$406K +$357K +32,031 New
Deutsche Bank
60
Deutsche Bank
Germany
$393K -$180K -16,167 -34%
Barclays
61
Barclays
United Kingdom
$390K +$98K +8,799 +40%
BCM
62
Beddow Capital Management
Wyoming
$386K – – –
WT
63
Whittier Trust
California
$380K – – –
GCP
64
GSA Capital Partners
United Kingdom
$343K +$301K +27,060 New
Bank of America
65
Bank of America
North Carolina
$336K +$99.4K +8,925 +51%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$330K – – –
PAM
67
Panagora Asset Management
Massachusetts
$311K – – –
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$290K – – –
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$261K +$230K +20,625 New
AIG
70
American International Group
New York
$253K -$67 -6 -0%
Citigroup
71
Citigroup
New York
$248K +$22.1K +1,986 +11%
RC
72
RBF Capital
California
$243K +$214K +19,200 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$241K -$53.5K -4,800 -20%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$240K – – –
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$201K +18,033 New
1 2
3
4 5

POWL Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2019, worth a combined $286M — up 45% from $197M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $2.82M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.65M.

  • 112 institutional investors held Powell Industries (POWL) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $286M of Powell Industries stock for Q2 2019, up 45% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q2 2019 and 7 closed out, a net change of +14 holders.
  • The largest Powell Industries buyer in Q2 2019 was Brandywine Global Investment Management, an estimated $2.82M added.
  • The largest Powell Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.