Powell Industries
POWL
144 hedge funds and large institutions have $386M invested in Powell Industries in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
28% more capital invested
Capital invested by funds: $301M → $386M (+$85.2M)
8% more funds holding
Funds holding: 133 → 144 (+11)
4.72% more ownership
Funds ownership: 199.53% → 204.25% (+4.7%)
2% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 49
83% less call options, than puts
Call options by funds: $49K | Put options by funds: $294K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.28M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.15M |
| 3 |
Morgan Stanley
New York
|
+$2.92M |
| 4 |
Millennium Management
New York
|
+$2.77M |
| 5 |
Goldman Sachs
New York
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$8.13M |
| 2 |
PP
Prospector Partners
Guilford,
Connecticut
|
-$3.65M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.14M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$2.64M |
| 5 |
JP Morgan Chase
New York
|
-$2.14M |
POWL Hedge Fund Activity: Q4 2019 in Review
144 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2019, worth a combined $386M — up 28% from $301M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new POWL positions and 13 closed out — a net gain of 11 holders — while 48 added to existing stakes and 49 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $3.28M. The largest seller was Heartland Advisors, cutting an estimated $8.13M.
- 144 institutional investors held Powell Industries (POWL) as of Q4 2019, up from 133 in Q3 2019.
- Funds reported $386M of Powell Industries stock for Q4 2019, up 28% quarter-over-quarter.
- 24 funds opened new Powell Industries positions in Q4 2019 and 13 closed out, a net change of +11 holders.
- The largest Powell Industries buyer in Q4 2019 was Arrowstreet Capital, an estimated $3.28M added.
- The largest Powell Industries seller in Q4 2019 was Heartland Advisors, an estimated $8.13M sold.
Based on aggregated 13F filings for Q4 2019.