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Powell Industries
POWL

123 hedge funds and large institutions have $216M invested in Powell Industries in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $201M → $216M (+$15.4M)

1.56% more ownership

Funds ownership: 202.43% → 204% (+1.6%)

2% less funds holding

Funds holding: 125 → 123 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.34M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.78M
3
Northern Trust
Northern Trust
Illinois
+$1.69M
4
WG
Winton Group
United Kingdom
+$1.48M
5
ECM
ExodusPoint Capital Management
New York
+$1.05M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$6.45M
2
Deutsche Bank
Deutsche Bank
Germany
-$2.72M
3
Millennium Management
Millennium Management
New York
-$2.17M
4
1CM
1492 Capital Management
Wisconsin
-$1.07M
5
Renaissance Technologies
Renaissance Technologies
New York
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$639K +$202K +23,766 +51%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$589K -$173K -20,400 -24%
OAM
53
Oberweis Asset Management
Illinois
$587K +$547K +64,305 New
CAM
54
ClariVest Asset Management
California
$582K -$33.2K -3,900 -6%
Swiss National Bank
55
Swiss National Bank
Switzerland
$578K +$81.6K +9,600 +18%
TA
56
Teton Advisors
New York
$564K – – –
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$559K +$7.73K +909 +2%
Comerica Bank
58
Comerica Bank
Texas
$556K -$27.4K -3,222 -5%
SO
59
STRS Ohio
Ohio
$525K -$30.6K -3,600 -6%
EGM
60
Engineers Gate Manager
New York
$417K +$96.7K +11,370 +33%
Prudential Financial
61
Prudential Financial
New Jersey
$395K +$3.32K +390 +0.9%
ANTB
62
AMG National Trust Bank
Colorado
$384K +$358K +42,111 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$381K +$79.9K +9,399 +29%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$375K – – –
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$367K +$122K +14,337 +55%
Deutsche Bank
66
Deutsche Bank
Germany
$338K -$2.72M -319,530 -90%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$316K -$33.2K -3,906 -10%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$306K – – –
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$301K -$48.7K -5,733 -15%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$301K +$204K +24,039 +271%
Canada Life
71
Canada Life
Manitoba, Canada
$294K +$281 +33 +0.1%
Bank of America
72
Bank of America
North Carolina
$291K +$12.1K +1,422 +5%
WT
73
Whittier Trust
California
$274K – – –
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$266K – – –
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$262K -$1.05K -123 -0.4%
1 2
3
4 5

POWL Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2020, worth a combined $216M — up 7.7% from $201M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of POWL and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $6.45M sold.

  • 123 institutional investors held Powell Industries (POWL) as of Q2 2020, down from 125 in Q1 2020.
  • Funds reported $216M of Powell Industries stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 14 funds opened new Powell Industries positions in Q2 2020 and 16 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2020 was Assenagon Asset Management, an estimated $2.34M added.
  • The largest Powell Industries seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $6.45M sold.

Based on aggregated 13F filings for Q2 2020.