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Powell Industries
POWL

118 hedge funds and large institutions have $185M invested in Powell Industries in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123 → 118 (-5)

5.08% less ownership

Funds ownership: 204% → 198.92% (-5.1%)

15% less capital invested

Capital invested by funds: $216M → $185M (-$31.6M)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
Dean Investment Associates
Ohio
+$2.35M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.88M
3
DCM
Dean Capital Management
Kansas
+$1.14M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$971K
5
MCM
Matarin Capital Management
New York
+$770K

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.03M
2
WG
Winton Group
United Kingdom
-$1.81M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
AL
AJO LP
Pennsylvania
-$1.04M
5
Bessemer Group
Bessemer Group
New Jersey
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$510K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$509K – – –
CAM
53
ClariVest Asset Management
California
$482K -$33.8K -3,807 -6%
TA
54
Teton Advisors
New York
$441K -$61.2K -6,900 -11%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$402K +$86.3K +9,735 +24%
Prudential Financial
56
Prudential Financial
New Jersey
$394K +$51.2K +5,772 +13%
TI
57
Trexquant Investment
Connecticut
$387K +$427K +48,174 New
Victory Capital Management
58
Victory Capital Management
Texas
$381K -$819K -92,316 -66%
GCP
59
GSA Capital Partners
United Kingdom
$377K +$415K +46,821 New
Two Sigma Advisers
60
Two Sigma Advisers
New York
$343K -$194K -21,900 -34%
ANTB
61
AMG National Trust Bank
Colorado
$336K -$3.01K -339 -0.8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$330K – – –
Deutsche Bank
63
Deutsche Bank
Germany
$310K +$14.6K +1,644 +4%
Barclays
64
Barclays
United Kingdom
$307K +$122K +13,779 +56%
ECM
65
ExodusPoint Capital Management
New York
$300K -$760K -85,656 -70%
AllianceBernstein
66
AllianceBernstein
Tennessee
$285K -$56K -6,312 -15%
CPO
67
Cerity Partners OCIO
New York
$282K +$311K +35,013 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$275K -$4.36K -492 -1%
EGM
69
Engineers Gate Manager
New York
$273K -$103K -11,652 -26%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$265K – – –
BCM
71
Beddow Capital Management
Wyoming
$261K +$63.9K +7,200 +29%
TRCT
72
Tower Research Capital (TRC)
New York
$259K +$231K +25,992 +417%
WT
73
Whittier Trust
California
$241K – – –
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$235K – – –
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$231K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $185M — down 15% from $216M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of POWL and 9 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 36 added.

The largest buyer was Dean Investment Associates, opening a new position worth an estimated $2.35M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.03M sold.

  • 118 institutional investors held Powell Industries (POWL) as of Q3 2020, down from 123 in Q2 2020.
  • Funds reported $185M of Powell Industries stock for Q3 2020, down 15% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2020 and 14 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q3 2020 was Dean Investment Associates, an estimated $2.35M added.
  • The largest Powell Industries seller in Q3 2020 was Hillsdale Investment Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2020.