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Powell Industries
POWL

121 hedge funds and large institutions have $235M invested in Powell Industries in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $185M → $235M (+$49.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 198.92% → 204.28% (+5.4%)

3% more funds holding

Funds holding: 118 → 121 (+3)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.06M
2
Morgan Stanley
Morgan Stanley
New York
+$2.8M
3
VDBMI
Van Den Berg Management I
Texas
+$1.85M
4
BlackRock
BlackRock
New York
+$1.54M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.35M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$2.1M
2
MSL
Mackay Shields LLC
New York
-$1.11M
3
N
Nuveen
North Carolina
-$667K
4
MAM
Martingale Asset Management
Massachusetts
-$638K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$623K +$908 +102 +0.2%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$622K -$10.7K -1,200 -2%
Wells Fargo
53
Wells Fargo
California
$617K -$58.3K -6,546 -9%
Prudential Financial
54
Prudential Financial
New Jersey
$584K +$93.3K +10,479 +21%
CAM
55
ClariVest Asset Management
California
$572K -$14.8K -1,659 -3%
Axa
56
Axa
France
$531K -$419K -47,100 -47%
Squarepoint
57
Squarepoint
New York
$481K -$151K -16,932 -26%
TA
58
Teton Advisors
New York
$480K -$53.4K -6,000 -11%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$404K – – –
ANTB
60
AMG National Trust Bank
Colorado
$397K -$12.6K -1,410 -3%
Barclays
61
Barclays
United Kingdom
$391K +$13.7K +1,539 +4%
BCM
62
Beddow Capital Management
Wyoming
$366K +$42.7K +4,800 +15%
MAM
63
Martingale Asset Management
Massachusetts
$361K -$638K -71,721 -66%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$360K -$53.4K -6,000 -14%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$358K +$20.5K +2,301 +7%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$324K – – –
American Century Companies
67
American Century Companies
Missouri
$316K +$36.9K +4,146 +15%
KBC Group
68
KBC Group
Belgium
$314K +$51.6K +5,802 New
Deutsche Bank
69
Deutsche Bank
Germany
$312K -$60.8K -6,831 -18%
ETC
70
Exchange Traded Concepts
Oklahoma
$309K +$280K +31,482 New
WCM
71
Wedge Capital Management
North Carolina
$307K +$32.3K +3,630 +13%
WT
72
Whittier Trust
California
$295K – – –
ECM
73
ExodusPoint Capital Management
New York
$289K -$70.6K -7,926 -21%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$287K – – –
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$277K – – –
1 2
3
4 5

POWL Hedge Fund Activity: Q4 2020 in Review

121 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2020, worth a combined $235M — up 27% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 12 closed out — a net gain of 3 holders — while 38 added to existing stakes and 50 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Heartland Advisors, exiting entirely with an estimated $2.1M sold.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $235M of Powell Industries stock for Q4 2020, up 27% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2020 and 12 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $3.06M added.
  • The largest Powell Industries seller in Q4 2020 was Heartland Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.