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Powell Industries

113 hedge funds and large institutions have $501M invested in Powell Industries in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

19% more capital invested

Capital invested by funds: $420M → $501M (+$80.4M)

9% more funds holding

Funds holding: 104113 (+9)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$415K -$83.7K -4,632 -19%
QIM
77
Quest Investment Management
Oregon
$403K +$52.8K +2,925 +17%
Bank of America
78
Bank of America
North Carolina
$402K -$501K -27,732 -58%
IAM
79
Impax Asset Management
New Hampshire
$398K +$352K +19,500 New
Millennium Management
80
Millennium Management
New York
$393K -$155K -8,589 -31%
GAM
81
Gotham Asset Management
New York
$393K +$348K +19,257 New
ProShare Advisors
82
ProShare Advisors
Maryland
$371K -$5.31K -294 -2%
ANTB
83
AMG National Trust Bank
Colorado
$358K
BA
84
BlackRock Advisors
Delaware
$339K +$2.11K +117 +0.7%
PA
85
Profund Advisors
Maryland
$333K +$294K +16,290 New
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$331K -$65K -3,600 -18%
Citigroup
87
Citigroup
New York
$327K -$64.6K -3,576 -18%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$303K +$252K +13,950 +1,587%
CAM
89
Capstone Asset Management
Texas
$276K +$7.59K +420 +3%
CAM
90
Cortina Asset Management
Wisconsin
$269K +$238K +13,167 New
Wells Fargo
91
Wells Fargo
California
$258K +$56.5K +3,129 +33%
ARTA
92
A.R.T. Advisors
New York
$249K +$220K +12,189 New
BC
93
Burney Company
Virginia
$246K -$2.17K -120 -1%
OA
94
OFI Advisors
Pennsylvania
$233K -$7.32K -405 -3%
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$227K -$59.6K -3,300 -23%
UBS AM
96
UBS AM
Illinois
$227K +$200K +11,100 New
ZCM
97
Zebra Capital Management
Connecticut
$221K +$195K +10,797 New
ZIM
98
Zacks Investment Management
Illinois
$214K +$189K +10,479 New
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$208K +$184K +10,200 New
KeyBank National Association
100
KeyBank National Association
Ohio
$207K +$183K +10,125 New

POWL Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2013, worth a combined $501M — up 19% from $420M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 5 closed out — a net gain of 10 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.73M. The largest seller was Royce & Associates, cutting an estimated $6.13M.

  • 113 institutional investors held Powell Industries (POWL) as of Q3 2013, up from 104 in Q2 2013.
  • Funds reported $501M of Powell Industries stock for Q3 2013, up 19% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q3 2013 and 5 closed out, a net change of +10 holders.
  • The largest Powell Industries buyer in Q3 2013 was Deutsche Bank, an estimated $5.73M added.
  • The largest Powell Industries seller in Q3 2013 was Royce & Associates, an estimated $6.13M sold.

Based on aggregated 13F filings for Q3 2013.