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Powell Industries
POWL

124 hedge funds and large institutions have $532M invested in Powell Industries in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

1% more funds holding

Funds holding: 123 → 124 (+1)

4% less capital invested

Capital invested by funds: $552M → $532M (-$19.8M)

29% less call options, than puts

Call options by funds: $233K | Put options by funds: $330K

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
42
Closed
14
Calls
$233K
Puts
$330K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.69M
3
RFC
Russell Frank Company
Washington
+$2.9M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$2.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.29M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
KCM
Kennedy Capital Management
Missouri
-$3.74M
3
VDBMI
Van Den Berg Management I
Texas
-$3.73M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.26M
5
HA
Heartland Advisors
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$501K -$392K -18,168 -44%
TC
77
TFS Capital
Pennsylvania
$478K -$1.64M -76,293 -78%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$472K -$19.4K -900 -4%
AIG
79
American International Group
New York
$466K +$12.6K +585 +3%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$461K – – –
Bank of America
81
Bank of America
North Carolina
$414K -$485K -22,503 -54%
ASRS
82
Arizona State Retirement System
Arizona
$414K -$58.2K -2,700 -12%
BMCMI
83
Bryn Mawr Capital Management Inc
Pennsylvania
$403K +$403K +18,678 New
BA
84
BlackRock Advisors
Delaware
$396K +$10.8K +501 +3%
ANTB
85
AMG National Trust Bank
Colorado
$381K -$6.79K -315 -2%
SC
86
Skylands Capital
Wisconsin
$373K +$372K +17,250 New
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$350K – – –
SC
88
Spitfire Capital
California
$333K -$1.64M -75,999 -83%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$324K +$323K +15,000 New
IAM
90
Impax Asset Management
New Hampshire
$316K -$6.47K -300 -2%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$286K -$34K -1,575 -11%
HIMCH
92
Hartford Investment Management Co (HIMCO)
Connecticut
$283K +$1.1K +51 +0.4%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$279K – – –
OA
94
OFI Advisors
Pennsylvania
$278K +$7.96K +369 +3%
Two Sigma Investments
95
Two Sigma Investments
New York
$270K -$119K -5,517 -31%
SO
96
STRS Ohio
Ohio
$266K – – –
Nomura Holdings
97
Nomura Holdings
Japan
$256K -$156K -7,236 -38%
CAM
98
Capstone Asset Management
Texas
$254K -$6.14K -285 -2%
Goldman Sachs
99
Goldman Sachs
New York
$250K -$20.3M -940,533 -99%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$250K +$906 +42 +0.4%
2 3
4
5 6

POWL Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2014, worth a combined $532M — down 3.6% from $552M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.

  • 124 institutional investors held Powell Industries (POWL) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $532M of Powell Industries stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest Powell Industries buyer in Q1 2014 was Schroder Investment Management Group, an estimated $16.4M added.
  • The largest Powell Industries seller in Q1 2014 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2014.