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Powell Industries
POWL

121 hedge funds and large institutions have $549M invested in Powell Industries in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $346K | Put options by funds: $333K

3% more capital invested

Capital invested by funds: $532M → $549M (+$17.6M)

2% less funds holding

Funds holding: 124 → 121 (-3)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
44
Closed
15
Calls
$346K
Puts
$333K
Net Calls
+$13K
Net Calls Change
+$110K

Top Buyers

1
PP
Peconic Partners
New York
+$9.98M
2
AAM
ACK Asset Management
Connecticut
+$8.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.48M
4
Norges Bank
Norges Bank
Norway
+$4.97M
5
TAM
THB Asset Management
Connecticut
+$3.78M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
2
VDBMI
Van Den Berg Management I
Texas
-$3.84M
3
SB
Suntrust Banks
Georgia
-$2.53M
4
RFC
Russell Frank Company
Washington
-$2.41M
5
BFA
BlackRock Fund Advisors
California
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$464K -$6.51K -309 -1%
BG
77
BlackRock Group
United Kingdom
$454K -$93.4K -4,434 -18%
Two Sigma Investments
78
Two Sigma Investments
New York
$435K +$157K +7,455 +60%
ASRS
79
Arizona State Retirement System
Arizona
$418K – – –
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$412K -$62.7K -2,976 -14%
Citadel Advisors
81
Citadel Advisors
Florida
$392K -$352K -16,731 -48%
ANTB
82
AMG National Trust Bank
Colorado
$378K -$5.88K -279 -2%
SC
83
Skylands Capital
Wisconsin
$376K – – –
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$353K – – –
BA
85
BlackRock Advisors
Delaware
$347K -$50.1K -2,379 -13%
LM
86
Luminus Management
Texas
$341K +$330K +15,669 New
SC
87
Spitfire Capital
California
$336K – – –
PAM
88
Panagora Asset Management
Massachusetts
$331K +$278K +13,176 +657%
OA
89
OFI Advisors
Pennsylvania
$326K +$44K +2,088 +16%
B
90
Baird
Wisconsin
$321K -$379K -18,003 -55%
ProShare Advisors
91
ProShare Advisors
Maryland
$317K -$296K -14,034 -49%
CAM
92
Capstone Asset Management
Texas
$313K +$54.3K +2,580 +22%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$304K +$14.5K +690 +5%
HIMCH
94
Hartford Investment Management Co (HIMCO)
Connecticut
$286K +$695 +33 +0.3%
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$281K – – –
UBS AM
96
UBS AM
Illinois
$275K +$31.6K +1,500 +14%
HCM
97
Hodges Capital Management
Texas
$262K +$253K +12,000 New
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$242K – – –
Natixis Advisors
99
Natixis Advisors
Massachusetts
$240K +$232K +10,998 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$222K – – –
2 3
4
5 6

POWL Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2014, worth a combined $549M — up 3.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Peconic Partners, adding an estimated $9.98M. The largest seller was Fidelity Investments, cutting an estimated $11.6M.

  • 121 institutional investors held Powell Industries (POWL) as of Q2 2014, down from 124 in Q1 2014.
  • Funds reported $549M of Powell Industries stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 12 funds opened new Powell Industries positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2014 was Peconic Partners, an estimated $9.98M added.
  • The largest Powell Industries seller in Q2 2014 was Fidelity Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2014.