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Powell Industries
POWL

110 hedge funds and large institutions have $415M invested in Powell Industries in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $348M → $415M (+$67.5M)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more funds holding

Funds holding: 103 → 110 (+7)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rutabaga Capital Management
Massachusetts
+$19.1M
2
Norges Bank
Norges Bank
Norway
+$6.7M
3
TAM
THB Asset Management
Connecticut
+$3.5M
4
BFA
BlackRock Fund Advisors
California
+$2.52M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.74M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.83M
3
KCM
Kennedy Capital Management
Missouri
-$5.62M
4
HA
Heartland Advisors
Wisconsin
-$3.16M
5
SC
Skylands Capital
Wisconsin
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
76
Capstone Asset Management
Texas
$276K +$33.4K +2,250 +15%
BA
77
BlackRock Advisors
Delaware
$245K -$11.2K -753 -5%
Citigroup
78
Citigroup
New York
$236K +$25.3K +1,707 +13%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$226K +$205K +13,800 New
ANTB
80
AMG National Trust Bank
Colorado
$225K -$17.2K -1,161 -8%
WAM
81
Wolverine Asset Management
Illinois
$223K +$203K +13,680 New
CIM
82
CIM Investment Management
Pennsylvania
$218K +$198K +13,347 New
MAA
83
Managed Account Advisors
New Jersey
$217K +$192K +12,933 +3,749%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$214K – – –
UBS AM
85
UBS AM
Illinois
$206K +$187K +12,600 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$203K +$185K +12,432 New
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$182K – – –
SG Americas Securities
88
SG Americas Securities
New York
$120K +$109K +7,311 New
MERSOM
89
Municipal Employees' Retirement System of Michigan
Michigan
$118K -$370K -24,900 -78%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$108K – – –
PI
91
PineBridge Investments
New York
$102K +$4.01K +270 +5%
Barclays
92
Barclays
United Kingdom
$100K +$59.9K +4,035 +194%
Legal & General Group
93
Legal & General Group
United Kingdom
$69K – – –
TC
94
TradeLink Capital
Illinois
$64K +$57.9K +3,900 New
MSA
95
Mason Street Advisors
Wisconsin
$58K +$1.69K +114 +3%
Canada Life
96
Canada Life
Manitoba, Canada
$54K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$50K +$35.1K +2,367 +346%
UBS Group
98
UBS Group
Switzerland
$44K +$39.7K +2,673 New
Wells Fargo
99
Wells Fargo
California
$26K -$13.1K -885 -35%
PAM
100
Panagora Asset Management
Massachusetts
$24K -$166K -11,175 -88%
1 2 3
4
5

POWL Hedge Fund Activity: Q4 2014 in Review

110 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2014, worth a combined $415M — up 19% from $348M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POWL positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $19.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.4M.

  • 110 institutional investors held Powell Industries (POWL) as of Q4 2014, up from 103 in Q3 2014.
  • Funds reported $415M of Powell Industries stock for Q4 2014, up 19% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q4 2014 and 11 closed out, a net change of +8 holders.
  • The largest Powell Industries buyer in Q4 2014 was Rutabaga Capital Management, an estimated $19.1M added.
  • The largest Powell Industries seller in Q4 2014 was Bank of New York Mellon, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2014.