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Powell Industries

94 hedge funds and large institutions have $287M invested in Powell Industries in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $282M → $287M (+$5.19M)

5% less funds holding

Funds holding: 9994 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
38
Reduced
33
Closed
10
Calls
$422K
Puts
Net Calls
+$422K
Net Calls Change
+$422K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$110K +$90.9K +7,608 +424%
MAA
77
Managed Account Advisors
New Jersey
$94K -$4.37K -366 -4%
Citigroup
78
Citigroup
New York
$93K +$28.9K +2,418 +44%
UBS Group
79
UBS Group
Switzerland
$64K +$9.35K +783 +17%
MERSOM
80
Municipal Employees' Retirement System of Michigan
Michigan
$62K +$2.51K +210 +4%
Legal & General Group
81
Legal & General Group
United Kingdom
$48K
MSA
82
Mason Street Advisors
Wisconsin
$44K +$860 +72 +2%
Canada Life
83
Canada Life
Manitoba, Canada
$39K
PI
84
PineBridge Investments
New York
$36K -$43.6K -3,654 -54%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$26.7K +$19.4K +1,620 +248%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$13K +$3.15K +264 +30%
FWM
87
Focused Wealth Management
New York
$11K
LIA
88
LS Investment Advisors
Michigan
$11K +$11.3K +945 New
BlackRock
89
BlackRock
New York
$10K
TRCT
90
Tower Research Capital (TRC)
New York
$7K -$122K -10,254 -95%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$7K
Barclays
92
Barclays
United Kingdom
$6K -$6.59K -552 -50%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1K -$107 -9 -10%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227 -$3.98K -333 -2%
AR
95
Advisory Research
Illinois
-$770K -68,400 Closed
HFS
96
HL Financial Services
Kentucky
-$424K -37,671 Closed
BMCMI
97
Bryn Mawr Capital Management Inc
Pennsylvania
-$356K -31,593 Closed
JIC
98
Johnson Investment Counsel
Ohio
-$293K -26,100 Closed
PAM
99
Princeton Alpha Management
New Jersey
-$292K -25,917 Closed
CS
100
Credit Suisse
Switzerland
-$260K -23,073 Closed

POWL Hedge Fund Activity: Q2 2015 in Review

94 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2015, worth a combined $287M — up 1.8% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Russell Frank Company, adding an estimated $2.13M. The largest seller was THB Asset Management, cutting an estimated $4.09M.

  • 94 institutional investors held Powell Industries (POWL) as of Q2 2015, down from 99 in Q1 2015.
  • Funds reported $287M of Powell Industries stock for Q2 2015, up 1.8% quarter-over-quarter.
  • 5 funds opened new Powell Industries positions in Q2 2015 and 10 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q2 2015 was Russell Frank Company, an estimated $2.13M added.
  • The largest Powell Industries seller in Q2 2015 was THB Asset Management, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2015.