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Powell Industries

89 hedge funds and large institutions have $233M invested in Powell Industries in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $287M → $233M (-$54.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
43
Reduced
25
Closed
10
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$55.4K +$32.1K +3,246 +143%
Legal & General Group
77
Legal & General Group
United Kingdom
$42K
MSA
78
Mason Street Advisors
Wisconsin
$40K +$2.17K +219 +6%
Barclays
79
Barclays
United Kingdom
$37K +$31.6K +3,189 +578%
PI
80
PineBridge Investments
New York
$35K +$3.15K +318 +10%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$35K +$23.7K +2,391 +210%
Canada Life
82
Canada Life
Manitoba, Canada
$33K
BlackRock
83
BlackRock
New York
$30K +$20.8K +2,100 +233%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$13K -$101K -10,152 -89%
FWM
85
Focused Wealth Management
New York
$9K
LIA
86
LS Investment Advisors
Michigan
$9K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$1K -$5.52K -558 -88%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$1K +$30 +3 +4%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$204 +$8.64K +873 +5%
Franklin Resources
90
Franklin Resources
California
-$13.4M -1,146,879 Closed
TAM
91
THB Asset Management
Connecticut
-$4.02M -342,873 Closed
First Trust Advisors
92
First Trust Advisors
Illinois
-$1.61M -137,448 Closed
FP
93
Foundry Partners
Minnesota
-$1.54M -131,193 Closed
KCM
94
Kennedy Capital Management
Missouri
-$1.05M -89,187 Closed
AllianceBernstein
95
AllianceBernstein
Tennessee
-$271K -23,100 Closed
AG
96
Aperio Group
California
-$259K -22,128 Closed
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
-$253K -21,600 Closed
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
-$203K -17,283 Closed
TRCT
99
Tower Research Capital (TRC)
New York
-$7K -579 Closed

POWL Hedge Fund Activity: Q3 2015 in Review

89 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2015, worth a combined $233M — down 19% from $287M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 43 added.

The largest buyer was Rutabaga Capital Management, adding an estimated $6.32M. The largest seller was Franklin Resources, exiting entirely with an estimated $13.4M sold.

  • 89 institutional investors held Powell Industries (POWL) as of Q3 2015, down from 94 in Q2 2015.
  • Funds reported $233M of Powell Industries stock for Q3 2015, down 19% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q3 2015 and 10 closed out, a net change of -4 holders.
  • The largest Powell Industries buyer in Q3 2015 was Rutabaga Capital Management, an estimated $6.32M added.
  • The largest Powell Industries seller in Q3 2015 was Franklin Resources, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2015.