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Powell Industries
POWL

104 hedge funds and large institutions have $211M invested in Powell Industries in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $5K | Put options by funds: $1K

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

12% more funds holding

Funds holding: 93 → 104 (+11)

8% more capital invested

Capital invested by funds: $195M → $211M (+$16.3M)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
47
Reduced
25
Closed
5
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
-$312K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.58M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.37M
5
BCM
Bridgeway Capital Management
Texas
+$1.32M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$9.91M
2
RCM
Rutabaga Capital Management
Massachusetts
-$6.02M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.98M
4
Norges Bank
Norges Bank
Norway
-$3.34M
5
RFC
Russell Frank Company
Washington
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
BlackRock Advisors
Delaware
$120K – – –
RFC
77
Russell Frank Company
Washington
$113K -$936K -106,014 -90%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$110K – – –
QI
79
QS Investors
New York
$93K +$82.2K +9,315 New
Wells Fargo
80
Wells Fargo
California
$88K +$5.93K +672 +8%
AIM
81
Acrospire Investment Management
Illinois
$58K +$51.5K +5,838 New
MSA
82
Mason Street Advisors
Wisconsin
$46K +$3.65K +414 +10%
PCM
83
Prelude Capital Management
New York
$42K -$26.8K -3,033 -42%
Legal & General Group
84
Legal & General Group
United Kingdom
$42K – – –
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$39.8K -$7.95K -900 -18%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$34K +$7.42K +840 +32%
Canada Life
87
Canada Life
Manitoba, Canada
$33K – – –
PI
88
PineBridge Investments
New York
$31K -$3.89K -441 -12%
UBS Group
89
UBS Group
Switzerland
$28K -$2.01K -228 -8%
VCM
90
Versant Capital Management
Arizona
$28K +$5.59K +633 +28%
BlackRock
91
BlackRock
New York
$24K +$13.6K +1,536 +170%
IMAS
92
ID Management A/S
Denmark
$24K +$21.2K +2,400 New
Walleye Trading
93
Walleye Trading
New York
$21K +$18.5K +2,100 New
Barclays
94
Barclays
United Kingdom
$16K +$14K +1,587 +1,653%
TRCT
95
Tower Research Capital (TRC)
New York
$12K +$2.86K +324 +37%
FWM
96
Focused Wealth Management
New York
$9K – – –
LIA
97
LS Investment Advisors
Michigan
$9K – – –
CFA
98
Carroll Financial Associates
North Carolina
$5K – – –
SWA
99
Sutton Wealth Advisors
Florida
$4.44K +$3.95K +447 New
Geode Capital Management
100
Geode Capital Management
Massachusetts
$1.91K +$16.2K +1,830 +1%
1 2 3
4
5

POWL Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2016, worth a combined $211M — up 8.3% from $195M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 5 closed out — a net gain of 11 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $1.64M. The largest seller was Artisan Partners, cutting an estimated $9.91M.

  • 104 institutional investors held Powell Industries (POWL) as of Q1 2016, up from 93 in Q4 2015.
  • Funds reported $211M of Powell Industries stock for Q1 2016, up 8.3% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2016 and 5 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2016 was Arrowstreet Capital, an estimated $1.64M added.
  • The largest Powell Industries seller in Q1 2016 was Artisan Partners, an estimated $9.91M sold.

Based on aggregated 13F filings for Q1 2016.