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Powell Industries
POWL

116 hedge funds and large institutions have $291M invested in Powell Industries in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

38% more capital invested

Capital invested by funds: $211M → $291M (+$79.3M)

12% more funds holding

Funds holding: 104 → 116 (+12)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
35
Reduced
36
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$3K

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$7.9M
2
FHC
First Houston Capital
Texas
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.43M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.41M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.79M
2
Artisan Partners
Artisan Partners
Wisconsin
-$3.53M
3
RCM
Rutabaga Capital Management
Massachusetts
-$2.77M
4
Millennium Management
Millennium Management
New York
-$1.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$313K -$7.41K -660 -3%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$290K – – –
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$267K -$7.24K -645 -3%
TPSF
79
Texas Permanent School Fund
Texas
$264K -$10.1K -897 -4%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K -$2.76K -246 -1%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$261K – – –
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$257K – – –
AIG
83
American International Group
New York
$255K -$10.8K -963 -5%
CAM
84
Capstone Asset Management
Texas
$255K -$19.2K -1,710 -8%
CIM
85
CIM Investment Management
Pennsylvania
$255K +$218K +19,416 New
Public Sector Pension Investment Board (PSP Investments)
86
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$243K +$208K +18,504 New
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$239K +$205K +18,249 New
AG
88
Algert Global
California
$207K +$177K +15,783 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$174K +$2.19K +195 +1%
BlackRock
90
BlackRock
New York
$174K +$122K +10,839 +444%
BA
91
BlackRock Advisors
Delaware
$164K +$4.65K +414 +3%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$146K – – –
QI
93
QS Investors
New York
$122K – – –
PCM
94
Prelude Capital Management
New York
$107K +$44.4K +3,957 +94%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$107K +$46.4K +4,134 +103%
Wells Fargo
96
Wells Fargo
California
$105K -$8.29K -738 -8%
IMAS
97
ID Management A/S
Denmark
$94K +$53.9K +4,800 +200%
AIM
98
Acrospire Investment Management
Illinois
$84K +$6.74K +600 +10%
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$73K +$62.3K +5,544 New
MSA
100
Mason Street Advisors
Wisconsin
$67K +$5.39K +480 +10%
1 2 3
4
5

POWL Hedge Fund Activity: Q2 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2016, worth a combined $291M — up 38% from $211M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new POWL positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Numeric Investors, adding an estimated $7.9M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $5.79M sold.

  • 116 institutional investors held Powell Industries (POWL) as of Q2 2016, up from 104 in Q1 2016.
  • Funds reported $291M of Powell Industries stock for Q2 2016, up 38% quarter-over-quarter.
  • 22 funds opened new Powell Industries positions in Q2 2016 and 9 closed out, a net change of +13 holders.
  • The largest Powell Industries buyer in Q2 2016 was Numeric Investors, an estimated $7.9M added.
  • The largest Powell Industries seller in Q2 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2016.