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Powell Industries
POWL

119 hedge funds and large institutions have $292M invested in Powell Industries in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 116 → 119 (+3)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0% more capital invested

Capital invested by funds: $291M → $292M (+$1.11M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
45
Reduced
41
Closed
9
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

1
UONDDL
University of Notre Dame du Lac
Indiana
+$2.17M
2
Millennium Management
Millennium Management
New York
+$1.84M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.47M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$1.38M
5
BFA
BlackRock Fund Advisors
California
+$1.13M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$5.88M
2
FHC
First Houston Capital
Texas
-$4.64M
3
NI
Numeric Investors
Massachusetts
-$1.42M
4
VDBMI
Van Den Berg Management I
Texas
-$1.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
76
First Quadrant
California
$340K +$325K +25,467 New
HHC
77
Hutchin Hill Capital
New York
$324K +$310K +24,300 New
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$318K – – –
Legal & General Group
79
Legal & General Group
United Kingdom
$296K +$231K +18,150 +437%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$295K – – –
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$293K +$30.6K +2,400 +12%
ZIM
82
Zacks Investment Management
Illinois
$289K +$277K +21,684 New
O
83
OppenheimerFunds
New York
$288K -$39.9K -3,126 -13%
CIM
84
CIM Investment Management
Pennsylvania
$269K +$9.56K +750 +4%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K -$4.59K -360 -2%
TPSF
86
Texas Permanent School Fund
Texas
$261K -$7.61K -597 -3%
AIG
87
American International Group
New York
$258K -$1.65K -129 -0.7%
CAM
88
Capstone Asset Management
Texas
$255K -$4.21K -330 -2%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$252K -$13.1K -1,029 -5%
Public Sector Pension Investment Board (PSP Investments)
90
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$247K – – –
QI
91
QS Investors
New York
$226K +$96.6K +7,578 +81%
AllianceBernstein
92
AllianceBernstein
Tennessee
$216K +$207K +16,200 New
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$214K -$55.7K -4,368 -21%
AIM
94
Acrospire Investment Management
Illinois
$214K +$122K +9,600 +149%
GAM
95
Gotham Asset Management
New York
$202K +$193K +15,135 New
BA
96
BlackRock Advisors
Delaware
$180K +$12.7K +999 +8%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$170K -$7K -549 -4%
PAM
98
Panagora Asset Management
Massachusetts
$151K +$145K +11,346 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$148K – – –
Wells Fargo
100
Wells Fargo
California
$104K -$3.02K -237 -3%
2 3
4
5 6

POWL Hedge Fund Activity: Q3 2016 in Review

119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2016, worth a combined $292M — up 0.38% from $291M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 9 closed out — a net gain of 4 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was University of Notre Dame du Lac, opening a new position worth an estimated $2.17M. The largest seller was Rutabaga Capital Management, cutting an estimated $5.88M.

  • 119 institutional investors held Powell Industries (POWL) as of Q3 2016, up from 116 in Q2 2016.
  • Funds reported $292M of Powell Industries stock for Q3 2016, up 0.38% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q3 2016 and 9 closed out, a net change of +4 holders.
  • The largest Powell Industries buyer in Q3 2016 was University of Notre Dame du Lac, an estimated $2.17M added.
  • The largest Powell Industries seller in Q3 2016 was Rutabaga Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2016.