We are live on ! Find out more
POWL icon

Powell Industries
POWL

121 hedge funds and large institutions have $278M invested in Powell Industries in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

187.2% more ownership

Funds ownership: 0% → 187.2% (+187%)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

2% more funds holding

Funds holding: 119 → 121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $292M → $278M (-$13.9M)

5% less call options, than puts

Call options by funds: $433K | Put options by funds: $456K

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
46
Reduced
40
Closed
10
Calls
$433K
Puts
$456K
Net Calls
-$23K
Net Calls Change
-$29K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$8.73M
2
BFA
BlackRock Fund Advisors
California
+$3.69M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.11M
4
KCM
Kennedy Capital Management
Missouri
+$1.98M
5
Ameriprise
Ameriprise
Minnesota
+$1.4M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$13.4M
2
VDBMI
Van Den Berg Management I
Texas
-$4.29M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.16M
4
Northern Trust
Northern Trust
Illinois
-$3.8M
5
UONDDL
University of Notre Dame du Lac
Indiana
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
76
Cigna Investments
Connecticut
$344K +$350K +26,466 New
TC
77
TFS Capital
Pennsylvania
$339K -$395K -29,898 -53%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$335K -$43.1K -3,261 -11%
FQ
79
First Quadrant
California
$331K – – –
BGIM
80
Brandywine Global Investment Management
Pennsylvania
$330K -$2.38K -180 -0.7%
ZIM
81
Zacks Investment Management
Illinois
$330K +$49.3K +3,735 +17%
US Bancorp
82
US Bancorp
Minnesota
$314K -$20.5K -1,551 -6%
HHC
83
Hutchin Hill Capital
New York
$312K -$3.96K -300 -1%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$310K – – –
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$288K – – –
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$286K – – –
AIMCA
87
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$285K +$289K +21,900 New
Citadel Advisors
88
Citadel Advisors
Florida
$262K -$387K -29,292 -59%
Wells Fargo
89
Wells Fargo
California
$256K +$158K +11,937 +153%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K -$2.34K -177 -0.9%
AIG
91
American International Group
New York
$248K -$3.73K -282 -1%
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$246K – – –
TPSF
93
Texas Permanent School Fund
Texas
$243K -$10.9K -828 -4%
Public Sector Pension Investment Board (PSP Investments)
94
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$241K – – –
QI
95
QS Investors
New York
$226K +$6.02K +456 +3%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$209K +$1.31K +99 +0.6%
AIM
97
Acrospire Investment Management
Illinois
$194K -$14.5K -1,098 -7%
BA
98
BlackRock Advisors
Delaware
$180K +$5.27K +399 +3%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$154K -$27K -2,046 -16%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$144K – – –
2 3
4
5 6

POWL Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2016, worth a combined $278M — down 4.8% from $292M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.73M. The largest seller was Rutabaga Capital Management, cutting an estimated $13.4M.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2016, up from 119 in Q3 2016.
  • Funds reported $278M of Powell Industries stock for Q4 2016, down 4.8% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2016 and 10 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2016 was JP Morgan Chase, an estimated $8.73M added.
  • The largest Powell Industries seller in Q4 2016 was Rutabaga Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2016.