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Powell Industries

105 hedge funds and large institutions have $233M invested in Powell Industries in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

1.2% less ownership

Funds ownership: 192.54%191.34% (-1.2%)

2% less funds holding

Funds holding: 107105 (-2)

8% less capital invested

Capital invested by funds: $252M → $233M (-$19M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$210K +$40.7K +3,660 +23%
AllianceBernstein
77
AllianceBernstein
Tennessee
$205K +$213K +19,200 New
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$201K
TPSF
79
Texas Permanent School Fund
Texas
$200K +$2.03K +183 +1%
QI
80
QS Investors
New York
$185K
OSAM
81
O'Shaughnessy Asset Management
Connecticut
$167K -$66.7K -5,997 -28%
MERSOM
82
Municipal Employees' Retirement System of Michigan
Michigan
$137K -$432K -38,880 -75%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$118K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$102K -$5.5K -495 -5%
Barclays
85
Barclays
United Kingdom
$87K +$80.4K +7,236 +678%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$86.2K +$32.8K +2,952 +57%
MSA
87
Mason Street Advisors
Wisconsin
$68K +$3.77K +339 +6%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$53K +$25K +2,250 +82%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$40K
PI
90
PineBridge Investments
New York
$36K +$400 +36 +1%
GXMC
91
Global X Management Company
New York
$30K +$21.3K +1,914 +220%
VCM
92
Versant Capital Management
Arizona
$27K
AIP
93
Ameritas Investment Partners
Nebraska
$26K
Pacer Advisors
94
Pacer Advisors
Pennsylvania
$16K +$16.4K +1,476 New
Loomis, Sayles & Company
95
Loomis, Sayles & Company
Massachusetts
$13K +$5.9K +531 +75%
FWM
96
Focused Wealth Management
New York
$10K
LIA
97
LS Investment Advisors
Michigan
$10K
SWA
98
Sutton Wealth Advisors
Florida
$6.24K +$1.53K +138 +31%
TRCT
99
Tower Research Capital (TRC)
New York
$6K +$6.67K +600 New
UBS Group
100
UBS Group
Switzerland
$5K -$10.7K -966 -67%

POWL Hedge Fund Activity: Q2 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2017, worth a combined $233M — down 7.5% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of POWL and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 40 added.

The largest buyer was Heartland Advisors, adding an estimated $4.82M. The largest seller was Numeric Investors, cutting an estimated $3.59M.

  • 105 institutional investors held Powell Industries (POWL) as of Q2 2017, down from 107 in Q1 2017.
  • Funds reported $233M of Powell Industries stock for Q2 2017, down 7.5% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q2 2017 and 8 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2017 was Heartland Advisors, an estimated $4.82M added.
  • The largest Powell Industries seller in Q2 2017 was Numeric Investors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2017.