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Powell Industries
POWL

113 hedge funds and large institutions have $262M invested in Powell Industries in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $206M → $262M (+$56.1M)

5% more funds holding

Funds holding: 108 → 113 (+5)

4.18% less ownership

Funds ownership: 200.84% → 196.66% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
35
Reduced
44
Closed
5
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
+$105K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.99M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.41M
3
Invesco
Invesco
Georgia
+$1.34M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$741K
5
Franklin Resources
Franklin Resources
California
+$591K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$2.2M
3
KCM
Kennedy Capital Management
Missouri
-$1.99M
4
GC
Guggenheim Capital
Illinois
-$1.19M
5
MCM
Matarin Capital Management
New York
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
O
76
OppenheimerFunds
New York
$222K -$55.1K -5,010 -21%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$220K – – –
GC
78
Guggenheim Capital
Illinois
$212K -$1.19M -108,069 -86%
Wolverine Trading
79
Wolverine Trading
Illinois
$211K – – –
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$208K +$197K +17,931 New
PI
81
PineBridge Investments
New York
$183K -$60.6K -5,505 -26%
MIM
82
MetLife Investment Management
New Jersey
$153K – – –
SG Americas Securities
83
SG Americas Securities
New York
$143K +$136K +12,333 New
Barclays
84
Barclays
United Kingdom
$129K +$13.3K +1,212 +12%
QI
85
QS Investors
New York
$117K – – –
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$107K – – –
SOADOR
87
State of Alaska Department of Revenue
Alaska
$97K – – –
MSA
88
Mason Street Advisors
Wisconsin
$88K +$3.37K +306 +4%
MERSOM
89
Municipal Employees' Retirement System of Michigan
Michigan
$86K -$25.1K -2,280 -24%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$73K -$46.2K -4,200 -40%
UBS Group
91
UBS Group
Switzerland
$73K +$39.2K +3,564 +130%
PIA
92
Piedmont Investment Advisors
North Carolina
$71K +$67.1K +6,099 New
RQS
93
Ramsey Quantitative Systems
Kentucky
$56K – – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$56K +$2.08K +189 +4%
TRCT
95
Tower Research Capital (TRC)
New York
$52K -$21.1K -1,914 -30%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$35K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$28K – – –
VCM
98
Versant Capital Management
Arizona
$27K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$14K +$132 +12 +1%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$10.5K -$85K -7,722 -89%
1 2 3
4
5

POWL Hedge Fund Activity: Q2 2018 in Review

113 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2018, worth a combined $262M — up 27% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new POWL positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was JP Morgan Chase, cutting an estimated $3.14M.

  • 113 institutional investors held Powell Industries (POWL) as of Q2 2018, up from 108 in Q1 2018.
  • Funds reported $262M of Powell Industries stock for Q2 2018, up 27% quarter-over-quarter.
  • 11 funds opened new Powell Industries positions in Q2 2018 and 5 closed out, a net change of +6 holders.
  • The largest Powell Industries buyer in Q2 2018 was BlackRock, an estimated $1.99M added.
  • The largest Powell Industries seller in Q2 2018 was JP Morgan Chase, an estimated $3.14M sold.

Based on aggregated 13F filings for Q2 2018.