We are live on ! Find out more
POWL icon

Powell Industries
POWL

101 hedge funds and large institutions have $184M invested in Powell Industries in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

3.97% less ownership

Funds ownership: 195.89% → 191.93% (-4%)

6% less funds holding

Funds holding: 107 → 101 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $271M → $184M (-$87.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
31
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.91M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.19M
3
BlackRock
BlackRock
New York
+$1.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$887K
5
Franklin Resources
Franklin Resources
California
+$702K

Top Sellers

1
CM
Crestline Management
Texas
-$3.37M
2
HP
Harvey Partners
New York
-$2.86M
3
Boston Partners
Boston Partners
Massachusetts
-$2.42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.08M
5
OAM
Oberweis Asset Management
Illinois
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
76
Mason Street Advisors
Wisconsin
$68K +$3.69K +372 +5%
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$62K +$73.2K +7,380 New
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$53K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$44K +$5.56K +561 +12%
ASN
80
Advisory Services Network
Georgia
$40K +$47.9K +4,827 New
AIP
81
Ameritas Investment Partners
Nebraska
$20K – – –
VCM
82
Versant Capital Management
Arizona
$19K +$625 +63 +3%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$15K +$6.07K +612 +48%
Macquarie Group
84
Macquarie Group
Australia
$15K +$17.8K +1,800 New
QT
85
Quantamental Technologies
New York
$12K +$14.8K +1,497 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$10.4K +$3.36K +339 +37%
FWM
87
Focused Wealth Management
New York
$8K +$8.92K +900 New
LIA
88
LS Investment Advisors
Michigan
$6K – – –
TRCT
89
Tower Research Capital (TRC)
New York
$5K -$17.1K -1,728 -74%
MOACM
90
Mutual of America Capital Management
New York
$5K +$1.43K +144 +29%
BCA
91
Bray Capital Advisors
Florida
$5K +$1.73K +174 +40%
SWA
92
Sutton Wealth Advisors
Florida
$4.88K – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$2K -$3.75K -378 -65%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$2K – – –
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$1K -$297 -30 -19%
GAM
96
Gemmer Asset Management
California
$1K – – –
GT
97
Glenmede Trust
Pennsylvania
$2 +$3.18K +321 New
CM
98
Crestline Management
Texas
– -$3.37M -278,460 Closed
HP
99
Harvey Partners
New York
– -$2.86M -236,700 Closed
Boston Partners
100
Boston Partners
Massachusetts
– -$2.42M -200,427 Closed
1 2 3
4
5

POWL Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2018, worth a combined $184M — down 32% from $271M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of POWL and 13 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 31 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $3.91M. The largest seller was Crestline Management, exiting entirely with an estimated $3.37M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q4 2018, down from 107 in Q3 2018.
  • Funds reported $184M of Powell Industries stock for Q4 2018, down 32% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2018 and 19 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $3.91M added.
  • The largest Powell Industries seller in Q4 2018 was Crestline Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2018.