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Powell Industries
POWL

101 hedge funds and large institutions have $197M invested in Powell Industries in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

7% more capital invested

Capital invested by funds: $184M → $197M (+$13.1M)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

11.48% less ownership

Funds ownership: 191.93% → 180.44% (-11%)

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
37
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$556K
2
Goldman Sachs
Goldman Sachs
New York
+$538K
3
Renaissance Technologies
Renaissance Technologies
New York
+$490K
4
Millennium Management
Millennium Management
New York
+$456K
5
PP
Prospector Partners
Connecticut
+$389K

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1M
2
ANTB
AMG National Trust Bank
Colorado
-$618K
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$526K
4
JP Morgan Chase
JP Morgan Chase
New York
-$282K
5
SI
Shaker Investments
Ohio
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$77K – – –
MSA
77
Mason Street Advisors
Wisconsin
$75K +$3.16K +321 +4%
MERSOM
78
Municipal Employees' Retirement System of Michigan
Michigan
$68K +$2.95K +300 +4%
FIA
79
FNY Investment Advisers
New York
$57K +$64.1K +6,516 New
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$56K – – –
PCM
81
Prelude Capital Management
New York
$52K +$57.5K +5,847 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$49.1K +$42.4K +4,308 +346%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$44K -$3.81K -387 -7%
ASN
84
Advisory Services Network
Georgia
$43K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$23K +$19.8K +2,010 +335%
AIP
86
Ameritas Investment Partners
Nebraska
$22K – – –
VCM
87
Versant Capital Management
Arizona
$21K +$1.15K +117 +5%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$15K -$1.98K -201 -11%
QT
89
Quantamental Technologies
New York
$11K -$2.8K -285 -19%
FWM
90
Focused Wealth Management
New York
$8K – – –
MOACM
91
Mutual of America Capital Management
New York
$7K +$1.21K +123 +19%
LIA
92
LS Investment Advisors
Michigan
$6K – – –
SWA
93
Sutton Wealth Advisors
Florida
$5.18K – – –
BCA
94
Bray Capital Advisors
Florida
$5K – – –
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$2K – – –
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$2K +$413 +42 +20%
GAM
97
Gemmer Asset Management
California
$1K – – –
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
GT
99
Glenmede Trust
Pennsylvania
$2 – – –
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
– -$1M -120,324 Closed
1 2 3
4
5

POWL Hedge Fund Activity: Q1 2019 in Review

101 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2019, worth a combined $197M — up 7.1% from $184M a quarter earlier.

Fund positioning in POWL was balanced in Q1 2019: 7 funds opened new positions, 7 closed out, 37 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $556K. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $1M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $197M of Powell Industries stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 7 funds opened new Powell Industries positions in Q1 2019 and 7 closed out, a net change of 0 holders.
  • The largest Powell Industries buyer in Q1 2019 was Vanguard Group, an estimated $556K added.
  • The largest Powell Industries seller in Q1 2019 was Assenagon Asset Management, an estimated $1M sold.

Based on aggregated 13F filings for Q1 2019.