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Powell Industries
POWL

112 hedge funds and large institutions have $286M invested in Powell Industries in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

71% more call options, than puts

Call options by funds: $266K | Put options by funds: $156K

45% more capital invested

Capital invested by funds: $197M → $286M (+$88.6M)

14.97% more ownership

Funds ownership: 180.44% → 195.41% (+15%)

11% more funds holding

Funds holding: 101 → 112 (+11)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
32
Reduced
29
Closed
7
Calls
$266K
Puts
$156K
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.82M
2
N
Nuveen
North Carolina
+$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M
4
BlackRock
BlackRock
New York
+$1.16M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$915K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.65M
2
PI
Putnam Investments
Massachusetts
-$1.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.04M
4
BCM
Bridgeway Capital Management
Texas
-$989K
5
ERSOT
Employees Retirement System of Texas
Texas
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$226K +$199K +17,877 New
MIM
77
MetLife Investment Management
New Jersey
$167K – – –
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$144K – – –
AG
79
Aperio Group
California
$134K +$118K +10,560 New
OPERF
80
Oregon Public Employees Retirement Fund
Oregon
$132K +$3.34K +300 +3%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$130K – – –
QI
82
QS Investors
New York
$129K – – –
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$117K – – –
SOADOR
84
State of Alaska Department of Revenue
Alaska
$114K +$1.67K +150 +2%
MSA
85
Mason Street Advisors
Wisconsin
$111K +$3.91K +351 +4%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$110K – – –
KBC Group
87
KBC Group
Belgium
$106K +$93.6K +8,406 New
MERSOM
88
Municipal Employees' Retirement System of Michigan
Michigan
$100K +$2K +180 +2%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$92K +$25.1K +2,250 +45%
UBS Group
90
UBS Group
Switzerland
$84K +$73.4K +6,594 +24,422%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$80K – – –
PCM
92
Prelude Capital Management
New York
$61K -$11.2K -1,008 -17%
ASN
93
Advisory Services Network
Georgia
$61K – – –
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$58.3K -$10.6K -951 -17%
AIP
95
Ameritas Investment Partners
Nebraska
$31K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$22K +$802 +72 +4%
FPS
97
Fieldpoint Private Securities
Connecticut
$22K +$19.1K +1,716 New
VCM
98
Versant Capital Management
Arizona
$21K -$8.69K -780 -31%
MOACM
99
Mutual of America Capital Management
New York
$12K +$2K +180 +24%
QT
100
Quantamental Technologies
New York
$11K -$3.67K -330 -27%
1 2 3
4
5

POWL Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2019, worth a combined $286M — up 45% from $197M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $2.82M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.65M.

  • 112 institutional investors held Powell Industries (POWL) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $286M of Powell Industries stock for Q2 2019, up 45% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q2 2019 and 7 closed out, a net change of +14 holders.
  • The largest Powell Industries buyer in Q2 2019 was Brandywine Global Investment Management, an estimated $2.82M added.
  • The largest Powell Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.