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Powell Industries
POWL

133 hedge funds and large institutions have $301M invested in Powell Industries in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 31

19% more funds holding

Funds holding: 112 → 133 (+21)

5% more capital invested

Capital invested by funds: $286M → $301M (+$15.6M)

4.12% more ownership

Funds ownership: 195.41% → 199.53% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
48
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$5.28M
2
Millennium Management
Millennium Management
New York
+$3.77M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.54M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.81M
5
BlackRock
BlackRock
New York
+$1.76M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$9.73M
2
VDBMI
Van Den Berg Management I
Texas
-$9.49M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$3.93M
4
HA
Heartland Advisors
Wisconsin
-$959K
5
ERSOT
Employees Retirement System of Texas
Texas
-$950K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Algert Global
California
$301K +$287K +23,070 New
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$299K – – –
UBS Group
78
UBS Group
Switzerland
$284K +$189K +15,204 +230%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$276K +$6.12K +492 +2%
Deutsche Bank
80
Deutsche Bank
Germany
$273K -$126K -10,131 -33%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$264K +$140K +11,265 +125%
AA
82
Ancora Advisors
Ohio
$263K -$310K -24,906 -55%
AIG
83
American International Group
New York
$258K -$2.69K -216 -1%
RC
84
RBF Capital
California
$251K – – –
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$249K – – –
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$248K – – –
Citigroup
87
Citigroup
New York
$238K -$16.6K -1,332 -7%
TPSF
88
Texas Permanent School Fund
Texas
$234K +$896 +72 +0.4%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231K -$2.35K -189 -1%
CS
90
Credit Suisse
Switzerland
$228K +$218K +17,487 New
ECM
91
ExodusPoint Capital Management
New York
$224K +$214K +17,202 New
AIMCA
92
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$215K +$205K +16,500 New
UBS AM
93
UBS AM
Illinois
$209K +$199K +15,999 New
MIM
94
MetLife Investment Management
New Jersey
$172K – – –
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$161K +$12.1K +969 +9%
OPERF
96
Oregon Public Employees Retirement Fund
Oregon
$140K +$3.73K +300 +3%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$134K – – –
QI
98
QS Investors
New York
$132K – – –
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$121K – – –
MSA
100
Mason Street Advisors
Wisconsin
$117K +$2.02K +162 +2%
2 3
4
5 6

POWL Hedge Fund Activity: Q3 2019 in Review

133 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2019, worth a combined $301M — up 5.5% from $286M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new POWL positions and 5 closed out — a net gain of 21 holders — while 48 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.28M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $9.73M.

  • 133 institutional investors held Powell Industries (POWL) as of Q3 2019, up from 112 in Q2 2019.
  • Funds reported $301M of Powell Industries stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 26 funds opened new Powell Industries positions in Q3 2019 and 5 closed out, a net change of +21 holders.
  • The largest Powell Industries buyer in Q3 2019 was Renaissance Technologies, an estimated $5.28M added.
  • The largest Powell Industries seller in Q3 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $9.73M sold.

Based on aggregated 13F filings for Q3 2019.