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Powell Industries
POWL

123 hedge funds and large institutions have $216M invested in Powell Industries in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $201M → $216M (+$15.4M)

1.56% more ownership

Funds ownership: 202.43% → 204% (+1.6%)

2% less funds holding

Funds holding: 125 → 123 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.34M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.78M
3
Northern Trust
Northern Trust
Illinois
+$1.69M
4
WG
Winton Group
United Kingdom
+$1.48M
5
ECM
ExodusPoint Capital Management
New York
+$1.05M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$6.45M
2
Deutsche Bank
Deutsche Bank
Germany
-$2.72M
3
Millennium Management
Millennium Management
New York
-$2.17M
4
1CM
1492 Capital Management
Wisconsin
-$1.07M
5
Renaissance Technologies
Renaissance Technologies
New York
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Petrus Trust Company
Texas
$259K +$241K +28,332 New
CS
77
Credit Suisse
Switzerland
$252K +$234K +27,564 New
Squarepoint
78
Squarepoint
New York
$250K +$233K +27,402 New
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$232K -$1.12K -132 -0.5%
BCM
80
Beddow Capital Management
Wyoming
$230K – – –
WCM
81
Wedge Capital Management
North Carolina
$228K +$6.04K +711 +3%
Barclays
82
Barclays
United Kingdom
$222K +$20.9K +2,463 +11%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$221K -$1.53K -180 -0.7%
AC
84
Aristides Capital
Kentucky
$221K +$206K +24,183 New
American Century Companies
85
American Century Companies
Missouri
$210K +$196K +23,001 New
SFM
86
Systematic Financial Management
New Jersey
$206K -$37.1K -4,365 -16%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$202K +$188K +22,146 New
IA
88
IndexIQ Advisors
New York
$190K -$842 -99 -0.5%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$189K +$102K +12,000 +138%
AIG
90
American International Group
New York
$173K +$5.28K +621 +3%
SG Americas Securities
91
SG Americas Securities
New York
$129K +$120K +14,169 New
MIM
92
MetLife Investment Management
New Jersey
$121K – – –
UBS Group
93
UBS Group
Switzerland
$120K -$67.7K -7,965 -38%
Citigroup
94
Citigroup
New York
$112K +$33.5K +3,945 +47%
OPERF
95
Oregon Public Employees Retirement Fund
Oregon
$98K – – –
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$91K -$85.1K -10,005 -50%
MSA
97
Mason Street Advisors
Wisconsin
$91K +$6.27K +738 +8%
Lazard Asset Management
98
Lazard Asset Management
New York
$88K -$1.4K -165 -2%
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$84.5K – – –
Pacer Advisors
100
Pacer Advisors
Pennsylvania
$74K -$1.78K -210 -3%
2 3
4
5 6

POWL Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2020, worth a combined $216M — up 7.7% from $201M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of POWL and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $6.45M sold.

  • 123 institutional investors held Powell Industries (POWL) as of Q2 2020, down from 125 in Q1 2020.
  • Funds reported $216M of Powell Industries stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 14 funds opened new Powell Industries positions in Q2 2020 and 16 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2020 was Assenagon Asset Management, an estimated $2.34M added.
  • The largest Powell Industries seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $6.45M sold.

Based on aggregated 13F filings for Q2 2020.