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Powell Industries
POWL

118 hedge funds and large institutions have $185M invested in Powell Industries in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123 → 118 (-5)

5.08% less ownership

Funds ownership: 204% → 198.92% (-5.1%)

15% less capital invested

Capital invested by funds: $216M → $185M (-$31.6M)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
Dean Investment Associates
Ohio
+$2.35M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.88M
3
DCM
Dean Capital Management
Kansas
+$1.14M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$971K
5
MCM
Matarin Capital Management
New York
+$770K

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.03M
2
WG
Winton Group
United Kingdom
-$1.81M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
AL
AJO LP
Pennsylvania
-$1.04M
5
Bessemer Group
Bessemer Group
New Jersey
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$227K -$47.1K -5,313 -16%
American Century Companies
77
American Century Companies
Missouri
$225K +$44.1K +4,974 +22%
Canada Life
78
Canada Life
Manitoba, Canada
$223K -$39.9K -4,500 -14%
WCM
79
Wedge Capital Management
North Carolina
$222K +$23.5K +2,649 +11%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$199K +$4.26K +480 +2%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$190K -$16K -1,800 -7%
IA
82
IndexIQ Advisors
New York
$177K +$10.5K +1,185 +6%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$176K -$98K -11,049 -34%
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$166K – – –
Bank of America
85
Bank of America
North Carolina
$157K -$109K -12,309 -39%
AIG
86
American International Group
New York
$149K -$4.04K -456 -2%
Pacer Advisors
87
Pacer Advisors
Pennsylvania
$144K +$87.4K +9,852 +122%
MIM
88
MetLife Investment Management
New Jersey
$106K – – –
AL
89
AJO LP
Pennsylvania
$99K -$1.04M -116,730 -90%
OPERF
90
Oregon Public Employees Retirement Fund
Oregon
$86K – – –
MSA
91
Mason Street Advisors
Wisconsin
$80K -$53 -6 -0.1%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$80K +$266 +30 +0.3%
Lazard Asset Management
93
Lazard Asset Management
New York
$78K – – –
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$74.4K – – –
UBS Group
95
UBS Group
Switzerland
$71K -$37.9K -4,278 -33%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$65K +$40.2K +4,530 +128%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$57K +$46.2K +5,214 +278%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$51K – – –
MDCM
99
Morgan Dempsey Capital Management
Wisconsin
$33K -$5.19K -585 -12%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$27K -$7.85K -885 -21%
2 3
4
5 6

POWL Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $185M — down 15% from $216M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of POWL and 9 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 36 added.

The largest buyer was Dean Investment Associates, opening a new position worth an estimated $2.35M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.03M sold.

  • 118 institutional investors held Powell Industries (POWL) as of Q3 2020, down from 123 in Q2 2020.
  • Funds reported $185M of Powell Industries stock for Q3 2020, down 15% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2020 and 14 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q3 2020 was Dean Investment Associates, an estimated $2.35M added.
  • The largest Powell Industries seller in Q3 2020 was Hillsdale Investment Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2020.