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Powell Industries
POWL

113 hedge funds and large institutions have $501M invested in Powell Industries in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

19% more capital invested

Capital invested by funds: $420M → $501M (+$80.4M)

9% more funds holding

Funds holding: 104 → 113 (+9)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
37
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$5.73M
2
Goldman Sachs
Goldman Sachs
New York
+$5.03M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.96M
4
BFA
BlackRock Fund Advisors
California
+$2.32M
5
RFC
Russell Frank Company
Washington
+$1.82M

Top Sellers

1
RA
Royce & Associates
New York
-$6.13M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.42M
3
AAM
ACK Asset Management
Connecticut
-$4.03M
4
HA
Heartland Advisors
Wisconsin
-$3.74M
5
BIT
BlackRock Institutional Trust
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$134K – – –
U
102
UBS
Switzerland
$89K +$73.4K +4,062 +1,456%
MSA
103
Mason Street Advisors
Wisconsin
$83K +$5.15K +285 +8%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$75K +$31.2K +1,725 +88%
JIR
105
James Investment Research
Ohio
$67K +$59.6K +3,300 New
PI
106
PineBridge Investments
New York
$65K – – –
PAM
107
Panagora Asset Management
Massachusetts
$41K -$174K -9,657 -83%
BlackRock
108
BlackRock
New York
$22K – – –
FWM
109
Focused Wealth Management
New York
$18K +$16.3K +900 New
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$15K – – –
PCM
111
Prelude Capital Management
New York
$11K +$9.75K +540 New
TRCT
112
Tower Research Capital (TRC)
New York
$7K +$6.07K +336 New
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425 +$15.1K +837 +4%
AAM
114
ACK Asset Management
Connecticut
– -$4.03M -234,012 Closed
LM
115
Luminus Management
Texas
– -$805K -46,752 Closed
SIP
116
Stoneridge Investment Partners
Pennsylvania
– -$289K -16,758 Closed
MA
117
MUFG Americas
New York
– -$207K -12,000 Closed
Creative Planning
118
Creative Planning
Kansas
– -$5K -300 Closed
1 2 3 4
5

POWL Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2013, worth a combined $501M — up 19% from $420M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 5 closed out — a net gain of 10 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.73M. The largest seller was Royce & Associates, cutting an estimated $6.13M.

  • 113 institutional investors held Powell Industries (POWL) as of Q3 2013, up from 104 in Q2 2013.
  • Funds reported $501M of Powell Industries stock for Q3 2013, up 19% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q3 2013 and 5 closed out, a net change of +10 holders.
  • The largest Powell Industries buyer in Q3 2013 was Deutsche Bank, an estimated $5.73M added.
  • The largest Powell Industries seller in Q3 2013 was Royce & Associates, an estimated $6.13M sold.

Based on aggregated 13F filings for Q3 2013.