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Powell Industries
POWL

Overview Fund Activity

123 hedge funds and large institutions have $552M invested in Powell Industries in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
45
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$17.2M
2
WRF
2
Waddell & Reed Financial
Kansas
$11.1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.23M
4
MPAM
4
Monarch Partners Asset Management
Massachusetts
$2.07M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$6.78M

Top Sellers

1
RA
1
Royce & Associates
New York
$55.4M
2
HA
2
Heartland Advisors
Wisconsin
$8.37M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.79M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$6.63M
5
Franklin Resources
5
Franklin Resources
California
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$248K – – –
BC
102
Burney Company
Virginia
$240K -$28.9K -431 -11%
Wells Fargo
103
Wells Fargo
California
$233K -$49.2K -735 -17%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$228K – – –
KeyBank National Association
105
KeyBank National Association
Ohio
$219K -$6.69K -100 -3%
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$206K -$553K -8,274 -73%
Barclays
107
Barclays
United Kingdom
$206K -$244K -3,690 -54%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$201K +$201K +3,000 New
PI
109
PineBridge Investments
New York
$169K +$97K +1,446 +135%
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$147K – – –
MSA
111
Mason Street Advisors
Wisconsin
$98K +$7.49K +112 +8%
JIR
112
James Investment Research
Ohio
$74K – – –
Canada Life
113
Canada Life
Manitoba, Canada
$74K +$74K +1,100 New
U
114
UBS
Switzerland
$65K -$31.2K -469 -32%
PAM
115
Panagora Asset Management
Massachusetts
$45K – – –
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$31.2K +$31.2K +466 New
HMS
117
Hanseatic Management Services
New Mexico
$31K +$31K +461 New
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$24K -$58.7K -870 -71%
FBT
119
Founders Bank & Trust
Michigan
$23K +$23K +384 New
BlackRock
120
BlackRock
New York
$21K -$1.49K -23 -7%
FWM
121
Focused Wealth Management
New York
$20K – – –
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$16K +$67 +1 +0.4%
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$485 +$20 +303 +4%
Citadel Advisors
124
Citadel Advisors
Florida
– -$530K -8,656 Closed
DCM
125
Dupont Capital Management
Delaware
– -$471K -7,685 Closed
2 3 4
5
6