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Powell Industries
POWL

124 hedge funds and large institutions have $532M invested in Powell Industries in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

1% more funds holding

Funds holding: 123 → 124 (+1)

4% less capital invested

Capital invested by funds: $552M → $532M (-$19.8M)

29% less call options, than puts

Call options by funds: $233K | Put options by funds: $330K

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
42
Closed
14
Calls
$233K
Puts
$330K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.69M
3
RFC
Russell Frank Company
Washington
+$2.9M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$2.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.29M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
KCM
Kennedy Capital Management
Missouri
-$3.74M
3
VDBMI
Van Den Berg Management I
Texas
-$3.73M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.26M
5
HA
Heartland Advisors
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$240K – – –
UBS AM
102
UBS AM
Illinois
$240K – – –
BC
103
Burney Company
Virginia
$235K +$3.04K +141 +1%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$220K – – –
Citigroup
105
Citigroup
New York
$215K -$278K -12,897 -56%
SG Americas Securities
106
SG Americas Securities
New York
$207K +$207K +9,585 New
PI
107
PineBridge Investments
New York
$150K -$13.7K -636 -8%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$142K – – –
Barclays
109
Barclays
United Kingdom
$130K -$70.2K -3,255 -35%
ST
110
Spot Trading
Illinois
$92K +$92.3K +4,281 New
MSA
111
Mason Street Advisors
Wisconsin
$73K -$21.9K -1,014 -23%
Canada Life
112
Canada Life
Manitoba, Canada
$71K – – –
PCM
113
Prelude Capital Management
New York
$52K +$51.7K +2,400 New
PAM
114
Panagora Asset Management
Massachusetts
$43K – – –
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$30.8K +$1.36K +63 +5%
FBT
116
Founders Bank & Trust
Michigan
$25K – – –
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$23K -$194 -9 -0.8%
BlackRock
118
BlackRock
New York
$21K – – –
Wells Fargo
119
Wells Fargo
California
$20K -$205K -9,528 -91%
TRCT
120
Tower Research Capital (TRC)
New York
$20K +$20K +927 New
U
121
UBS
Switzerland
$19K -$44.6K -2,067 -70%
FWM
122
Focused Wealth Management
New York
$19K – – –
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2K +$1.94K +90 New
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$472 +$2.91K +135 +0.6%
DCM
125
Driehaus Capital Management
Illinois
– -$2.32M -103,896 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2014, worth a combined $532M — down 3.6% from $552M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.

  • 124 institutional investors held Powell Industries (POWL) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $532M of Powell Industries stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest Powell Industries buyer in Q1 2014 was Schroder Investment Management Group, an estimated $16.4M added.
  • The largest Powell Industries seller in Q1 2014 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2014.