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Powell Industries
POWL

121 hedge funds and large institutions have $549M invested in Powell Industries in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $346K | Put options by funds: $333K

3% more capital invested

Capital invested by funds: $532M → $549M (+$17.6M)

2% less funds holding

Funds holding: 124 → 121 (-3)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
44
Closed
15
Calls
$346K
Puts
$333K
Net Calls
+$13K
Net Calls Change
+$110K

Top Buyers

1
PP
Peconic Partners
New York
+$9.98M
2
AAM
ACK Asset Management
Connecticut
+$8.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.48M
4
Norges Bank
Norges Bank
Norway
+$4.97M
5
TAM
THB Asset Management
Connecticut
+$3.78M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
2
VDBMI
Van Den Berg Management I
Texas
-$3.84M
3
SB
Suntrust Banks
Georgia
-$2.53M
4
RFC
Russell Frank Company
Washington
-$2.41M
5
BFA
BlackRock Fund Advisors
California
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$213K +$206K +9,759 New
GCP
102
GSA Capital Partners
United Kingdom
$212K +$205K +9,714 New
Citigroup
103
Citigroup
New York
$185K -$31.6K -1,500 -15%
Bank of America
104
Bank of America
North Carolina
$165K -$245K -11,628 -61%
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$143K – – –
Barclays
106
Barclays
United Kingdom
$113K -$18.6K -882 -15%
PI
107
PineBridge Investments
New York
$93K -$55.6K -2,640 -38%
MSA
108
Mason Street Advisors
Wisconsin
$76K +$2.21K +105 +3%
Canada Life
109
Canada Life
Manitoba, Canada
$72K – – –
ST
110
Spot Trading
Illinois
$66K -$26.5K -1,257 -29%
Wells Fargo
111
Wells Fargo
California
$53K +$32K +1,521 +166%
U
112
UBS
Switzerland
$46K +$26.2K +1,242 +143%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$36.1K +$4.11K +195 +13%
PCM
114
Prelude Capital Management
New York
$26K -$25.3K -1,200 -50%
FBT
115
Founders Bank & Trust
Michigan
$25K – – –
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$23K – – –
FWM
117
Focused Wealth Management
New York
$20K – – –
BlackRock
118
BlackRock
New York
$19K -$1.52K -72 -7%
GSC
119
Ground Swell Capital
South Carolina
$3K +$2.84K +135 New
EWM
120
Evercore Wealth Management
New York
$3K +$3.03K +144 New
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2K – – –
SB
122
Suntrust Banks
Georgia
– -$2.53M -117,198 Closed
SCM
123
Sterling Capital Management
North Carolina
– -$1.04M -47,940 Closed
Jacobs Levy Equity Management
124
Jacobs Levy Equity Management
New Jersey
– -$987K -45,684 Closed
MAM
125
Martingale Asset Management
Massachusetts
– -$882K -40,833 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2014, worth a combined $549M — up 3.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Peconic Partners, adding an estimated $9.98M. The largest seller was Fidelity Investments, cutting an estimated $11.6M.

  • 121 institutional investors held Powell Industries (POWL) as of Q2 2014, down from 124 in Q1 2014.
  • Funds reported $549M of Powell Industries stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 12 funds opened new Powell Industries positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2014 was Peconic Partners, an estimated $9.98M added.
  • The largest Powell Industries seller in Q2 2014 was Fidelity Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2014.