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Powell Industries
POWL

103 hedge funds and large institutions have $348M invested in Powell Industries in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 121 → 103 (-18)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

37% less capital invested

Capital invested by funds: $549M → $348M (-$202M)

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
103
Holders Change
-18
Holders Change %
-14.88%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$31M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$7.38M
4
KCM
Kennedy Capital Management
Missouri
+$6.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.02M

Top Sellers

1
PP
Peconic Partners
New York
-$10.9M
2
AAM
ACK Asset Management
Connecticut
-$8.6M
3
WRF
Waddell & Reed Financial
Kansas
-$8.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.42M
5
RA
Royce & Associates
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
101
First Houston Capital
Texas
$4K +$5.59K +300 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263 +$7.66K +411 +2%
PP
104
Peconic Partners
New York
– -$10.9M -501,663 Closed
AAM
105
ACK Asset Management
Connecticut
– -$8.6M -394,557 Closed
DGHMC
106
Dalton, Greiner, Hartman, Maher & Co
New York
– -$5.34M -245,196 Closed
Lord, Abbett & Co
107
Lord, Abbett & Co
New Jersey
– -$3.17M -145,485 Closed
JP Morgan Chase
108
JP Morgan Chase
New York
– -$2.95M -135,264 Closed
MFIMFI
109
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$2.39M -109,530 Closed
MPAM
110
Monarch Partners Asset Management
Massachusetts
– -$2.15M -98,460 Closed
1CM
111
1492 Capital Management
Wisconsin
– -$968K -44,439 Closed
Two Sigma Advisers
112
Two Sigma Advisers
New York
– -$779K -35,724 Closed
BMCMI
113
Bryn Mawr Capital Management Inc
Pennsylvania
– -$751K -34,449 Closed
CAM
114
Cortina Asset Management
Wisconsin
– -$652K -29,916 Closed
Two Sigma Investments
115
Two Sigma Investments
New York
– -$435K -19,977 Closed
LM
116
Luminus Management
Texas
– -$341K -15,669 Closed
SC
117
Spitfire Capital
California
– -$336K -15,435 Closed
B
118
Baird
Wisconsin
– -$321K -14,727 Closed
ProShare Advisors
119
ProShare Advisors
Maryland
– -$317K -14,529 Closed
HIMCH
120
Hartford Investment Management Co (HIMCO)
Connecticut
– -$286K -13,140 Closed
LSERS
121
Louisiana State Employees Retirement System
Louisiana
– -$281K -12,900 Closed
UBS AM
122
UBS AM
Illinois
– -$275K -12,600 Closed
HCM
123
Hodges Capital Management
Texas
– -$262K -12,000 Closed
Natixis Advisors
124
Natixis Advisors
Massachusetts
– -$240K -10,998 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$213K -9,759 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q3 2014 in Review

103 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2014, worth a combined $348M — down 37% from $549M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of POWL and 9 opened new positions — a net loss of 18 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $31M. The largest seller was Peconic Partners, exiting entirely with an estimated $10.9M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q3 2014, down from 121 in Q2 2014.
  • Funds reported $348M of Powell Industries stock for Q3 2014, down 37% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2014 and 27 closed out, a net change of -18 holders.
  • The largest Powell Industries buyer in Q3 2014 was Artisan Partners, an estimated $31M added.
  • The largest Powell Industries seller in Q3 2014 was Peconic Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2014.