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Powell Industries
POWL

110 hedge funds and large institutions have $415M invested in Powell Industries in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $348M → $415M (+$67.5M)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more funds holding

Funds holding: 103 → 110 (+7)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rutabaga Capital Management
Massachusetts
+$19.1M
2
Norges Bank
Norges Bank
Norway
+$6.7M
3
TAM
THB Asset Management
Connecticut
+$3.5M
4
BFA
BlackRock Fund Advisors
California
+$2.52M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.74M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.83M
3
KCM
Kennedy Capital Management
Missouri
-$5.62M
4
HA
Heartland Advisors
Wisconsin
-$3.16M
5
SC
Skylands Capital
Wisconsin
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
101
Founders Bank & Trust
Michigan
$19K – – –
BlackRock
102
BlackRock
New York
$15K – – –
FWM
103
Focused Wealth Management
New York
$15K – – –
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$14K -$2.45K -165 -16%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$13K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$12K -$38.2K -2,574 -78%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$1K – – –
GAM
108
Gemmer Asset Management
California
$1K +$1.02K +69 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309 -$6.32K -426 -2%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
– -$7.83M -574,986 Closed
HA
111
Heartland Advisors
Wisconsin
– -$3.16M -231,987 Closed
SC
112
Skylands Capital
Wisconsin
– -$2.35M -172,650 Closed
WRF
113
Waddell & Reed Financial
Kansas
– -$1.62M -119,094 Closed
VFA
114
Virtus Fund Advisers
Connecticut
– -$1.6M -117,657 Closed
Renaissance Technologies
115
Renaissance Technologies
New York
– -$850K -62,400 Closed
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
– -$221K -16,200 Closed
CCMH
117
Cornerstone Capital Management Holdings
New York
– -$176K -12,900 Closed
QT
118
Quantbot Technologies
New York
– -$85K -6,300 Closed
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
– -$45.1K -3,312 Closed
FHC
120
First Houston Capital
Texas
– -$4K -300 Closed
BRWA
121
B. Riley Wealth Advisors
Florida
– +$134 +9 New
1 2 3 4
5

POWL Hedge Fund Activity: Q4 2014 in Review

110 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2014, worth a combined $415M — up 19% from $348M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new POWL positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $19.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.4M.

  • 110 institutional investors held Powell Industries (POWL) as of Q4 2014, up from 103 in Q3 2014.
  • Funds reported $415M of Powell Industries stock for Q4 2014, up 19% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q4 2014 and 11 closed out, a net change of +8 holders.
  • The largest Powell Industries buyer in Q4 2014 was Rutabaga Capital Management, an estimated $19.1M added.
  • The largest Powell Industries seller in Q4 2014 was Bank of New York Mellon, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2014.