We are live on ! Find out more
POWL icon

Powell Industries
POWL

99 hedge funds and large institutions have $282M invested in Powell Industries in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

10% less funds holding

Funds holding: 110 → 99 (-11)

32% less capital invested

Capital invested by funds: $415M → $282M (-$133M)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
99
Holders Change
-11
Holders Change %
-10%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
40
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.2M
2
RCM
Rutabaga Capital Management
Massachusetts
+$6.52M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$5.92M
4
PP
Prospector Partners
Connecticut
+$1.98M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$12.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.29M
3
Artisan Partners
Artisan Partners
Wisconsin
-$4.7M
4
RFC
Russell Frank Company
Washington
-$3.17M
5
SCM
Signia Capital Management
Washington
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Signia Capital Management
Washington
– -$2.24M -136,773 Closed
TC
102
TFS Capital
Pennsylvania
– -$670K -40,935 Closed
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
– -$441K -26,937 Closed
CAM
104
Capstone Asset Management
Texas
– -$276K -16,899 Closed
LSERS
105
Louisiana State Employees Retirement System
Louisiana
– -$226K -13,800 Closed
WAM
106
Wolverine Asset Management
Illinois
– -$223K -13,680 Closed
CIM
107
CIM Investment Management
Pennsylvania
– -$218K -13,347 Closed
UBS AM
108
UBS AM
Illinois
– -$206K -12,600 Closed
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
– -$203K -12,432 Closed
SG Americas Securities
110
SG Americas Securities
New York
– -$120K -7,311 Closed
TC
111
TradeLink Capital
Illinois
– -$64K -3,900 Closed
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
– -$13K -900 Closed
GAM
113
Gemmer Asset Management
California
– -$1K -69 Closed
1 2 3 4
5

POWL Hedge Fund Activity: Q1 2015 in Review

99 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2015, worth a combined $282M — down 32% from $415M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 6 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 40 added.

The largest buyer was Fidelity Investments, adding an estimated $11.2M. The largest seller was Franklin Resources, cutting an estimated $12.9M.

  • 99 institutional investors held Powell Industries (POWL) as of Q1 2015, down from 110 in Q4 2014.
  • Funds reported $282M of Powell Industries stock for Q1 2015, down 32% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q1 2015 and 15 closed out, a net change of -9 holders.
  • The largest Powell Industries buyer in Q1 2015 was Fidelity Investments, an estimated $11.2M added.
  • The largest Powell Industries seller in Q1 2015 was Franklin Resources, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2015.