Powell Industries
POWL
94 hedge funds and large institutions have $287M invested in Powell Industries in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
2% more capital invested
Capital invested by funds: $282M → $287M (+$5.19M)
5% less funds holding
Funds holding: 99 → 94 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$2.13M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.12M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$995K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$993K |
| 5 |
SCM
Signia Capital Management
Spokane,
Washington
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$4.09M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.63M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$2.53M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.48M |
| 5 |
RA
Royce & Associates
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZCM
101
Zebra Capital Management
Stamford,
Connecticut
| – | -$244K | -21,720 | Closed |
|
102
Public Employees Retirement Association of Colorado
Denver,
Colorado
| – | -$74K | -6,579 | Closed |
|
|
ONB
103
Old National Bancorp
Evansville,
Indiana
| – | -$13K | -1,152 | Closed |
|
|
PAM
104
Panagora Asset Management
Boston,
Massachusetts
| – | -$12K | -1,041 | Closed |
|
POWL Hedge Fund Activity: Q2 2015 in Review
94 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2015, worth a combined $287M — up 1.8% from $282M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of POWL and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 38 added.
The largest buyer was Russell Frank Company, adding an estimated $2.13M. The largest seller was THB Asset Management, cutting an estimated $4.09M.
- 94 institutional investors held Powell Industries (POWL) as of Q2 2015, down from 99 in Q1 2015.
- Funds reported $287M of Powell Industries stock for Q2 2015, up 1.8% quarter-over-quarter.
- 5 funds opened new Powell Industries positions in Q2 2015 and 10 closed out, a net change of -5 holders.
- The largest Powell Industries buyer in Q2 2015 was Russell Frank Company, an estimated $2.13M added.
- The largest Powell Industries seller in Q2 2015 was THB Asset Management, an estimated $4.09M sold.
Based on aggregated 13F filings for Q2 2015.