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Powell Industries
POWL

119 hedge funds and large institutions have $292M invested in Powell Industries in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 116 → 119 (+3)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0% more capital invested

Capital invested by funds: $291M → $292M (+$1.11M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
45
Reduced
41
Closed
9
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

1
UONDDL
University of Notre Dame du Lac
Indiana
+$2.17M
2
Millennium Management
Millennium Management
New York
+$1.84M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.47M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$1.38M
5
BFA
BlackRock Fund Advisors
California
+$1.13M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$5.88M
2
FHC
First Houston Capital
Texas
-$4.64M
3
NI
Numeric Investors
Massachusetts
-$1.42M
4
VDBMI
Van Den Berg Management I
Texas
-$1.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
101
BlackRock
New York
$89K -$84K -6,588 -50%
MCM
102
McKinley Capital Management
Alaska
$73K +$70K +5,490 New
MSA
103
Mason Street Advisors
Wisconsin
$70K +$1.68K +132 +3%
UBS Group
104
UBS Group
Switzerland
$61K +$25.7K +2,013 +79%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$48.1K -$57.9K -4,539 -56%
PI
106
PineBridge Investments
New York
$44K +$2.03K +159 +5%
VCM
107
Versant Capital Management
Arizona
$37K -$344 -27 -1%
Barclays
108
Barclays
United Kingdom
$19K -$7.23K -567 -28%
MA
109
MUFG Americas
New York
$13K -$6.12K -480 -34%
LIA
110
LS Investment Advisors
Michigan
$13K – – –
FWM
111
Focused Wealth Management
New York
$12K – – –
Walleye Trading
112
Walleye Trading
New York
$12K +$11.5K +900 New
SWA
113
Sutton Wealth Advisors
Florida
$5.97K – – –
TCIM
114
TIAA CREF Investment Management
New York
$1.05K -$16.6K -1,305 -2%
GAM
115
Gemmer Asset Management
California
$1K – – –
GT
116
Glenmede Trust
Pennsylvania
$1K +$1.19K +93 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$397 – – –
FHC
118
First Houston Capital
Texas
– -$4.64M -354,012 Closed
ERSOT
119
Employees Retirement System of Texas
Texas
– -$901K -68,700 Closed
DCM
120
Dupont Capital Management
Delaware
– -$603K -46,008 Closed
AG
121
Algert Global
California
– -$207K -15,783 Closed
PCM
122
Prelude Capital Management
New York
– -$107K -8,157 Closed
AA
123
Apriem Advisors
California
– -$63K -4,800 Closed
Teacher Retirement System of Texas
124
Teacher Retirement System of Texas
Texas
– -$51K -3,912 Closed
CFA
125
Carroll Financial Associates
North Carolina
– -$6K -510 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q3 2016 in Review

119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2016, worth a combined $292M — up 0.38% from $291M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 9 closed out — a net gain of 4 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was University of Notre Dame du Lac, opening a new position worth an estimated $2.17M. The largest seller was Rutabaga Capital Management, cutting an estimated $5.88M.

  • 119 institutional investors held Powell Industries (POWL) as of Q3 2016, up from 116 in Q2 2016.
  • Funds reported $292M of Powell Industries stock for Q3 2016, up 0.38% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q3 2016 and 9 closed out, a net change of +4 holders.
  • The largest Powell Industries buyer in Q3 2016 was University of Notre Dame du Lac, an estimated $2.17M added.
  • The largest Powell Industries seller in Q3 2016 was Rutabaga Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2016.