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Powell Industries
POWL

121 hedge funds and large institutions have $278M invested in Powell Industries in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

187.2% more ownership

Funds ownership: 0% → 187.2% (+187%)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

2% more funds holding

Funds holding: 119 → 121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $292M → $278M (-$13.9M)

5% less call options, than puts

Call options by funds: $433K | Put options by funds: $456K

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
46
Reduced
40
Closed
10
Calls
$433K
Puts
$456K
Net Calls
-$23K
Net Calls Change
-$29K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$8.73M
2
BFA
BlackRock Fund Advisors
California
+$3.69M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.11M
4
KCM
Kennedy Capital Management
Missouri
+$1.98M
5
Ameriprise
Ameriprise
Minnesota
+$1.4M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$13.4M
2
VDBMI
Van Den Berg Management I
Texas
-$4.29M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.16M
4
Northern Trust
Northern Trust
Illinois
-$3.8M
5
UONDDL
University of Notre Dame du Lac
Indiana
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
$110K +$52K +3,936 +86%
BlackRock
102
BlackRock
New York
$92K +$5.35K +405 +6%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$76K +$29.6K +2,244 +62%
MSA
104
Mason Street Advisors
Wisconsin
$73K +$4.28K +324 +6%
Barclays
105
Barclays
United Kingdom
$48K +$29.7K +2,250 +153%
PI
106
PineBridge Investments
New York
$42K – – –
VCM
107
Versant Capital Management
Arizona
$35K -$198 -15 -0.5%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$35K +$36.5K +2,760 New
MCM
109
McKinley Capital Management
Alaska
$26K -$46.4K -3,510 -64%
TRCT
110
Tower Research Capital (TRC)
New York
$22K +$22.2K +1,683 New
FWM
111
Focused Wealth Management
New York
$12K – – –
LIA
112
LS Investment Advisors
Michigan
$12K – – –
M
113
MOTCO
Texas
$12K +$11.9K +900 New
MA
114
MUFG Americas
New York
$6K -$6.34K -480 -51%
CG
115
Cutler Group
California
$6K +$6.46K +489 New
SWA
116
Sutton Wealth Advisors
Florida
$5.81K – – –
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$5K +$4.76K +360 New
GAM
118
Gemmer Asset Management
California
$1K – – –
Arrowstreet Capital
119
Arrowstreet Capital
Massachusetts
– -$4.16M -311,694 Closed
UONDDL
120
University of Notre Dame du Lac
Indiana
– -$2.28M -170,502 Closed
GIP
121
Granite Investment Partners
California
– -$1.65M -123,687 Closed
CEP
122
Chicago Equity Partners
Illinois
– -$926K -69,390 Closed
CIM
123
CIM Investment Management
Pennsylvania
– -$269K -20,166 Closed
CAM
124
Capstone Asset Management
Texas
– -$255K -19,089 Closed
AllianceBernstein
125
AllianceBernstein
Tennessee
– -$216K -16,200 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2016, worth a combined $278M — down 4.8% from $292M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.73M. The largest seller was Rutabaga Capital Management, cutting an estimated $13.4M.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2016, up from 119 in Q3 2016.
  • Funds reported $278M of Powell Industries stock for Q4 2016, down 4.8% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2016 and 10 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2016 was JP Morgan Chase, an estimated $8.73M added.
  • The largest Powell Industries seller in Q4 2016 was Rutabaga Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2016.