Powell Industries
POWL
105 hedge funds and large institutions have $233M invested in Powell Industries in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
1.2% less ownership
Funds ownership: 192.54% → 191.34% (-1.2%)
2% less funds holding
Funds holding: 107 → 105 (-2)
8% less capital invested
Capital invested by funds: $252M → $233M (-$19M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
101
Gemmer Asset Management
Walnut Creek,
California
| $1K | – | – | – |
|
|
MAM
102
Meeder Asset Management
Dublin,
Ohio
| $1K | +$800 | +72 | New |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$800 | +72 | +120% |
|
104
Norges Bank
Oslo,
Norway
| – | -$3.42M | -297,909 | Closed |
|
|
MC
105
Menta Capital
San Francisco,
California
| – | -$333K | -28,971 | Closed |
|
106
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| – | -$212K | -18,504 | Closed |
|
|
CG
107
Cutler Group
San Francisco,
California
| – | -$12K | -1,089 | Closed |
|
|
M
108
MOTCO
San Antonio,
Texas
| – | -$10K | -900 | Closed |
|
|
MCM
109
McKinley Capital Management
Anchorage,
Alaska
| – | -$9K | -810 | Closed |
|
|
MA
110
MUFG Americas
New York
| – | -$5K | -465 | Closed |
|
111
AssetMark Inc
Concord,
California
| – | -$1K | -120 | Closed |
|
112
SEI Investments
Oaks,
Pennsylvania
| – | +$33 | +3 | New |
|
POWL Hedge Fund Activity: Q2 2017 in Review
105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2017, worth a combined $233M — down 7.5% from $252M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of POWL and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 40 added.
The largest buyer was Heartland Advisors, adding an estimated $4.82M. The largest seller was Numeric Investors, cutting an estimated $3.59M.
- 105 institutional investors held Powell Industries (POWL) as of Q2 2017, down from 107 in Q1 2017.
- Funds reported $233M of Powell Industries stock for Q2 2017, down 7.5% quarter-over-quarter.
- 6 funds opened new Powell Industries positions in Q2 2017 and 8 closed out, a net change of -2 holders.
- The largest Powell Industries buyer in Q2 2017 was Heartland Advisors, an estimated $4.82M added.
- The largest Powell Industries seller in Q2 2017 was Numeric Investors, an estimated $3.59M sold.
Based on aggregated 13F filings for Q2 2017.