Powell Industries
POWL
99 hedge funds and large institutions have $217M invested in Powell Industries in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 13 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 29
1.75% less ownership
Funds ownership: 191.34% → 189.59% (-1.8%)
6% less funds holding
Funds holding: 105 → 99 (-6)
7% less capital invested
Capital invested by funds: $233M → $217M (-$16.6M)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.16M |
| 2 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
+$2.61M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.44M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.25M |
| 5 |
Renaissance Technologies
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.8M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.27M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.79M |
| 4 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
-$1.69M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
101
Putnam Investments
Boston,
Massachusetts
| – | -$407K | -38,151 | Closed |
|
|
ZIM
102
Zacks Investment Management
Chicago,
Illinois
| – | -$248K | -23,277 | Closed |
|
|
TC
103
TFS Capital
West Chester,
Pennsylvania
| – | -$226K | -21,201 | Closed |
|
104
First Trust Advisors
Wheaton,
Illinois
| – | -$219K | -20,499 | Closed |
|
105
AllianceBernstein
Nashville,
Tennessee
| – | -$205K | -19,200 | Closed |
|
|
TPSF
106
Texas Permanent School Fund
Austin,
Texas
| – | -$200K | -18,774 | Closed |
|
|
OSAM
107
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$167K | -15,672 | Closed |
|
108
Pacer Advisors
Malvern,
Pennsylvania
| – | -$16K | -1,476 | Closed |
|
109
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1.01K | -99 | -75% |
|
110
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$305 | +30 | New |
|
POWL Hedge Fund Activity: Q3 2017 in Review
99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2017, worth a combined $217M — down 7.1% from $233M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of POWL and 7 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 48 added.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $6.16M. The largest seller was Fidelity Investments, cutting an estimated $10.8M.
- 99 institutional investors held Powell Industries (POWL) as of Q3 2017, down from 105 in Q2 2017.
- Funds reported $217M of Powell Industries stock for Q3 2017, down 7.1% quarter-over-quarter.
- 7 funds opened new Powell Industries positions in Q3 2017 and 13 closed out, a net change of -6 holders.
- The largest Powell Industries buyer in Q3 2017 was T. Rowe Price Associates, an estimated $6.16M added.
- The largest Powell Industries seller in Q3 2017 was Fidelity Investments, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2017.