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Powell Industries
POWL

107 hedge funds and large institutions have $271M invested in Powell Industries in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

4% more capital invested

Capital invested by funds: $262M → $271M (+$9.61M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 196.66% → 195.89% (-0.77%)

5% less funds holding

Funds holding: 113 → 107 (-6)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $181K

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
13
Calls
–
Puts
$181K
Net Calls
-$181K
Net Calls Change
+$745K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.53M
2
CM
Crestline Management
Texas
+$1.71M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.55M
4
BlackRock
BlackRock
New York
+$989K
5
OAM
Oberweis Asset Management
Illinois
+$763K

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.8M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$969K
3
KCM
Kennedy Capital Management
Missouri
-$855K
4
Two Sigma Investments
Two Sigma Investments
New York
-$589K
5
Deutsche Bank
Deutsche Bank
Germany
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
101
Bray Capital Advisors
Florida
$5K +$5.44K +438 New
GAM
102
Gemmer Asset Management
California
$2K – – –
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$2K – – –
GWS
105
Glassman Wealth Services
Virginia
$1K – – –
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
– -$6.8M -585,714 Closed
KCM
107
Kennedy Capital Management
Missouri
– -$855K -73,614 Closed
Two Sigma Investments
108
Two Sigma Investments
New York
– -$589K -50,733 Closed
Wolverine Trading
109
Wolverine Trading
Illinois
– -$211K -23,586 Closed
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$273K -23,529 Closed
Citadel Advisors
111
Citadel Advisors
Florida
– -$270K -23,229 Closed
CS
112
Credit Suisse
Switzerland
– -$243K -20,964 Closed
SG Americas Securities
113
SG Americas Securities
New York
– -$143K -12,333 Closed
PIA
114
Piedmont Investment Advisors
North Carolina
– -$71K -6,099 Closed
RQS
115
Ramsey Quantitative Systems
Kentucky
– -$56K -4,827 Closed
FWM
116
Focused Wealth Management
New York
– -$10K -900 Closed
Parallax Volatility Advisers
117
Parallax Volatility Advisers
California
– -$6.29K -507 Closed
MAM
118
Meeder Asset Management
Ohio
– -$1.92K -165 Closed
CIR
119
Clear Investment Research
Georgia
– +$372 +30 New
CAG
120
Csenge Advisory Group
Florida
– +$372 +30 New
1 2 3 4
5

POWL Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2018, worth a combined $271M — up 3.7% from $262M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of POWL and 9 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 43 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.53M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $6.8M sold.

  • 107 institutional investors held Powell Industries (POWL) as of Q3 2018, down from 113 in Q2 2018.
  • Funds reported $271M of Powell Industries stock for Q3 2018, up 3.7% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2018 and 13 closed out, a net change of -4 holders.
  • The largest Powell Industries buyer in Q3 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $2.53M added.
  • The largest Powell Industries seller in Q3 2018 was T. Rowe Price Associates, an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2018.