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Powell Industries
POWL

101 hedge funds and large institutions have $184M invested in Powell Industries in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

3.97% less ownership

Funds ownership: 195.89% → 191.93% (-4%)

6% less funds holding

Funds holding: 107 → 101 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $271M → $184M (-$87.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
31
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.91M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.19M
3
BlackRock
BlackRock
New York
+$1.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$887K
5
Franklin Resources
Franklin Resources
California
+$702K

Top Sellers

1
CM
Crestline Management
Texas
-$3.37M
2
HP
Harvey Partners
New York
-$2.86M
3
Boston Partners
Boston Partners
Massachusetts
-$2.42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.08M
5
OAM
Oberweis Asset Management
Illinois
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
101
Oberweis Asset Management
Illinois
– -$743K -61,500 Closed
SRAM
102
Stone Ridge Asset Management
New York
– -$516K -42,651 Closed
BFM
103
Boothbay Fund Management
New York
– -$465K -38,439 Closed
GIP
104
Granite Investment Partners
California
– -$418K -34,665 Closed
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
– -$288K -23,850 Closed
CGH
106
Crossmark Global Holdings
Texas
– -$288K -23,799 Closed
GC
107
Guggenheim Capital
Illinois
– -$285K -23,580 Closed
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
– -$270K -22,305 Closed
AllianceBernstein
109
AllianceBernstein
Tennessee
– -$239K -19,800 Closed
RC
110
RBF Capital
California
– -$232K -19,200 Closed
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
– -$221K -18,279 Closed
Public Sector Pension Investment Board (PSP Investments)
112
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$213K -17,649 Closed
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
– -$122K -10,119 Closed
Federated Hermes
114
Federated Hermes
Pennsylvania
– -$20K -1,692 Closed
JA
115
JOYN Advisors
Georgia
– -$5.8K -585 -97%
GWS
116
Glassman Wealth Services
Virginia
– -$1K -78 Closed
MOS
117
MGO One Seven
Ohio
– +$297 +30 New
PFBT
118
Parkside Financial Bank & Trust
Missouri
– +$297 +30 New
1 2 3 4
5

POWL Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2018, worth a combined $184M — down 32% from $271M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of POWL and 13 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 31 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $3.91M. The largest seller was Crestline Management, exiting entirely with an estimated $3.37M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q4 2018, down from 107 in Q3 2018.
  • Funds reported $184M of Powell Industries stock for Q4 2018, down 32% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2018 and 19 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $3.91M added.
  • The largest Powell Industries seller in Q4 2018 was Crestline Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2018.