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Powell Industries
POWL

112 hedge funds and large institutions have $286M invested in Powell Industries in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

71% more call options, than puts

Call options by funds: $266K | Put options by funds: $156K

45% more capital invested

Capital invested by funds: $197M → $286M (+$88.6M)

14.97% more ownership

Funds ownership: 180.44% → 195.41% (+15%)

11% more funds holding

Funds holding: 101 → 112 (+11)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
32
Reduced
29
Closed
7
Calls
$266K
Puts
$156K
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.82M
2
N
Nuveen
North Carolina
+$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M
4
BlackRock
BlackRock
New York
+$1.16M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$915K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.65M
2
PI
Putnam Investments
Massachusetts
-$1.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.04M
4
BCM
Bridgeway Capital Management
Texas
-$989K
5
ERSOT
Employees Retirement System of Texas
Texas
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
101
Focused Wealth Management
New York
$11K – – –
LIA
102
LS Investment Advisors
Michigan
$9K – – –
EIP
103
Ellis Investment Partners
Pennsylvania
$9K +$8.52K +765 New
Federated Hermes
104
Federated Hermes
Pennsylvania
$8K +$6.68K +600 New
SWA
105
Sutton Wealth Advisors
Florida
$7.41K – – –
BCA
106
Bray Capital Advisors
Florida
$3K -$3.91K -351 -57%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3K – – –
GAM
108
Gemmer Asset Management
California
$2K – – –
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$2K – – –
PI
110
PEAK6 Investments
Illinois
$1K +$1K +90 New
GT
111
Glenmede Trust
Pennsylvania
$4 – – –
PI
112
Putnam Investments
Massachusetts
– -$1.07M -120,810 Closed
Goldman Sachs
113
Goldman Sachs
New York
– -$1.04M -117,108 Closed
PI
114
PineBridge Investments
New York
– -$229K -25,887 Closed
SG Americas Securities
115
SG Americas Securities
New York
– -$165K -18,636 Closed
FIA
116
FNY Investment Advisers
New York
– -$57K -6,516 Closed
TRCT
117
Tower Research Capital (TRC)
New York
– -$23K -2,610 Closed
WAM
118
Wealthspire Advisors (Maryland)
Maryland
– -$1K -126 Closed
1 2 3 4
5

POWL Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2019, worth a combined $286M — up 45% from $197M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $2.82M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.65M.

  • 112 institutional investors held Powell Industries (POWL) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $286M of Powell Industries stock for Q2 2019, up 45% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q2 2019 and 7 closed out, a net change of +14 holders.
  • The largest Powell Industries buyer in Q2 2019 was Brandywine Global Investment Management, an estimated $2.82M added.
  • The largest Powell Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.