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Powell Industries

123 hedge funds and large institutions have $216M invested in Powell Industries in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $201M → $216M (+$15.4M)

1.56% more ownership

Funds ownership: 202.43%204% (+1.6%)

2% less funds holding

Funds holding: 125123 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$58K
TRCT
102
Tower Research Capital (TRC)
New York
$57K +$53K +6,234 New
MDCM
103
Morgan Dempsey Capital Management
Wisconsin
$43K -$4.62K -543 -10%
QI
104
QS Investors
New York
$38K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$36K +$17.4K +2,043 +94%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$32K
AIP
107
Ameritas Investment Partners
Nebraska
$22K
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$17.1K -$74.4K -8,757 -82%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$15K -$2.65K -312 -16%
US Bancorp
110
US Bancorp
Minnesota
$13K -$6.35K -747 -34%
MOACM
111
Mutual of America Capital Management
New York
$12K +$1.05K +123 +11%
VCM
112
Versant Capital Management
Arizona
$8K -$2.6K -306 -24%
FWM
113
Focused Wealth Management
New York
$8K
LIA
114
LS Investment Advisors
Michigan
$7K
Federated Hermes
115
Federated Hermes
Pennsylvania
$5K +$1.35K +159 +39%
SWA
116
Sutton Wealth Advisors
Florida
$4.66K
HIA
117
Harbor Investment Advisory
Maryland
$3K
MAM
118
Meeder Asset Management
Ohio
$2K +$1.43K +168 +144%
OPS
119
Orion Portfolio Solutions
Nebraska
$2K +$1.96K +231 New
Osaic Holdings
120
Osaic Holdings
Arizona
$1K -$6.2K -729 -82%
GT
121
Glenmede Trust
Pennsylvania
$1K -$816 -96 -37%
DRZID
122
DePrince Race & Zollo Inc (DRZ)
Florida
-$6.45M -754,176 Closed
1CM
123
1492 Capital Management
Wisconsin
-$1.07M -124,608 Closed
BIM
124
Bogle Investment Management
Massachusetts
-$600K -70,086 Closed
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
-$296K -34,623 Closed

POWL Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2020, worth a combined $216M — up 7.7% from $201M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of POWL and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $6.45M sold.

  • 123 institutional investors held Powell Industries (POWL) as of Q2 2020, down from 125 in Q1 2020.
  • Funds reported $216M of Powell Industries stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 14 funds opened new Powell Industries positions in Q2 2020 and 16 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2020 was Assenagon Asset Management, an estimated $2.34M added.
  • The largest Powell Industries seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $6.45M sold.

Based on aggregated 13F filings for Q2 2020.