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Powell Industries
POWL

121 hedge funds and large institutions have $235M invested in Powell Industries in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $185M → $235M (+$49.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 198.92% → 204.28% (+5.4%)

3% more funds holding

Funds holding: 118 → 121 (+3)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.06M
2
Morgan Stanley
Morgan Stanley
New York
+$2.8M
3
VDBMI
Van Den Berg Management I
Texas
+$1.85M
4
BlackRock
BlackRock
New York
+$1.54M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.35M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$2.1M
2
MSL
Mackay Shields LLC
New York
-$1.11M
3
N
Nuveen
North Carolina
-$667K
4
MAM
Martingale Asset Management
Massachusetts
-$638K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
MDCM
101
Morgan Dempsey Capital Management
Wisconsin
$58K +$16.1K +1,806 +44%
Lazard Asset Management
102
Lazard Asset Management
New York
$51K -$39.7K -4,458 -46%
MOACM
103
Mutual of America Capital Management
New York
$32K +$935 +105 +3%
AIP
104
Ameritas Investment Partners
Nebraska
$24K – – –
ASN
105
Advisory Services Network
Georgia
$15K – – –
VCG
106
Vantage Consulting Group
Virginia
$15K +$13.4K +1,506 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$13K -$1.04K -117 -8%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$12K +$10.9K +1,221 New
FWM
109
Focused Wealth Management
New York
$9K – – –
MAM
110
Meeder Asset Management
Ohio
$7K +$1.5K +168 +29%
US Bancorp
111
US Bancorp
Minnesota
$6K -$4.01K -450 -43%
SWA
112
Sutton Wealth Advisors
Florida
$5.01K – – –
HIA
113
Harbor Investment Advisory
Maryland
$4K – – –
HGWM
114
Harvest Group Wealth Management
Massachusetts
$1K – – –
Osaic Holdings
115
Osaic Holdings
Arizona
$1K – – –
PWPS
116
Pinnacle Wealth Planning Services
Ohio
$1K +$481 +54 New
PFBT
117
Parkside Financial Bank & Trust
Missouri
$1K +$881 +99 +254%
AIG
118
American International Group
New York
$178 -$4.03K -453 -2%
HA
119
Heartland Advisors
Wisconsin
– -$2.1M -261,465 Closed
Swiss National Bank
120
Swiss National Bank
Switzerland
– -$509K -63,300 Closed
TI
121
Trexquant Investment
Connecticut
– -$387K -48,174 Closed
Victory Capital Management
122
Victory Capital Management
Texas
– -$381K -47,313 Closed
CPO
123
Cerity Partners OCIO
New York
– -$282K -35,013 Closed
OSAM
124
O'Shaughnessy Asset Management
Connecticut
– -$231K -28,647 Closed
MIM
125
MetLife Investment Management
New Jersey
– -$106K -13,212 Closed
2 3 4
5
6

POWL Hedge Fund Activity: Q4 2020 in Review

121 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2020, worth a combined $235M — up 27% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 12 closed out — a net gain of 3 holders — while 38 added to existing stakes and 50 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Heartland Advisors, exiting entirely with an estimated $2.1M sold.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $235M of Powell Industries stock for Q4 2020, up 27% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2020 and 12 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $3.06M added.
  • The largest Powell Industries seller in Q4 2020 was Heartland Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.