Powell Industries
POWL
123 hedge funds and large institutions have $552M invested in Powell Industries in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $501M → $552M (+$50.8M)
9% more funds holding
Funds holding: 113 → 123 (+10)
7% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.19M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$3.76M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.74M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$2M |
| 5 |
Bank of New York Mellon
New York
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$13.1M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$1.62M |
| 3 |
Morgan Stanley
New York
|
-$1.49M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.47M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QIM
126
Quest Investment Management
Lake Oswego,
Oregon
| – | -$403K | -19,710 | Closed |
|
127
ProShare Advisors
Bethesda,
Maryland
| – | -$371K | -18,138 | Closed |
|
|
ARTA
128
A.R.T. Advisors
New York
| – | -$249K | -12,189 | Closed |
|
|
ZCM
129
Zebra Capital Management
Stamford,
Connecticut
| – | -$221K | -10,797 | Closed |
|
|
PCM
130
Prelude Capital Management
New York
| – | -$11K | -540 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$7K | -336 | Closed |
|
POWL Hedge Fund Activity: Q4 2013 in Review
123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2013, worth a combined $552M — up 10% from $501M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new POWL positions and 8 closed out — a net gain of 10 holders — while 45 added to existing stakes and 42 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $9.19M. The largest seller was Royce & Associates, cutting an estimated $13.1M.
- 123 institutional investors held Powell Industries (POWL) as of Q4 2013, up from 113 in Q3 2013.
- Funds reported $552M of Powell Industries stock for Q4 2013, up 10% quarter-over-quarter.
- 18 funds opened new Powell Industries positions in Q4 2013 and 8 closed out, a net change of +10 holders.
- The largest Powell Industries buyer in Q4 2013 was Deutsche Bank, an estimated $9.19M added.
- The largest Powell Industries seller in Q4 2013 was Royce & Associates, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2013.