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Powell Industries
POWL

124 hedge funds and large institutions have $532M invested in Powell Industries in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

1% more funds holding

Funds holding: 123 → 124 (+1)

4% less capital invested

Capital invested by funds: $552M → $532M (-$19.8M)

29% less call options, than puts

Call options by funds: $233K | Put options by funds: $330K

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
42
Closed
14
Calls
$233K
Puts
$330K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.69M
3
RFC
Russell Frank Company
Washington
+$2.9M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$2.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
KCM
Kennedy Capital Management
Missouri
-$3.74M
3
VDBMI
Van Den Berg Management I
Texas
-$3.73M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.26M
5
HA
Heartland Advisors
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
– -$763K -34,227 Closed
SCA
127
Secor Capital Advisors
New York
– -$689K -30,858 Closed
OAM
128
Oxford Asset Management
United Kingdom
– -$596K -26,706 Closed
GAM
129
Gotham Asset Management
New York
– -$341K -15,270 Closed
ZIM
130
Zacks Investment Management
Illinois
– -$323K -14,469 Closed
SIM
131
Spark Investment Management
New York
– -$286K -12,900 Closed
SCM
132
Stevens Capital Management
Pennsylvania
– -$280K -12,525 Closed
PA
133
Profund Advisors
Maryland
– -$278K -12,444 Closed
KeyBank National Association
134
KeyBank National Association
Ohio
– -$219K -9,825 Closed
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
– -$201K -9,000 Closed
JIR
136
James Investment Research
Ohio
– -$74K -3,300 Closed
HMS
137
Hanseatic Management Services
New Mexico
– -$31K -1,383 Closed
LTFS
138
Ladenburg Thalmann Financial Services
Florida
– -$16K -714 Closed
2 3 4 5
6

POWL Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2014, worth a combined $532M — down 3.6% from $552M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.

  • 124 institutional investors held Powell Industries (POWL) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $532M of Powell Industries stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest Powell Industries buyer in Q1 2014 was Schroder Investment Management Group, an estimated $16.4M added.
  • The largest Powell Industries seller in Q1 2014 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2014.