Powell Industries
POWL
121 hedge funds and large institutions have $549M invested in Powell Industries in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 15 closing their positions.
4% more call options, than puts
Call options by funds: $346K | Put options by funds: $333K
3% more capital invested
Capital invested by funds: $532M → $549M (+$17.6M)
2% less funds holding
Funds holding: 124 → 121 (-3)
14% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 44
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
Top Buyers
| 1 |
PP
Peconic Partners
New York
|
+$9.98M |
| 2 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$8.31M |
| 3 |
Bank of New York Mellon
New York
|
+$7.48M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$4.97M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$3.78M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Millennium Management
New York
| – | -$662K | -30,654 | Closed |
|
127
D.E. Shaw & Co
New York
| – | -$534K | -24,726 | Closed |
|
|
TC
128
TFS Capital
West Chester,
Pennsylvania
| – | -$478K | -22,107 | Closed |
|
129
Wellington Management Group
Boston,
Massachusetts
| – | -$324K | -15,000 | Closed |
|
|
IAM
130
Impax Asset Management
Portsmouth,
New Hampshire
| – | -$316K | -14,622 | Closed |
|
|
SO
131
STRS Ohio
Columbus,
Ohio
| – | -$266K | -12,300 | Closed |
|
132
Nomura Holdings
Tokyo,
Japan
| – | -$256K | -11,910 | Closed |
|
133
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$250K | -11,580 | Closed |
|
|
BC
134
Burney Company
Reston,
Virginia
| – | -$235K | -10,878 | Closed |
|
135
SG Americas Securities
New York
| – | -$207K | -9,585 | Closed |
|
|
TRCT
136
Tower Research Capital (TRC)
New York
| – | -$20K | -927 | Closed |
|
POWL Hedge Fund Activity: Q2 2014 in Review
121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2014, worth a combined $549M — up 3.3% from $532M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of POWL and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 38 added.
The largest buyer was Peconic Partners, adding an estimated $9.98M. The largest seller was Fidelity Investments, cutting an estimated $11.6M.
- 121 institutional investors held Powell Industries (POWL) as of Q2 2014, down from 124 in Q1 2014.
- Funds reported $549M of Powell Industries stock for Q2 2014, up 3.3% quarter-over-quarter.
- 12 funds opened new Powell Industries positions in Q2 2014 and 15 closed out, a net change of -3 holders.
- The largest Powell Industries buyer in Q2 2014 was Peconic Partners, an estimated $9.98M added.
- The largest Powell Industries seller in Q2 2014 was Fidelity Investments, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2014.