Powell Industries
POWL
121 hedge funds and large institutions have $278M invested in Powell Industries in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.
187.2% more ownership
Funds ownership: 0% → 187.2% (+187%)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
15% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 40
2% more funds holding
Funds holding: 119 → 121 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $292M → $278M (-$13.9M)
5% less call options, than puts
Call options by funds: $433K | Put options by funds: $456K
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$8.73M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.69M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.11M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.98M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
126
Gotham Asset Management
New York
| – | -$202K | -15,135 | Closed |
|
127
Walleye Trading
New York
| – | -$12K | -900 | Closed |
|
|
GT
128
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -93 | Closed |
|
|
QCG
129
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$793 | -60 | -83% |
|
|
PFBT
130
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$277 | +21 | New |
|
POWL Hedge Fund Activity: Q4 2016 in Review
121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2016, worth a combined $278M — down 4.8% from $292M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new POWL positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 40 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $8.73M. The largest seller was Rutabaga Capital Management, cutting an estimated $13.4M.
- 121 institutional investors held Powell Industries (POWL) as of Q4 2016, up from 119 in Q3 2016.
- Funds reported $278M of Powell Industries stock for Q4 2016, down 4.8% quarter-over-quarter.
- 13 funds opened new Powell Industries positions in Q4 2016 and 10 closed out, a net change of +3 holders.
- The largest Powell Industries buyer in Q4 2016 was JP Morgan Chase, an estimated $8.73M added.
- The largest Powell Industries seller in Q4 2016 was Rutabaga Capital Management, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2016.