Powell Industries
POWL
133 hedge funds and large institutions have $301M invested in Powell Industries in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
55% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 31
19% more funds holding
Funds holding: 112 → 133 (+21)
5% more capital invested
Capital invested by funds: $286M → $301M (+$15.6M)
4.12% more ownership
Funds ownership: 195.41% → 199.53% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$5.28M |
| 2 |
Millennium Management
New York
|
+$3.77M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.54M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.81M |
| 5 |
BlackRock
New York
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$9.73M |
| 2 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$9.49M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.93M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$959K |
| 5 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$950K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$485 | -39 | -16% |
|
|
BCA
127
Bray Capital Advisors
Naples,
Florida
| $2K | -$1.75K | -141 | -54% |
|
|
GAM
128
Gemmer Asset Management
Walnut Creek,
California
| $2K | – | – | – |
|
129
Zurich Cantonal Bank
Zurich,
Switzerland
| $2K | – | – | – |
|
|
GWAG
130
Garrett Wealth Advisory Group
Weatherford,
Texas
| $1.25K | +$1.2K | +96 | New |
|
|
GT
131
Glenmede Trust
Philadelphia,
Pennsylvania
| $3 | -$747 | -60 | -19% |
|
|
VDBMI
132
Van Den Berg Management I
Austin,
Texas
| – | -$9.49M | -749,214 | Closed |
|
|
ERSOT
133
Employees Retirement System of Texas
Austin,
Texas
| – | -$950K | -75,000 | Closed |
|
134
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$438K | -34,695 | Closed |
|
|
AG
135
Aperio Group
Sausalito,
California
| – | -$134K | -10,560 | Closed |
|
|
PI
136
PEAK6 Investments
Chicago,
Illinois
| – | -$1K | -90 | Closed |
|
|
PHK
137
Point72 Hong Kong
Hong Kong
| – | +$373 | +30 | New |
|
POWL Hedge Fund Activity: Q3 2019 in Review
133 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2019, worth a combined $301M — up 5.5% from $286M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new POWL positions and 5 closed out — a net gain of 21 holders — while 48 added to existing stakes and 31 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $5.28M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $9.73M.
- 133 institutional investors held Powell Industries (POWL) as of Q3 2019, up from 112 in Q2 2019.
- Funds reported $301M of Powell Industries stock for Q3 2019, up 5.5% quarter-over-quarter.
- 26 funds opened new Powell Industries positions in Q3 2019 and 5 closed out, a net change of +21 holders.
- The largest Powell Industries buyer in Q3 2019 was Renaissance Technologies, an estimated $5.28M added.
- The largest Powell Industries seller in Q3 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $9.73M sold.
Based on aggregated 13F filings for Q3 2019.