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Powell Industries
POWL

Overview Fund Activity

144 hedge funds and large institutions have $386M invested in Powell Industries in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
48
Reduced
49
Closed
13
Calls
$49K
Puts
$294K
Net Calls
-$245K
Net Calls Change
-$245K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.45M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$3.67M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.82M
4
Millennium Management
4
Millennium Management
New York
$10.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.72M

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$15.8M
2
PP
2
Prospector Partners
Connecticut
$1.53M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$5.07M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$3.25M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$40K – – –
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$37K +$33.5K +678 +969%
VCM
128
Versant Capital Management
Arizona
$27K – – –
ASN
129
Advisory Services Network
Georgia
$25K -$54.7K -1,104 -69%
Lazard Asset Management
130
Lazard Asset Management
New York
$24K +$24K +507 New
Federated Hermes
131
Federated Hermes
Pennsylvania
$18K +$1.28K +26 +8%
MOACM
132
Mutual of America Capital Management
New York
$15K -$476 -10 -3%
FWM
133
Focused Wealth Management
New York
$15K – – –
DWA
134
Dorsey Wright & Associates
California
$15K – – –
PCM
135
Prelude Capital Management
New York
$14K -$110K -2,300 -89%
LIA
136
LS Investment Advisors
Michigan
$12K – – –
EIP
137
Ellis Investment Partners
Pennsylvania
$12K +$47 +1 +0.4%
SWA
138
Sutton Wealth Advisors
Florida
$9.55K – – –
HIA
139
Harbor Investment Advisory
Maryland
$6K +$6K +125 New
PHK
140
Point72 Hong Kong
Hong Kong
$5K +$4.55K +101 +1,010%
CFG
141
Citizens Financial Group
Rhode Island
$5K +$5K +109 New
GT
142
Glenmede Trust
Pennsylvania
$4K – – –
GAM
143
Gemmer Asset Management
California
$3K – – –
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$3K +$3K +52 New
BCM
145
Bridgeway Capital Management
Texas
– -$799K -20,400 Closed
WCM
146
Weld Capital Management
New York
– -$663K -16,944 Closed
SFM
147
Systematic Financial Management
New Jersey
– -$530K -13,540 Closed
AA
148
Ancora Advisors
Ohio
– -$263K -6,726 Closed
RC
149
RBF Capital
California
– -$251K -6,400 Closed
Victory Capital Management
150
Victory Capital Management
Texas
– -$51K -1,290 Closed
3 4 5
6
7