Powell Industries
POWL
118 hedge funds and large institutions have $185M invested in Powell Industries in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 14 closing their positions.
4% less funds holding
Funds holding: 123 → 118 (-5)
5.08% less ownership
Funds ownership: 204% → 198.92% (-5.1%)
15% less capital invested
Capital invested by funds: $216M → $185M (-$31.6M)
27% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 49
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
Top Sellers
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.03M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$1.81M |
| 3 |
Renaissance Technologies
New York
|
-$1.31M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.04M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$833K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QI
126
QS Investors
New York
| – | -$38K | -4,062 | Closed |
|
|
VCM
127
Versant Capital Management
Phoenix,
Arizona
| – | -$7.72K | -870 | -88% |
|
|
LIA
128
LS Investment Advisors
Bloomfield Hills,
Michigan
| – | -$7K | -723 | Closed |
|
|
OPS
129
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2K | -231 | Closed |
|
130
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | +$133 | +15 | New |
|
POWL Hedge Fund Activity: Q3 2020 in Review
118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $185M — down 15% from $216M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of POWL and 9 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 36 added.
The largest buyer was Dean Investment Associates, opening a new position worth an estimated $2.35M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.03M sold.
- 118 institutional investors held Powell Industries (POWL) as of Q3 2020, down from 123 in Q2 2020.
- Funds reported $185M of Powell Industries stock for Q3 2020, down 15% quarter-over-quarter.
- 9 funds opened new Powell Industries positions in Q3 2020 and 14 closed out, a net change of -5 holders.
- The largest Powell Industries buyer in Q3 2020 was Dean Investment Associates, an estimated $2.35M added.
- The largest Powell Industries seller in Q3 2020 was Hillsdale Investment Management, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2020.