We are live on ! Find out more
POWL icon

Powell Industries

113 hedge funds and large institutions have $501M invested in Powell Industries in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

19% more capital invested

Capital invested by funds: $420M → $501M (+$80.4M)

9% more funds holding

Funds holding: 104113 (+9)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.5M
RA
2
Royce & Associates
New York
$63.1M -$6.13M -339,627 -10%
Franklin Resources
3
Franklin Resources
California
$45.2M -$2.11M -117,081 -5%
BFA
4
BlackRock Fund Advisors
California
$31.4M +$2.32M +128,388 +9%
VDBMI
5
Van Den Berg Management I
Texas
$25.3M -$248K -13,755 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$24.1M +$214K +11,841 +1%
Goldman Sachs
7
Goldman Sachs
New York
$19.7M +$5.03M +278,232 +41%
Vanguard Group
8
Vanguard Group
Pennsylvania
$18.6M +$279K +15,429 +2%
BIT
9
BlackRock Institutional Trust
California
$16.7M -$2.16M -119,664 -13%
KCM
10
Kennedy Capital Management
Missouri
$14.5M -$1.02M -56,460 -7%
BCM
11
Beddow Capital Management
Wyoming
$11.1M -$40.6K -2,250 -0.4%
State Street
12
State Street
Massachusetts
$10.7M +$81.3K +4,500 +0.9%
Northern Trust
13
Northern Trust
Illinois
$9.86M +$655K +36,249 +8%
HA
14
Heartland Advisors
Wisconsin
$9.19M -$3.74M -206,904 -31%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$7.46M -$4.42M -244,542 -40%
Deutsche Bank
16
Deutsche Bank
Germany
$7.07M +$5.73M +317,172 +1,093%
WRF
17
Waddell & Reed Financial
Kansas
$6.6M +$1.51M +83,700 +35%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.86M +$4.96M +274,422 +2,250%
RFC
19
Russell Frank Company
Washington
$5.8M +$1.82M +100,836 +55%
Norges Bank
20
Norges Bank
Norway
$4.82M
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$4.61M +$1.4M +77,295 +52%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.46M +$16.1K +891 +0.4%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.35M -$431K -23,865 -10%
MDCM
24
Morgan Dempsey Capital Management
Wisconsin
$3.44M +$91.2K +5,049 +3%
Ameriprise
25
Ameriprise
Minnesota
$3.33M +$434K +24,051 +17%

POWL Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2013, worth a combined $501M — up 19% from $420M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 5 closed out — a net gain of 10 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $5.73M. The largest seller was Royce & Associates, cutting an estimated $6.13M.

  • 113 institutional investors held Powell Industries (POWL) as of Q3 2013, up from 104 in Q2 2013.
  • Funds reported $501M of Powell Industries stock for Q3 2013, up 19% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q3 2013 and 5 closed out, a net change of +10 holders.
  • The largest Powell Industries buyer in Q3 2013 was Deutsche Bank, an estimated $5.73M added.
  • The largest Powell Industries seller in Q3 2013 was Royce & Associates, an estimated $6.13M sold.

Based on aggregated 13F filings for Q3 2013.