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Powell Industries
POWL

124 hedge funds and large institutions have $532M invested in Powell Industries in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

1% more funds holding

Funds holding: 123 → 124 (+1)

4% less capital invested

Capital invested by funds: $552M → $532M (-$19.8M)

29% less call options, than puts

Call options by funds: $233K | Put options by funds: $330K

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
42
Closed
14
Calls
$233K
Puts
$330K
Net Calls
-$97K
Net Calls Change
-$97K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$16.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.69M
3
RFC
Russell Frank Company
Washington
+$2.9M
4
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$2.38M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.29M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.3M
2
KCM
Kennedy Capital Management
Missouri
-$3.74M
3
VDBMI
Van Den Berg Management I
Texas
-$3.73M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$3.26M
5
HA
Heartland Advisors
Wisconsin
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.5M – – –
RA
2
Royce & Associates
New York
$50.7M -$2.92M -135,444 -5%
Franklin Resources
3
Franklin Resources
California
$46.4M -$386K -17,919 -0.8%
BFA
4
BlackRock Fund Advisors
California
$34.2M +$102K +4,731 +0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.1M +$2.29M +106,029 +9%
VDBMI
6
Van Den Berg Management I
Texas
$22.7M -$3.73M -173,031 -14%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.3M +$971K +45,021 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.6M +$9.69M +449,640 +109%
BIT
9
BlackRock Institutional Trust
California
$17.9M +$379K +17,580 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$16.8M +$158K +7,347 +1%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$16.4M +$16.4M +760,800 New
State Street
12
State Street
Massachusetts
$12.4M +$872K +40,455 +8%
WRF
13
Waddell & Reed Financial
Kansas
$12.2M +$1.5M +69,600 +14%
KCM
14
Kennedy Capital Management
Missouri
$11.6M -$3.74M -173,322 -24%
BCM
15
Beddow Capital Management
Wyoming
$11.2M -$47.5K -2,205 -0.4%
Northern Trust
16
Northern Trust
Illinois
$11M +$449K +20,844 +4%
RFC
17
Russell Frank Company
Washington
$8.13M +$2.9M +134,649 +56%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.69M +$131K +6,075 +2%
Norges Bank
19
Norges Bank
Norway
$5.1M – – –
HA
20
Heartland Advisors
Wisconsin
$5.01M -$3.08M -143,013 -38%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$4.96M -$112K -5,208 -2%
MDCM
22
Morgan Dempsey Capital Management
Wisconsin
$4.22M +$967K +44,862 +30%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.15M -$504K -23,388 -11%
Ameriprise
24
Ameriprise
Minnesota
$3.64M +$42.5K +1,971 +1%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.63M +$144K +6,660 +4%
1
2 3 4 5

POWL Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2014, worth a combined $532M — down 3.6% from $552M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 14 closed out — a net gain of 2 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $16.4M. The largest seller was Goldman Sachs, cutting an estimated $20.3M.

  • 124 institutional investors held Powell Industries (POWL) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $532M of Powell Industries stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2014 and 14 closed out, a net change of +2 holders.
  • The largest Powell Industries buyer in Q1 2014 was Schroder Investment Management Group, an estimated $16.4M added.
  • The largest Powell Industries seller in Q1 2014 was Goldman Sachs, an estimated $20.3M sold.

Based on aggregated 13F filings for Q1 2014.