We are live on ! Find out more
POWL icon

Powell Industries
POWL

121 hedge funds and large institutions have $549M invested in Powell Industries in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $346K | Put options by funds: $333K

3% more capital invested

Capital invested by funds: $532M → $549M (+$17.6M)

2% less funds holding

Funds holding: 124 → 121 (-3)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
3.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
44
Closed
15
Calls
$346K
Puts
$333K
Net Calls
+$13K
Net Calls Change
+$110K

Top Buyers

1
PP
Peconic Partners
New York
+$9.98M
2
AAM
ACK Asset Management
Connecticut
+$8.31M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.48M
4
Norges Bank
Norges Bank
Norway
+$4.97M
5
TAM
THB Asset Management
Connecticut
+$3.78M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
2
VDBMI
Van Den Berg Management I
Texas
-$3.84M
3
SB
Suntrust Banks
Georgia
-$2.53M
4
RFC
Russell Frank Company
Washington
-$2.41M
5
BFA
BlackRock Fund Advisors
California
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$63.2M -$11.6M -549,000 -16%
RA
2
Royce & Associates
New York
$50.8M -$358K -17,010 -0.7%
Franklin Resources
3
Franklin Resources
California
$50.4M +$3.43M +162,660 +8%
BFA
4
BlackRock Fund Advisors
California
$32.4M -$2.05M -97,269 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.5M -$862K -40,908 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$22.1M +$657K +31,173 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21.2M +$2.32M +109,974 +13%
VDBMI
8
Van Den Berg Management I
Texas
$18.9M -$3.84M -182,166 -17%
BIT
9
BlackRock Institutional Trust
California
$17.9M -$139K -6,579 -0.8%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$17M +$379K +18,000 +2%
Deutsche Bank
11
Deutsche Bank
Germany
$16.6M -$395K -18,759 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14.5M +$7.48M +355,194 +115%
State Street
13
State Street
Massachusetts
$12.8M +$283K +13,431 +2%
WRF
14
Waddell & Reed Financial
Kansas
$12.4M – – –
BCM
15
Beddow Capital Management
Wyoming
$11.3M +$73K +3,468 +0.7%
PP
16
Peconic Partners
New York
$10.9M +$9.98M +474,000 +1,713%
Norges Bank
17
Norges Bank
Norway
$10.3M +$4.97M +235,995 +100%
Northern Trust
18
Northern Trust
Illinois
$10.2M -$890K -42,258 -8%
KCM
19
Kennedy Capital Management
Missouri
$9.99M -$1.7M -80,700 -15%
AAM
20
ACK Asset Management
Connecticut
$8.6M +$8.31M +394,557 New
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$5.34M +$328K +15,558 +7%
RFC
22
Russell Frank Company
Washington
$5.16M -$2.41M -114,453 -30%
HA
23
Heartland Advisors
Wisconsin
$5.06M – – –
MDCM
24
Morgan Dempsey Capital Management
Wisconsin
$4.47M +$206K +9,789 +5%
TAM
25
THB Asset Management
Connecticut
$3.91M +$3.78M +179,286 New
1
2 3 4 5

POWL Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2014, worth a combined $549M — up 3.3% from $532M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of POWL and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Peconic Partners, adding an estimated $9.98M. The largest seller was Fidelity Investments, cutting an estimated $11.6M.

  • 121 institutional investors held Powell Industries (POWL) as of Q2 2014, down from 124 in Q1 2014.
  • Funds reported $549M of Powell Industries stock for Q2 2014, up 3.3% quarter-over-quarter.
  • 12 funds opened new Powell Industries positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2014 was Peconic Partners, an estimated $9.98M added.
  • The largest Powell Industries seller in Q2 2014 was Fidelity Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2014.