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Powell Industries
POWL

103 hedge funds and large institutions have $348M invested in Powell Industries in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 121 → 103 (-18)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

37% less capital invested

Capital invested by funds: $549M → $348M (-$202M)

67% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 27

Holders
103
Holders Change
-18
Holders Change %
-14.88%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
42
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$31M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$7.38M
4
KCM
Kennedy Capital Management
Missouri
+$6.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.02M

Top Sellers

1
PP
Peconic Partners
New York
-$10.9M
2
AAM
ACK Asset Management
Connecticut
-$8.6M
3
WRF
Waddell & Reed Financial
Kansas
-$8.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.42M
5
RA
Royce & Associates
New York
-$7.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36.5M -$4.08M -218,661 -8%
Franklin Resources
2
Franklin Resources
California
$31.5M – – –
RA
3
Royce & Associates
New York
$26.4M -$7.27M -389,643 -17%
Artisan Partners
4
Artisan Partners
Wisconsin
$22.7M +$31M +1,663,620 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$20.3M +$15.4M +824,163 +124%
BFA
6
BlackRock Fund Advisors
California
$19.6M -$850K -45,588 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17.2M +$64.4K +3,456 +0.3%
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$16M +$7.38M +396,000 +51%
Vanguard Group
9
Vanguard Group
Pennsylvania
$14.3M +$591K +31,719 +3%
VDBMI
10
Van Den Berg Management I
Texas
$12.2M +$524K +28,104 +3%
KCM
11
Kennedy Capital Management
Missouri
$10.9M +$6.4M +343,149 +75%
BIT
12
BlackRock Institutional Trust
California
$10.9M -$441K -23,652 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$10.6M +$277K +14,829 +2%
BCM
14
Beddow Capital Management
Wyoming
$7.98M +$1.22M +65,475 +13%
State Street
15
State Street
Massachusetts
$7.87M -$148K -7,920 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.83M -$7.42M -398,082 -41%
Northern Trust
17
Northern Trust
Illinois
$6.31M -$115K -6,168 -1%
TAM
18
THB Asset Management
Connecticut
$6.25M +$5.21M +279,645 +156%
Norges Bank
19
Norges Bank
Norway
$5.21M -$1.67M -89,415 -19%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$4.4M +$6.02M +323,100 New
RFC
21
Russell Frank Company
Washington
$3.54M -$31K -1,662 -0.6%
MDCM
22
Morgan Dempsey Capital Management
Wisconsin
$3.16M +$505K +27,081 +13%
HA
23
Heartland Advisors
Wisconsin
$3.16M – – –
SC
24
Skylands Capital
Wisconsin
$2.35M +$2.9M +155,400 +901%
Principal Financial Group
25
Principal Financial Group
Iowa
$2.27M -$36.9K -1,977 -1%
1
2 3 4 5

POWL Hedge Fund Activity: Q3 2014 in Review

103 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2014, worth a combined $348M — down 37% from $549M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of POWL and 9 opened new positions — a net loss of 18 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $31M. The largest seller was Peconic Partners, exiting entirely with an estimated $10.9M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q3 2014, down from 121 in Q2 2014.
  • Funds reported $348M of Powell Industries stock for Q3 2014, down 37% quarter-over-quarter.
  • 9 funds opened new Powell Industries positions in Q3 2014 and 27 closed out, a net change of -18 holders.
  • The largest Powell Industries buyer in Q3 2014 was Artisan Partners, an estimated $31M added.
  • The largest Powell Industries seller in Q3 2014 was Peconic Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2014.