Powell Industries
POWL
110 hedge funds and large institutions have $416M invested in Powell Industries in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
7% more funds holding
Funds holding: 103 → 110 (+7)
0.54% less ownership
Funds ownership: 70.78% → 70.25% (-0.54%)
1% less capital inflows, than outflows
Capital inflows: $48.6M | Capital outflows: $48.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$19.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$6.7M |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$3.5M |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
+$2.52M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$17.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.83M |
| 3 |
Kennedy Capital Management
St Louis,
Missouri
|
-$5.62M |
| 4 |
Heartland Advisors
Milwaukee,
Wisconsin
|
-$3.16M |
| 5 |
Skylands Capital
Milwaukee,
Wisconsin
|
-$2.35M |
POWL Hedge Fund Activity: Q4 2014 in Review
110 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2014, worth a combined $416M — up 19% from $348M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new POWL positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 32 trimmed.
The largest buyer was Rutabaga Capital Management, opening a new position worth an estimated $19.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.4M.
- 110 institutional investors held Powell Industries (POWL) as of Q4 2014, up from 103 in Q3 2014.
- Funds reported $416M of Powell Industries stock for Q4 2014, up 19% quarter-over-quarter.
- 19 funds opened new Powell Industries positions in Q4 2014 and 11 closed out, a net change of +8 holders.
- The largest Powell Industries buyer in Q4 2014 was Rutabaga Capital Management, an estimated $19.1M added.
- The largest Powell Industries seller in Q4 2014 was Bank of New York Mellon, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2014.