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Powell Industries
POWL

110 hedge funds and large institutions have $415M 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.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

19% more capital invested

Capital invested by funds: $348M → $415M (+$67.5M)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

7% more funds holding

Funds holding: 103 → 110 (+7)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rutabaga Capital Management
Massachusetts
+$19.1M
2
Norges Bank
Norges Bank
Norway
+$6.7M
3
TAM
THB Asset Management
Connecticut
+$3.5M
4
BFA
BlackRock Fund Advisors
California
+$2.52M
5
First Trust Advisors
First Trust Advisors
Illinois
+$1.74M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$17.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.83M
3
KCM
Kennedy Capital Management
Missouri
-$5.62M
4
HA
Heartland Advisors
Wisconsin
-$3.16M
5
SC
Skylands Capital
Wisconsin
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.9M – – –
Franklin Resources
2
Franklin Resources
California
$36M -$1.63M -109,800 -5%
RA
3
Royce & Associates
New York
$30.1M -$1.49M -100,566 -5%
Artisan Partners
4
Artisan Partners
Wisconsin
$28.7M +$1.32M +89,178 +5%
BFA
5
BlackRock Fund Advisors
California
$26.4M +$2.52M +169,899 +12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21.1M +$389K +26,232 +2%
RCM
7
Rutabaga Capital Management
Massachusetts
$21.1M +$19.1M +1,288,209 New
Schroder Investment Management Group
8
Schroder Investment Management Group
United Kingdom
$18.9M -$258K -17,400 -1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$17.3M +$158K +10,641 +1%
VDBMI
10
Van Den Berg Management I
Texas
$14.5M -$160K -10,755 -1%
Norges Bank
11
Norges Bank
Norway
$13.6M +$6.7M +451,266 +118%
Deutsche Bank
12
Deutsche Bank
Germany
$12.8M +$89.9K +6,054 +0.8%
BIT
13
BlackRock Institutional Trust
California
$12M -$973K -65,589 -8%
TAM
14
THB Asset Management
Connecticut
$11.4M +$3.5M +235,689 +51%
BCM
15
Beddow Capital Management
Wyoming
$9.6M +$14.5K +975 +0.2%
Northern Trust
16
Northern Trust
Illinois
$9.47M +$1.72M +115,890 +25%
State Street
17
State Street
Massachusetts
$9.4M -$49.6K -3,345 -0.6%
KCM
18
Kennedy Capital Management
Missouri
$6.91M -$5.62M -378,882 -47%
RFC
19
Russell Frank Company
Washington
$5.77M +$1.3M +87,882 +34%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$5.29M – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.19M -$17.4M -1,171,830 -79%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.43M +$1.74M +117,243 +127%
MDCM
23
Morgan Dempsey Capital Management
Wisconsin
$3.07M -$658K -44,316 -19%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.75M +$20.1K +1,353 +0.8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.66M +$49.6K +3,345 +2%
1
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POWL Hedge Fund Activity: Q4 2014 in Review

110 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2014, worth a combined $415M — 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 $415M 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.