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Powell Industries

94 hedge funds and large institutions have $287M invested in Powell Industries in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $282M → $287M (+$5.19M)

5% less funds holding

Funds holding: 9994 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
94
Holders Change
-5
Holders Change %
-5.05%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
38
Reduced
33
Closed
10
Calls
$422K
Puts
Net Calls
+$422K
Net Calls Change
+$422K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.2M
RCM
2
Rutabaga Capital Management
Massachusetts
$21.6M +$242K +20,250 +1%
RA
3
Royce & Associates
New York
$19.4M -$1.05M -88,200 -5%
BFA
4
BlackRock Fund Advisors
California
$19M -$701K -58,716 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.7M +$512K +42,852 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.6M +$319K +26,700 +2%
Artisan Partners
7
Artisan Partners
Wisconsin
$13.6M -$2.53M -211,827 -15%
Franklin Resources
8
Franklin Resources
California
$13.4M
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$11.4M -$638K -53,400 -5%
VDBMI
10
Van Den Berg Management I
Texas
$10.1M -$713K -59,676 -6%
Norges Bank
11
Norges Bank
Norway
$9.78M
Deutsche Bank
12
Deutsche Bank
Germany
$8.11M -$1.48M -124,083 -15%
BIT
13
BlackRock Institutional Trust
California
$8.06M -$637K -53,301 -7%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$7.75M +$2.12M +177,603 +37%
BCM
15
Beddow Capital Management
Wyoming
$7.53M +$629K +52,659 +9%
Northern Trust
16
Northern Trust
Illinois
$7.22M -$437K -36,570 -6%
State Street
17
State Street
Massachusetts
$6.58M +$126K +10,590 +2%
TAM
18
THB Asset Management
Connecticut
$4.02M -$4.09M -342,372 -50%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.6M -$205K -17,187 -5%
RFC
20
Russell Frank Company
Washington
$3.14M +$2.13M +178,344 +200%
PP
21
Prospector Partners
Connecticut
$2.33M +$451K +37,800 +23%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.2M +$149K +12,498 +7%
MDCM
23
Morgan Dempsey Capital Management
Wisconsin
$2.03M -$113K -9,489 -5%
Principal Financial Group
24
Principal Financial Group
Iowa
$1.95M -$75.5K -6,321 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$1.68M -$483K -40,437 -22%

POWL Hedge Fund Activity: Q2 2015 in Review

94 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2015, worth a combined $287M — up 1.8% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of POWL and 5 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Russell Frank Company, adding an estimated $2.13M. The largest seller was THB Asset Management, cutting an estimated $4.09M.

  • 94 institutional investors held Powell Industries (POWL) as of Q2 2015, down from 99 in Q1 2015.
  • Funds reported $287M of Powell Industries stock for Q2 2015, up 1.8% quarter-over-quarter.
  • 5 funds opened new Powell Industries positions in Q2 2015 and 10 closed out, a net change of -5 holders.
  • The largest Powell Industries buyer in Q2 2015 was Russell Frank Company, an estimated $2.13M added.
  • The largest Powell Industries seller in Q2 2015 was THB Asset Management, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2015.