Powell Industries
POWL
89 hedge funds and large institutions have $233M invested in Powell Industries in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 10 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 25
5% less funds holding
Funds holding: 94 → 89 (-5)
19% less capital invested
Capital invested by funds: $288M → $233M (-$54.2M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
+$6.32M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$4.86M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.93M |
| 4 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
+$2.09M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$13.4M |
| 2 |
RA
Royce & Associates
New York
|
-$12.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.54M |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$4.02M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.5M |
POWL Hedge Fund Activity: Q3 2015 in Review
89 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2015, worth a combined $233M — down 19% from $288M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of POWL and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 43 added.
The largest buyer was Rutabaga Capital Management, adding an estimated $6.32M. The largest seller was Franklin Resources, exiting entirely with an estimated $13.4M sold.
- 89 institutional investors held Powell Industries (POWL) as of Q3 2015, down from 94 in Q2 2015.
- Funds reported $233M of Powell Industries stock for Q3 2015, down 19% quarter-over-quarter.
- 6 funds opened new Powell Industries positions in Q3 2015 and 10 closed out, a net change of -4 holders.
- The largest Powell Industries buyer in Q3 2015 was Rutabaga Capital Management, an estimated $6.32M added.
- The largest Powell Industries seller in Q3 2015 was Franklin Resources, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2015.