We are live on ! Find out more
POWL icon

Powell Industries

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.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

5% less funds holding

Funds holding: 9489 (-5)

19% less capital invested

Capital invested by funds: $287M → $233M (-$54.2M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
89
Holders Change
-5
Holders Change %
-5.32%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
43
Reduced
25
Closed
10
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
-$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$36.1M
RCM
2
Rutabaga Capital Management
Massachusetts
$24.9M +$6.32M +638,763 +35%
Artisan Partners
3
Artisan Partners
Wisconsin
$16.5M +$4.86M +490,689 +42%
BFA
4
BlackRock Fund Advisors
California
$16.4M +$82.5K +8,337 +0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14.2M +$734K +74,088 +6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.3M +$659K +66,555 +6%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$9.6M +$2.93M +295,509 +45%
VDBMI
8
Van Den Berg Management I
Texas
$8.88M +$239K +24,162 +3%
BCM
9
Beddow Capital Management
Wyoming
$8.57M +$2.09M +211,530 +33%
Norges Bank
10
Norges Bank
Norway
$8.37M
BIT
11
BlackRock Institutional Trust
California
$6.93M +$35.5K +3,585 +0.5%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$6.36M -$3.5M -353,400 -36%
Northern Trust
13
Northern Trust
Illinois
$6.26M +$81.5K +8,232 +1%
State Street
14
State Street
Massachusetts
$5.3M -$323K -32,583 -6%
RA
15
Royce & Associates
New York
$3.77M -$12.6M -1,274,700 -77%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.47M +$382K +38,628 +13%
TC
17
TFS Capital
Pennsylvania
$2.9M +$2.04M +206,163 +247%
Citadel Advisors
18
Citadel Advisors
Florida
$2.6M +$1.14M +115,452 +80%
PP
19
Prospector Partners
Connecticut
$2.39M +$386K +39,000 +20%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.9M +$18.3K +1,851 +1%
RFC
21
Russell Frank Company
Washington
$1.79M -$883K -89,172 -33%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.71M +$40.1K +4,053 +2%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.64M +$935K +94,485 +136%
MDCM
24
Morgan Dempsey Capital Management
Wisconsin
$1.49M -$246K -24,876 -14%
Morgan Stanley
25
Morgan Stanley
New York
$1.38M +$979K +98,895 +257%

POWL Hedge Fund Activity: Q3 2015 in Review

89 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2015, worth a combined $233M — down 19% from $287M 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.