Powell Industries
POWL
93 hedge funds and large institutions have $195M invested in Powell Industries in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 7 closing their positions.
988% more call options, than puts
Call options by funds: $348K | Put options by funds: $32K
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
4% more funds holding
Funds holding: 89 → 93 (+4)
3% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 32
1.95% less ownership
Funds ownership: 67.91% → 65.97% (-1.9%)
42% less capital inflows, than outflows
Capital inflows: $10.7M | Capital outflows: $18.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.6M |
| 2 |
Morgan Stanley
New York
|
+$1.45M |
| 3 |
UONDDL
University of Notre Dame du Lac
South Bend,
Indiana
|
+$979K |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
+$965K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$793K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.5M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$2.57M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.82M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$1.77M |
| 5 |
Two Sigma Investments
New York
|
-$1.26M |
POWL Hedge Fund Activity: Q4 2015 in Review
93 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2015, worth a combined $195M — down 16% from $233M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new POWL positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 32 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $3.5M.
- 93 institutional investors held Powell Industries (POWL) as of Q4 2015, up from 89 in Q3 2015.
- Funds reported $195M of Powell Industries stock for Q4 2015, down 16% quarter-over-quarter.
- 12 funds opened new Powell Industries positions in Q4 2015 and 7 closed out, a net change of +5 holders.
- The largest Powell Industries buyer in Q4 2015 was Renaissance Technologies, an estimated $1.6M added.
- The largest Powell Industries seller in Q4 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $3.5M sold.
Based on aggregated 13F filings for Q4 2015.