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Powell Industries
POWL

104 hedge funds and large institutions have $211M invested in Powell Industries in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $5K | Put options by funds: $1K

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

12% more funds holding

Funds holding: 93 → 104 (+11)

8% more capital invested

Capital invested by funds: $195M → $211M (+$16.3M)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
47
Reduced
25
Closed
5
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
-$312K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.58M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.37M
5
BCM
Bridgeway Capital Management
Texas
+$1.32M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$9.91M
2
RCM
Rutabaga Capital Management
Massachusetts
-$6.02M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.98M
4
Norges Bank
Norges Bank
Norway
-$3.34M
5
RFC
Russell Frank Company
Washington
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$35.8M – – –
RCM
2
Rutabaga Capital Management
Massachusetts
$18.5M -$6.02M -681,972 -28%
BFA
3
BlackRock Fund Advisors
California
$17.3M +$164K +18,531 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.3M +$1.37M +155,232 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.1M -$231K -26,172 -2%
BCM
6
Beddow Capital Management
Wyoming
$8.57M +$361K +40,860 +5%
VDBMI
7
Van Den Berg Management I
Texas
$8.39M +$19.9K +2,256 +0.3%
BIT
8
BlackRock Institutional Trust
California
$7.07M +$74K +8,382 +1%
Northern Trust
9
Northern Trust
Illinois
$6.36M +$274K +31,002 +5%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$5.79M -$310K -35,136 -6%
State Street
11
State Street
Massachusetts
$5.4M +$52.7K +5,973 +1%
Norges Bank
12
Norges Bank
Norway
$4.53M -$3.34M -378,132 -45%
Morgan Stanley
13
Morgan Stanley
New York
$4.53M +$1.58M +178,407 +64%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.5M +$1.5M +170,400 +60%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.09M +$498K +56,355 +16%
Artisan Partners
16
Artisan Partners
Wisconsin
$3.53M -$9.91M -1,122,483 -76%
RA
17
Royce & Associates
New York
$3.5M -$209K -23,700 -6%
PP
18
Prospector Partners
Connecticut
$2.83M – – –
TC
19
TFS Capital
Pennsylvania
$1.9M +$1.32M +149,523 +358%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$1.85M +$1.64M +186,093 New
Principal Financial Group
21
Principal Financial Group
Iowa
$1.79M +$54.3K +6,144 +4%
Ameriprise
22
Ameriprise
Minnesota
$1.68M +$421K +47,691 +39%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.6M +$1.04M +117,879 +275%
Millennium Management
24
Millennium Management
New York
$1.5M +$99.4K +11,256 +8%
BCM
25
Bridgeway Capital Management
Texas
$1.49M +$1.32M +150,000 New
1
2 3 4 5

POWL Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2016, worth a combined $211M — up 8.3% from $195M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POWL positions and 5 closed out — a net gain of 11 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $1.64M. The largest seller was Artisan Partners, cutting an estimated $9.91M.

  • 104 institutional investors held Powell Industries (POWL) as of Q1 2016, up from 93 in Q4 2015.
  • Funds reported $211M of Powell Industries stock for Q1 2016, up 8.3% quarter-over-quarter.
  • 16 funds opened new Powell Industries positions in Q1 2016 and 5 closed out, a net change of +11 holders.
  • The largest Powell Industries buyer in Q1 2016 was Arrowstreet Capital, an estimated $1.64M added.
  • The largest Powell Industries seller in Q1 2016 was Artisan Partners, an estimated $9.91M sold.

Based on aggregated 13F filings for Q1 2016.