We are live on ! Find out more
POWL icon

Powell Industries
POWL

116 hedge funds and large institutions have $291M invested in Powell Industries in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

38% more capital invested

Capital invested by funds: $211M → $291M (+$79.3M)

12% more funds holding

Funds holding: 104 → 116 (+12)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
22
Increased
35
Reduced
36
Closed
9
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$3K

Top Buyers

1
NI
Numeric Investors
Massachusetts
+$7.9M
2
FHC
First Houston Capital
Texas
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.61M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.43M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.41M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.79M
2
Artisan Partners
Artisan Partners
Wisconsin
-$3.53M
3
RCM
Rutabaga Capital Management
Massachusetts
-$2.77M
4
Millennium Management
Millennium Management
New York
-$1.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$47.2M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.2M +$1.43M +127,341 +8%
BFA
3
BlackRock Fund Advisors
California
$23.2M +$301K +26,802 +2%
RCM
4
Rutabaga Capital Management
Massachusetts
$20.1M -$2.77M -246,861 -14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.2M +$221K +19,641 +2%
BCM
6
Beddow Capital Management
Wyoming
$11M -$293K -26,100 -3%
VDBMI
7
Van Den Berg Management I
Texas
$10.8M -$189K -16,830 -2%
BIT
8
BlackRock Institutional Trust
California
$9.66M +$279K +24,873 +3%
NI
9
Numeric Investors
Massachusetts
$9.59M +$7.9M +703,116 +2,493%
Northern Trust
10
Northern Trust
Illinois
$8.11M -$204K -18,159 -3%
Renaissance Technologies
11
Renaissance Technologies
New York
$7.41M +$1.26M +112,500 +25%
State Street
12
State Street
Massachusetts
$7.13M -$910 -81 -0%
Norges Bank
13
Norges Bank
Norway
$5.98M – – –
Morgan Stanley
14
Morgan Stanley
New York
$5.88M -$82.3K -7,329 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.18M -$178K -15,876 -4%
FHC
16
First Houston Capital
Texas
$4.64M +$3.98M +354,012 New
RA
17
Royce & Associates
New York
$4.62M – – –
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.09M +$1.41M +125,601 +67%
PP
19
Prospector Partners
Connecticut
$3.17M -$478K -42,600 -15%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.05M +$2.61M +232,629 +164,985%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.63M +$93.8K +8,355 +4%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.45M +$82.2K +7,320 +4%
Ameriprise
23
Ameriprise
Minnesota
$2.22M -$1.28K -114 -0.1%
CCMH
24
Cornerstone Capital Management Holdings
New York
$2.04M +$472K +42,000 +37%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.01M -$81.4K -7,245 -5%
1
2 3 4 5

POWL Hedge Fund Activity: Q2 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2016, worth a combined $291M — up 38% from $211M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new POWL positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 36 trimmed.

The largest buyer was Numeric Investors, adding an estimated $7.9M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $5.79M sold.

  • 116 institutional investors held Powell Industries (POWL) as of Q2 2016, up from 104 in Q1 2016.
  • Funds reported $291M of Powell Industries stock for Q2 2016, up 38% quarter-over-quarter.
  • 22 funds opened new Powell Industries positions in Q2 2016 and 9 closed out, a net change of +13 holders.
  • The largest Powell Industries buyer in Q2 2016 was Numeric Investors, an estimated $7.9M added.
  • The largest Powell Industries seller in Q2 2016 was DePrince Race & Zollo Inc (DRZ), an estimated $5.79M sold.

Based on aggregated 13F filings for Q2 2016.