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.
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
36% more capital invested
Capital invested by funds: $213M → $291M (+$77.4M)
12% more funds holding
Funds holding: 104 → 116 (+12)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$7.9M |
| 2 |
FHC
First Houston Capital
Houston,
Texas
|
+$3.98M |
| 3 |
JP Morgan Chase
New York
|
+$2.61M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.43M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$5.79M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$3.53M |
| 3 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$2.77M |
| 4 |
Millennium Management
New York
|
-$1.5M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.4M |
POWL Hedge Fund Activity: Q2 2016 in Review
116 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2016, worth a combined $291M — up 36% from $213M 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 36% 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.