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Powell Industries
POWL

119 hedge funds and large institutions have $292M invested in Powell Industries in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 116 → 119 (+3)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0% more capital invested

Capital invested by funds: $291M → $292M (+$1.11M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
13
Increased
45
Reduced
41
Closed
9
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
-$1K

Top Buyers

1
UONDDL
University of Notre Dame du Lac
Indiana
+$2.17M
2
Millennium Management
Millennium Management
New York
+$1.84M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.47M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$1.38M
5
BFA
BlackRock Fund Advisors
California
+$1.13M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$5.88M
2
FHC
First Houston Capital
Texas
-$4.64M
3
NI
Numeric Investors
Massachusetts
-$1.42M
4
VDBMI
Van Den Berg Management I
Texas
-$1.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$48.1M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.2M +$1.47M +115,251 +7%
BFA
3
BlackRock Fund Advisors
California
$24.8M +$1.13M +88,797 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.6M +$124K +9,735 +0.8%
RCM
5
Rutabaga Capital Management
Massachusetts
$14.4M -$5.88M -460,734 -30%
BCM
6
Beddow Capital Management
Wyoming
$11M -$139K -10,875 -1%
VDBMI
7
Van Den Berg Management I
Texas
$9.63M -$1.35M -105,834 -13%
BIT
8
BlackRock Institutional Trust
California
$9.37M -$444K -34,803 -5%
Northern Trust
9
Northern Trust
Illinois
$8.87M +$582K +45,642 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$8.49M +$903K +70,800 +13%
NI
11
Numeric Investors
Massachusetts
$8.28M -$1.42M -111,453 -15%
State Street
12
State Street
Massachusetts
$7.19M -$64.2K -5,031 -0.9%
Norges Bank
13
Norges Bank
Norway
$6.77M +$957K +75,000 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.65M +$356K +27,948 +7%
Morgan Stanley
15
Morgan Stanley
New York
$5.08M -$862K -67,557 -15%
RA
16
Royce & Associates
New York
$4.64M -$61.2K -4,800 -1%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$4.16M – – –
CCMH
18
Cornerstone Capital Management Holdings
New York
$3.52M +$1.38M +108,000 +69%
PP
19
Prospector Partners
Connecticut
$3.23M – – –
JP Morgan Chase
20
JP Morgan Chase
New York
$3.13M +$25.3K +1,980 +0.9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.73M +$49.1K +3,852 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.5M +$3.33K +261 +0.1%
MAM
23
Martingale Asset Management
Massachusetts
$2.47M +$1.13M +88,509 +91%
UONDDL
24
University of Notre Dame du Lac
Indiana
$2.28M +$2.17M +170,502 New
Ameriprise
25
Ameriprise
Minnesota
$2.22M -$33.9K -2,655 -2%
1
2 3 4 5

POWL Hedge Fund Activity: Q3 2016 in Review

119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2016, worth a combined $292M — up 0.38% from $291M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 9 closed out — a net gain of 4 holders — while 45 added to existing stakes and 41 trimmed.

The largest buyer was University of Notre Dame du Lac, opening a new position worth an estimated $2.17M. The largest seller was Rutabaga Capital Management, cutting an estimated $5.88M.

  • 119 institutional investors held Powell Industries (POWL) as of Q3 2016, up from 116 in Q2 2016.
  • Funds reported $292M of Powell Industries stock for Q3 2016, up 0.38% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q3 2016 and 9 closed out, a net change of +4 holders.
  • The largest Powell Industries buyer in Q3 2016 was University of Notre Dame du Lac, an estimated $2.17M added.
  • The largest Powell Industries seller in Q3 2016 was Rutabaga Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2016.