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Powell Industries
POWL

121 hedge funds and large institutions have $278M invested in Powell Industries in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

187.2% more ownership

Funds ownership: 0% → 187.2% (+187%)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

2% more funds holding

Funds holding: 119 → 121 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $292M → $278M (-$13.9M)

5% less call options, than puts

Call options by funds: $433K | Put options by funds: $456K

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
46
Reduced
40
Closed
10
Calls
$433K
Puts
$456K
Net Calls
-$23K
Net Calls Change
-$29K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$8.73M
2
BFA
BlackRock Fund Advisors
California
+$3.69M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.11M
4
KCM
Kennedy Capital Management
Missouri
+$1.98M
5
Ameriprise
Ameriprise
Minnesota
+$1.4M

Top Sellers

1
RCM
Rutabaga Capital Management
Massachusetts
-$13.4M
2
VDBMI
Van Den Berg Management I
Texas
-$4.29M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.16M
4
Northern Trust
Northern Trust
Illinois
-$3.8M
5
UONDDL
University of Notre Dame du Lac
Indiana
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.8M +$4.52K +342 +0%
BFA
2
BlackRock Fund Advisors
California
$27.8M +$3.69M +279,600 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.6M +$2.11M +159,717 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.5M +$282K +21,354 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$11.6M +$8.73M +661,140 +282%
BCM
6
Beddow Capital Management
Wyoming
$10.7M -$991 -75 -0%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.4M +$1.16M +87,600 +14%
BIT
8
BlackRock Institutional Trust
California
$9.1M -$21.6K -1,635 -0.2%
NI
9
Numeric Investors
Massachusetts
$7.79M -$269K -20,388 -3%
State Street
10
State Street
Massachusetts
$7.55M +$557K +42,153 +8%
Norges Bank
11
Norges Bank
Norway
$6.9M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.05M +$555K +42,018 +10%
Morgan Stanley
13
Morgan Stanley
New York
$5.56M +$625K +47,316 +12%
VDBMI
14
Van Den Berg Management I
Texas
$5.15M -$4.29M -324,834 -45%
Northern Trust
15
Northern Trust
Illinois
$4.89M -$3.8M -287,748 -43%
RA
16
Royce & Associates
New York
$4.52M – – –
Ameriprise
17
Ameriprise
Minnesota
$3.54M +$1.4M +106,053 +64%
Millennium Management
18
Millennium Management
New York
$3.21M +$1.36M +102,867 +71%
CCMH
19
Cornerstone Capital Management Holdings
New York
$2.85M -$583K -44,100 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.76M +$106K +8,028 +4%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.47M +$33.5K +2,532 +1%
MAM
22
Martingale Asset Management
Massachusetts
$2.22M -$192K -14,511 -8%
PP
23
Prospector Partners
Connecticut
$2.03M -$1.13M -85,500 -35%
BCM
24
Bridgeway Capital Management
Texas
$1.95M – – –
KCM
25
Kennedy Capital Management
Missouri
$1.95M +$1.98M +150,000 New
1
2 3 4 5

POWL Hedge Fund Activity: Q4 2016 in Review

121 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2016, worth a combined $278M — down 4.8% from $292M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new POWL positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.73M. The largest seller was Rutabaga Capital Management, cutting an estimated $13.4M.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2016, up from 119 in Q3 2016.
  • Funds reported $278M of Powell Industries stock for Q4 2016, down 4.8% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2016 and 10 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2016 was JP Morgan Chase, an estimated $8.73M added.
  • The largest Powell Industries seller in Q4 2016 was Rutabaga Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2016.