Powell Industries
POWL
107 hedge funds and large institutions have $252M invested in Powell Industries in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 18 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 36
5.34% more ownership
Funds ownership: 187.2% → 192.54% (+5.3%)
9% less capital invested
Capital invested by funds: $278M → $252M (-$25.5M)
12% less funds holding
Funds holding: 121 → 107 (-14)
50% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 18
52% less call options, than puts
Call options by funds: $224K | Put options by funds: $469K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38.4M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$9.76M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$5.53M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.92M |
| 5 |
JP Morgan Chase
New York
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.92M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$2.77M |
| 3 |
Millennium Management
New York
|
-$2.27M |
| 4 |
Morgan Stanley
New York
|
-$1.66M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.47M |
POWL Hedge Fund Activity: Q1 2017 in Review
107 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2017, worth a combined $252M — down 9.2% from $278M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of POWL and 9 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 40 added.
The largest buyer was BlackRock, adding an estimated $38.4M. The largest seller was Fidelity Investments, cutting an estimated $8.92M.
- 107 institutional investors held Powell Industries (POWL) as of Q1 2017, down from 121 in Q4 2016.
- Funds reported $252M of Powell Industries stock for Q1 2017, down 9.2% quarter-over-quarter.
- 9 funds opened new Powell Industries positions in Q1 2017 and 18 closed out, a net change of -9 holders.
- The largest Powell Industries buyer in Q1 2017 was BlackRock, an estimated $38.4M added.
- The largest Powell Industries seller in Q1 2017 was Fidelity Investments, an estimated $8.92M sold.
Based on aggregated 13F filings for Q1 2017.