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Powell Industries

105 hedge funds and large institutions have $233M invested in Powell Industries in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 38

1.2% less ownership

Funds ownership: 192.54%191.34% (-1.2%)

2% less funds holding

Funds holding: 107105 (-2)

8% less capital invested

Capital invested by funds: $252M → $233M (-$19M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$34.5M -$19.3K -1,740 -0.1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.4M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.2M +$961K +86,457 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.3M +$571K +51,321 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$11.4M -$325K -29,277 -3%
BGIM
6
Brandywine Global Investment Management
Pennsylvania
$9.97M +$993K +89,322 +11%
HA
7
Heartland Advisors
Wisconsin
$9.58M +$4.82M +433,959 +93%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.93M +$460K +41,400 +5%
State Street
9
State Street
Massachusetts
$8.37M +$659K +59,298 +8%
BCM
10
Beddow Capital Management
Wyoming
$7.95M -$132K -11,850 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.45M -$78.2K -7,038 -1%
Northern Trust
12
Northern Trust
Illinois
$4.29M +$166K +14,976 +4%
RA
13
Royce & Associates
New York
$3.71M
KCM
14
Kennedy Capital Management
Missouri
$3.07M -$100K -9,015 -3%
VDBMI
15
Van Den Berg Management I
Texas
$2.86M -$251K -22,611 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.73M +$136K +12,195 +5%
Morgan Stanley
17
Morgan Stanley
New York
$2.73M -$362K -32,520 -11%
AQR Capital Management
18
AQR Capital Management
Connecticut
$2.55M +$50.8K +4,572 +2%
NI
19
Numeric Investors
Massachusetts
$2.27M -$3.59M -322,983 -60%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$2.12M -$1.46M -131,184 -40%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.1M +$4.77K +429 +0.2%
Ameriprise
22
Ameriprise
Minnesota
$2.09M +$243K +21,888 +13%
CCMH
23
Cornerstone Capital Management Holdings
New York
$2.04M -$180K -16,200 -8%
PP
24
Prospector Partners
Connecticut
$1.67M
BCM
25
Bridgeway Capital Management
Texas
$1.6M

POWL Hedge Fund Activity: Q2 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2017, worth a combined $233M — down 7.5% from $252M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of POWL and 6 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 40 added.

The largest buyer was Heartland Advisors, adding an estimated $4.82M. The largest seller was Numeric Investors, cutting an estimated $3.59M.

  • 105 institutional investors held Powell Industries (POWL) as of Q2 2017, down from 107 in Q1 2017.
  • Funds reported $233M of Powell Industries stock for Q2 2017, down 7.5% quarter-over-quarter.
  • 6 funds opened new Powell Industries positions in Q2 2017 and 8 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2017 was Heartland Advisors, an estimated $4.82M added.
  • The largest Powell Industries seller in Q2 2017 was Numeric Investors, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2017.