Powell Industries
POWL
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.
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: 107 → 105 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$4.82M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$993K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$961K |
| 4 |
State Street
Boston,
Massachusetts
|
+$659K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$3.59M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$3.42M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.46M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$510K |
| 5 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$432K |
POWL Hedge Fund Activity: Q2 2017 in Review
105 of the 4,022 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.