Powell Industries
POWL
109 hedge funds and large institutions have $214M invested in Powell Industries in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
10% more funds holding
Funds holding: 99 → 109 (+10)
6.23% more ownership
Funds ownership: 189.59% → 195.81% (+6.2%)
6% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 34
1% less capital invested
Capital invested by funds: $217M → $214M (-$2.83M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $665K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$5.4M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$4.86M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.39M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$2.22M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.9M |
| 2 |
BCM
Beddow Capital Management
Jackson,
Wyoming
|
-$3.04M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$861K |
| 4 |
Goldman Sachs
New York
|
-$858K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$636K |
POWL Hedge Fund Activity: Q4 2017 in Review
109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2017, worth a combined $214M — down 1.3% from $217M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new POWL positions and 11 closed out — a net gain of 10 holders — while 36 added to existing stakes and 34 trimmed.
The largest buyer was Heartland Advisors, adding an estimated $5.4M. The largest seller was Fidelity Investments, exiting entirely with an estimated $17.9M sold.
- 109 institutional investors held Powell Industries (POWL) as of Q4 2017, up from 99 in Q3 2017.
- Funds reported $214M of Powell Industries stock for Q4 2017, down 1.3% quarter-over-quarter.
- 21 funds opened new Powell Industries positions in Q4 2017 and 11 closed out, a net change of +10 holders.
- The largest Powell Industries buyer in Q4 2017 was Heartland Advisors, an estimated $5.4M added.
- The largest Powell Industries seller in Q4 2017 was Fidelity Investments, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2017.