We are live on ! Find out more
POWL icon

Powell Industries

108 hedge funds and large institutions have $206M invested in Powell Industries in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.03% more ownership

Funds ownership: 195.81%200.84% (+5%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 109108 (-1)

4% less capital invested

Capital invested by funds: $214M → $206M (-$8.01M)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.03M

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
38
Closed
13
Calls
Puts
$1.03M
Net Calls
-$1.03M
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31M +$556K +56,988 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24M +$1.81M +185,055 +7%
HA
3
Heartland Advisors
Wisconsin
$14.9M -$385K -39,486 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.6M +$809K +82,899 +5%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$10.5M +$8.01M +820,836 +231%
JP Morgan Chase
6
JP Morgan Chase
New York
$10.3M +$344K +35,244 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$9.12M -$451K -46,200 -4%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$7.2M -$3.19M -327,114 -29%
VDBMI
9
Van Den Berg Management I
Texas
$6.84M +$2.44M +249,552 +48%
State Street
10
State Street
Massachusetts
$6.18M -$1.23M -126,249 -15%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$5.24M +$4.8K +492 +0.1%
TW
12
Transform Wealth
Colorado
$4.54M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.42M -$1.38K -141 -0%
Northern Trust
14
Northern Trust
Illinois
$3.53M -$32.1K -3,294 -0.8%
RA
15
Royce & Associates
New York
$3.12M -$351 -36 -0%
PP
16
Prospector Partners
Connecticut
$2.96M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.32M -$72.5K -7,434 -3%
KCM
18
Kennedy Capital Management
Missouri
$2.27M -$228K -23,328 -8%
Boston Partners
19
Boston Partners
Massachusetts
$2.08M
HP
20
Harvey Partners
New York
$2.08M +$1.46M +149,622 +181%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.79M +$50K +5,127 +3%
Ameriprise
22
Ameriprise
Minnesota
$1.62M -$142K -14,598 -7%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$1.37M +$122K +12,540 +9%
BCM
24
Bridgeway Capital Management
Texas
$1.34M
Invesco
25
Invesco
Georgia
$1.23M +$155K +15,858 +13%

POWL Hedge Fund Activity: Q1 2018 in Review

108 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2018, worth a combined $206M — down 3.7% from $214M a quarter earlier.

Fund positioning in POWL was balanced in Q1 2018: 13 funds opened new positions, 13 closed out, 29 added to existing stakes and 38 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $8.01M. The largest seller was Brandywine Global Investment Management, cutting an estimated $3.19M.

  • 108 institutional investors held Powell Industries (POWL) as of Q1 2018, down from 109 in Q4 2017.
  • Funds reported $206M of Powell Industries stock for Q1 2018, down 3.7% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q1 2018 and 13 closed out, a net change of 0 holders.
  • The largest Powell Industries buyer in Q1 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $8.01M added.
  • The largest Powell Industries seller in Q1 2018 was Brandywine Global Investment Management, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2018.