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Powell Industries
POWL

113 hedge funds and large institutions have $262M invested in Powell Industries in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $206M → $262M (+$56.1M)

5% more funds holding

Funds holding: 108 → 113 (+5)

4.18% less ownership

Funds ownership: 200.84% → 196.66% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $926K

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
35
Reduced
44
Closed
5
Calls
–
Puts
$926K
Net Calls
-$926K
Net Calls Change
+$105K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.99M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.41M
3
Invesco
Invesco
Georgia
+$1.34M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$741K
5
Franklin Resources
Franklin Resources
California
+$591K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$3.14M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$2.2M
3
KCM
Kennedy Capital Management
Missouri
-$1.99M
4
GC
Guggenheim Capital
Illinois
-$1.19M
5
MCM
Matarin Capital Management
New York
-$746K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$42.3M +$1.99M +180,849 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.7M +$1.41M +127,713 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.3M +$362K +32,880 +2%
HA
4
Heartland Advisors
Wisconsin
$19.2M -$137K -12,450 -0.7%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$14.4M +$741K +67,347 +6%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.8M -$42.2K -3,831 -0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$10.1M -$3.14M -284,910 -25%
VDBMI
8
Van Den Berg Management I
Texas
$8.85M -$33.7K -3,060 -0.4%
State Street
9
State Street
Massachusetts
$7.88M -$132K -12,018 -2%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$7.03M -$2.2M -199,569 -25%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$6.8M +$330 +30 +0%
TW
12
Transform Wealth
Colorado
$5.9M – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.71M -$21.2K -1,923 -0.4%
Northern Trust
14
Northern Trust
Illinois
$4.67M +$76.1K +6,915 +2%
RA
15
Royce & Associates
New York
$4.04M -$11.6K -1,056 -0.3%
PP
16
Prospector Partners
Connecticut
$3.84M – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.03M +$13.5K +1,230 +0.5%
Invesco
18
Invesco
Georgia
$3M +$1.34M +121,386 +88%
HP
19
Harvey Partners
New York
$2.7M +$3.3K +300 +0.1%
Boston Partners
20
Boston Partners
Massachusetts
$2.36M -$320K -29,070 -12%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.36M +$38.8K +3,528 +2%
Ameriprise
22
Ameriprise
Minnesota
$1.98M -$112K -10,185 -6%
ERSOT
23
Employees Retirement System of Texas
Texas
$1.85M +$363K +33,000 +26%
BCM
24
Bridgeway Capital Management
Texas
$1.74M – – –
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$1.7M -$72K -6,540 -4%
1
2 3 4 5

POWL Hedge Fund Activity: Q2 2018 in Review

113 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2018, worth a combined $262M — up 27% from $206M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new POWL positions and 5 closed out — a net gain of 6 holders — while 35 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was JP Morgan Chase, cutting an estimated $3.14M.

  • 113 institutional investors held Powell Industries (POWL) as of Q2 2018, up from 108 in Q1 2018.
  • Funds reported $262M of Powell Industries stock for Q2 2018, up 27% quarter-over-quarter.
  • 11 funds opened new Powell Industries positions in Q2 2018 and 5 closed out, a net change of +6 holders.
  • The largest Powell Industries buyer in Q2 2018 was BlackRock, an estimated $1.99M added.
  • The largest Powell Industries seller in Q2 2018 was JP Morgan Chase, an estimated $3.14M sold.

Based on aggregated 13F filings for Q2 2018.