Powell Industries
POWL
107 hedge funds and large institutions have $271M invested in Powell Industries in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 13 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 30
4% more capital invested
Capital invested by funds: $262M → $271M (+$9.61M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.77% less ownership
Funds ownership: 196.66% → 195.89% (-0.77%)
5% less funds holding
Funds holding: 113 → 107 (-6)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $181K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.53M |
| 2 |
CM
Crestline Management
Fort Worth,
Texas
|
+$1.71M |
| 3 |
Renaissance Technologies
New York
|
+$1.55M |
| 4 |
BlackRock
New York
|
+$989K |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$763K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.8M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$969K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$855K |
| 4 |
Two Sigma Investments
New York
|
-$589K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$515K |
POWL Hedge Fund Activity: Q3 2018 in Review
107 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2018, worth a combined $271M — up 3.7% from $262M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of POWL and 9 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 43 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.53M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $6.8M sold.
- 107 institutional investors held Powell Industries (POWL) as of Q3 2018, down from 113 in Q2 2018.
- Funds reported $271M of Powell Industries stock for Q3 2018, up 3.7% quarter-over-quarter.
- 9 funds opened new Powell Industries positions in Q3 2018 and 13 closed out, a net change of -4 holders.
- The largest Powell Industries buyer in Q3 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $2.53M added.
- The largest Powell Industries seller in Q3 2018 was T. Rowe Price Associates, an estimated $6.8M sold.
Based on aggregated 13F filings for Q3 2018.