We are live on ! Find out more
POWL icon

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
13
Calls
–
Puts
$181K
Net Calls
-$181K
Net Calls Change
+$745K

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.53M
2
CM
Crestline Management
Texas
+$1.71M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.55M
4
BlackRock
BlackRock
New York
+$989K
5
OAM
Oberweis Asset Management
Illinois
+$763K

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.8M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
-$969K
3
KCM
Kennedy Capital Management
Missouri
-$855K
4
Two Sigma Investments
Two Sigma Investments
New York
-$589K
5
Deutsche Bank
Deutsche Bank
Germany
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$45M +$989K +79,650 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.5M +$526K +42,411 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.2M +$98.2K +7,911 +0.5%
HA
4
Heartland Advisors
Wisconsin
$20M +$15.3K +1,236 +0.1%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$17.5M +$2.53M +203,562 +16%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.8M +$1.55M +124,731 +12%
JP Morgan Chase
7
JP Morgan Chase
New York
$10.4M -$78.3K -6,312 -0.7%
VDBMI
8
Van Den Berg Management I
Texas
$9.14M -$75.7K -6,099 -0.8%
State Street
9
State Street
Massachusetts
$8.71M +$520K +41,889 +6%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$6.37M -$969K -78,039 -13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.16M +$215K +17,358 +4%
TW
12
Transform Wealth
Colorado
$5.79M -$355K -28,638 -6%
Northern Trust
13
Northern Trust
Illinois
$4.98M +$123K +9,876 +2%
RA
14
Royce & Associates
New York
$4.2M – – –
PP
15
Prospector Partners
Connecticut
$4M – – –
Invesco
16
Invesco
Georgia
$3.41M +$292K +23,505 +9%
CM
17
Crestline Management
Texas
$3.37M +$1.71M +137,718 +98%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.24M +$86.8K +6,990 +3%
HP
19
Harvey Partners
New York
$2.86M +$48.4K +3,900 +2%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.55M +$93.3K +7,518 +4%
Boston Partners
21
Boston Partners
Massachusetts
$2.42M -$39.3K -3,165 -2%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.3M +$545K +43,881 +30%
Ameriprise
23
Ameriprise
Minnesota
$2.11M +$47.5K +3,825 +2%
Morgan Stanley
24
Morgan Stanley
New York
$2.08M +$485K +39,087 +29%
ERSOT
25
Employees Retirement System of Texas
Texas
$1.92M – – –
1
2 3 4 5

POWL Hedge Fund Activity: Q3 2018 in Review

107 of the 4,374 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.