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Powell Industries
POWL

101 hedge funds and large institutions have $184M invested in Powell Industries in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

3.97% less ownership

Funds ownership: 195.89% → 191.93% (-4%)

6% less funds holding

Funds holding: 107 → 101 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $271M → $184M (-$87.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
101
Holders Change
-6
Holders Change %
-5.61%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
31
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.91M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.19M
3
BlackRock
BlackRock
New York
+$1.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$887K
5
Franklin Resources
Franklin Resources
California
+$702K

Top Sellers

1
CM
Crestline Management
Texas
-$3.37M
2
HP
Harvey Partners
New York
-$2.86M
3
Boston Partners
Boston Partners
Massachusetts
-$2.42M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.08M
5
OAM
Oberweis Asset Management
Illinois
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$32M +$1.14M +115,296 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.9M +$131K +13,188 +0.5%
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$15.3M +$3.91M +394,644 +27%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.7M +$887K +89,493 +5%
HA
5
Heartland Advisors
Wisconsin
$13.6M -$242K -24,423 -1%
Renaissance Technologies
6
Renaissance Technologies
New York
$9.85M +$419K +42,300 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.37M +$221K +22,245 +3%
VDBMI
8
Van Den Berg Management I
Texas
$6.28M -$26.9K -2,709 -0.4%
State Street
9
State Street
Massachusetts
$5.97M -$41.3K -4,170 -0.6%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$4.21M -$216K -21,738 -4%
TW
11
Transform Wealth
Colorado
$4M – – –
Northern Trust
12
Northern Trust
Illinois
$3.41M -$30.5K -3,078 -0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.33M -$1.08M -109,296 -21%
RA
14
Royce & Associates
New York
$2.9M – – –
PP
15
Prospector Partners
Connecticut
$2.76M – – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.33M +$113K +11,379 +4%
Invesco
17
Invesco
Georgia
$1.93M -$502K -50,670 -18%
Principal Financial Group
18
Principal Financial Group
Iowa
$1.77M +$11.4K +1,149 +0.5%
Franklin Resources
19
Franklin Resources
California
$1.72M +$702K +70,800 +52%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.51M -$88.9K -8,970 -5%
Ameriprise
21
Ameriprise
Minnesota
$1.4M -$60K -6,051 -3%
ERSOT
22
Employees Retirement System of Texas
Texas
$1.33M – – –
BCM
23
Bridgeway Capital Management
Texas
$1.25M – – –
Charles Schwab
24
Charles Schwab
California
$1.19M -$22.6K -2,280 -2%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$1M +$1.19M +120,324 New
1
2 3 4 5

POWL Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2018, worth a combined $184M — down 32% from $271M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of POWL and 13 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 31 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $3.91M. The largest seller was Crestline Management, exiting entirely with an estimated $3.37M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q4 2018, down from 107 in Q3 2018.
  • Funds reported $184M of Powell Industries stock for Q4 2018, down 32% quarter-over-quarter.
  • 13 funds opened new Powell Industries positions in Q4 2018 and 19 closed out, a net change of -6 holders.
  • The largest Powell Industries buyer in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $3.91M added.
  • The largest Powell Industries seller in Q4 2018 was Crestline Management, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2018.