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Powell Industries
POWL

101 hedge funds and large institutions have $197M invested in Powell Industries in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

7% more capital invested

Capital invested by funds: $184M → $197M (+$13.1M)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

11.48% less ownership

Funds ownership: 191.93% → 180.44% (-11%)

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
37
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$556K
2
Goldman Sachs
Goldman Sachs
New York
+$538K
3
Renaissance Technologies
Renaissance Technologies
New York
+$490K
4
Millennium Management
Millennium Management
New York
+$456K
5
PP
Prospector Partners
Connecticut
+$389K

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1M
2
ANTB
AMG National Trust Bank
Colorado
-$618K
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$526K
4
JP Morgan Chase
JP Morgan Chase
New York
-$282K
5
SI
Shaker Investments
Ohio
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$34.1M +$119K +12,105 +0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.6M +$204K +20,757 +0.7%
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$16.1M -$181K -18,390 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.1M +$556K +56,493 +3%
HA
5
Heartland Advisors
Wisconsin
$14.5M +$68.9K +7,011 +0.4%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.9M +$490K +49,800 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$7.57M -$282K -28,653 -3%
VDBMI
8
Van Den Berg Management I
Texas
$6.63M -$37K -3,765 -0.5%
State Street
9
State Street
Massachusetts
$6.56M +$244K +24,795 +3%
TW
10
Transform Wealth
Colorado
$4.24M – – –
BGIM
11
Brandywine Global Investment Management
Pennsylvania
$4M -$526K -53,520 -11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.87M +$362K +36,801 +9%
Northern Trust
13
Northern Trust
Illinois
$3.62M +$4.16K +423 +0.1%
PP
14
Prospector Partners
Connecticut
$3.28M +$389K +39,549 +12%
RA
15
Royce & Associates
New York
$3.08M – – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.71M +$262K +26,685 +10%
Invesco
17
Invesco
Georgia
$1.97M -$88.2K -8,967 -4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$1.88M +$306K +31,116 +17%
Principal Financial Group
19
Principal Financial Group
Iowa
$1.87M -$10.3K -1,044 -0.5%
Franklin Resources
20
Franklin Resources
California
$1.82M – – –
Ameriprise
21
Ameriprise
Minnesota
$1.48M -$6.93K -705 -0.4%
ERSOT
22
Employees Retirement System of Texas
Texas
$1.41M – – –
Charles Schwab
23
Charles Schwab
California
$1.34M +$90.7K +9,228 +6%
Millennium Management
24
Millennium Management
New York
$1.33M +$456K +46,395 +45%
BCM
25
Bridgeway Capital Management
Texas
$1.33M – – –
1
2 3 4 5

POWL Hedge Fund Activity: Q1 2019 in Review

101 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2019, worth a combined $197M — up 7.1% from $184M a quarter earlier.

Fund positioning in POWL was balanced in Q1 2019: 7 funds opened new positions, 7 closed out, 37 added to existing stakes and 28 trimmed.

The largest buyer was Vanguard Group, adding an estimated $556K. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $1M sold.

  • 101 institutional investors held Powell Industries (POWL) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $197M of Powell Industries stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 7 funds opened new Powell Industries positions in Q1 2019 and 7 closed out, a net change of 0 holders.
  • The largest Powell Industries buyer in Q1 2019 was Vanguard Group, an estimated $556K added.
  • The largest Powell Industries seller in Q1 2019 was Assenagon Asset Management, an estimated $1M sold.

Based on aggregated 13F filings for Q1 2019.