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Powell Industries
POWL

112 hedge funds and large institutions have $286M invested in Powell Industries in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

71% more call options, than puts

Call options by funds: $266K | Put options by funds: $156K

45% more capital invested

Capital invested by funds: $197M → $286M (+$88.6M)

14.97% more ownership

Funds ownership: 180.44% → 195.41% (+15%)

11% more funds holding

Funds holding: 101 → 112 (+11)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

Holders
112
Holders Change
+11
Holders Change %
+10.89%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
32
Reduced
29
Closed
7
Calls
$266K
Puts
$156K
Net Calls
+$110K
Net Calls Change
+$110K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$2.82M
2
N
Nuveen
North Carolina
+$2.06M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M
4
BlackRock
BlackRock
New York
+$1.16M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$915K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.65M
2
PI
Putnam Investments
Massachusetts
-$1.07M
3
Goldman Sachs
Goldman Sachs
New York
-$1.04M
4
BCM
Bridgeway Capital Management
Texas
-$989K
5
ERSOT
Employees Retirement System of Texas
Texas
-$935K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$50.1M +$1.16M +103,965 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$36.9M +$245K +22,014 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.2M +$110K +9,909 +0.5%
HA
4
Heartland Advisors
Wisconsin
$20.5M -$147K -13,221 -0.8%
Renaissance Technologies
5
Renaissance Technologies
New York
$17.6M +$1.8M +161,202 +13%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$16.7M -$5.65M -506,907 -28%
JP Morgan Chase
7
JP Morgan Chase
New York
$10.6M -$24.8K -2,229 -0.3%
State Street
8
State Street
Massachusetts
$9.68M +$260K +23,355 +3%
VDBMI
9
Van Den Berg Management I
Texas
$9.49M -$1.84K -165 -0%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$8.93M +$2.82M +253,194 +56%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.18M +$573K +51,465 +12%
TW
12
Transform Wealth
Colorado
$6.07M -$3.34K -300 -0.1%
Northern Trust
13
Northern Trust
Illinois
$4.97M -$189K -16,947 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.92M +$915K +82,179 +27%
PP
15
Prospector Partners
Connecticut
$4.69M – – –
RA
16
Royce & Associates
New York
$4.4M – – –
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$2.87M +$160K +14,346 +7%
Principal Financial Group
18
Principal Financial Group
Iowa
$2.68M -$67 -6 -0%
Franklin Resources
19
Franklin Resources
California
$2.61M – – –
Invesco
20
Invesco
Georgia
$2.48M -$302K -27,102 -12%
N
21
Nuveen
North Carolina
$2.35M +$2.06M +185,151 New
Ameriprise
22
Ameriprise
Minnesota
$2.1M -$18.5K -1,665 -1%
Millennium Management
23
Millennium Management
New York
$2.09M +$160K +14,367 +10%
Charles Schwab
24
Charles Schwab
California
$2.01M +$78.2K +7,020 +5%
Morgan Stanley
25
Morgan Stanley
New York
$1.47M -$61.7K -5,544 -5%
1
2 3 4 5

POWL Hedge Fund Activity: Q2 2019 in Review

112 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2019, worth a combined $286M — up 45% from $197M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new POWL positions and 7 closed out — a net gain of 14 holders — while 32 added to existing stakes and 29 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $2.82M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $5.65M.

  • 112 institutional investors held Powell Industries (POWL) as of Q2 2019, up from 101 in Q1 2019.
  • Funds reported $286M of Powell Industries stock for Q2 2019, up 45% quarter-over-quarter.
  • 21 funds opened new Powell Industries positions in Q2 2019 and 7 closed out, a net change of +14 holders.
  • The largest Powell Industries buyer in Q2 2019 was Brandywine Global Investment Management, an estimated $2.82M added.
  • The largest Powell Industries seller in Q2 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2019.