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Powell Industries

133 hedge funds and large institutions have $301M invested in Powell Industries in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 31

19% more funds holding

Funds holding: 112133 (+21)

5% more capital invested

Capital invested by funds: $286M → $301M (+$15.6M)

4.12% more ownership

Funds ownership: 195.41%199.53% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
133
Holders Change
+21
Holders Change %
+18.75%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
48
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53.4M +$1.76M +141,639 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.5M -$463K -37,233 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24M +$126K +10,152 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$23.7M +$5.28M +424,500 +30%
HA
5
Heartland Advisors
Wisconsin
$20.1M -$959K -77,070 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
$11.6M +$490K +39,348 +5%
State Street
7
State Street
Massachusetts
$10.1M +$148K +11,859 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.72M +$2.54M +203,889 +53%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$6.97M -$9.73M -781,641 -59%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$6.27M -$96.2K -7,728 -2%
TW
11
Transform Wealth
Colorado
$6.23M -$21.4K -1,722 -0.4%
Millennium Management
12
Millennium Management
New York
$6.1M +$3.77M +302,886 +184%
Northern Trust
13
Northern Trust
Illinois
$5.21M +$87.3K +7,017 +2%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$5.08M -$3.93M -315,465 -45%
PP
15
Prospector Partners
Connecticut
$4.62M -$198K -15,900 -4%
RA
16
Royce & Associates
New York
$4.54M
N
17
Nuveen
North Carolina
$3.77M +$1.3M +104,085 +56%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$2.96M
Principal Financial Group
19
Principal Financial Group
Iowa
$2.71M -$40.4K -3,249 -2%
Franklin Resources
20
Franklin Resources
California
$2.69M
Citadel Advisors
21
Citadel Advisors
Florida
$2.67M +$1.81M +145,059 +242%
Charles Schwab
22
Charles Schwab
California
$2.48M +$392K +31,500 +20%
Ameriprise
23
Ameriprise
Minnesota
$2.45M +$272K +21,846 +13%
Invesco
24
Invesco
Georgia
$2.28M -$259K -20,778 -11%
MSL
25
Mackay Shields LLC
New York
$1.93M +$1.1M +88,200 +147%

POWL Hedge Fund Activity: Q3 2019 in Review

133 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2019, worth a combined $301M — up 5.5% from $286M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new POWL positions and 5 closed out — a net gain of 21 holders — while 48 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.28M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $9.73M.

  • 133 institutional investors held Powell Industries (POWL) as of Q3 2019, up from 112 in Q2 2019.
  • Funds reported $301M of Powell Industries stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 26 funds opened new Powell Industries positions in Q3 2019 and 5 closed out, a net change of +21 holders.
  • The largest Powell Industries buyer in Q3 2019 was Renaissance Technologies, an estimated $5.28M added.
  • The largest Powell Industries seller in Q3 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $9.73M sold.

Based on aggregated 13F filings for Q3 2019.