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Powell Industries

123 hedge funds and large institutions have $216M invested in Powell Industries in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $201M → $216M (+$15.4M)

1.56% more ownership

Funds ownership: 202.43%204% (+1.6%)

2% less funds holding

Funds holding: 125123 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.6M -$398K -46,824 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.1M -$210K -24,759 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$16.6M -$612K -72,000 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.8M +$208K +24,465 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$11.4M +$1.78M +209,160 +20%
State Street
6
State Street
Massachusetts
$7.52M -$372K -43,806 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.94M -$9.36K -1,101 -0.2%
Northern Trust
8
Northern Trust
Illinois
$5.4M +$1.69M +199,161 +51%
TW
9
Transform Wealth
Colorado
$4.36M
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$3.63M +$478K +56,268 +16%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$3.6M -$60.1K -7,065 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.57M -$86.1K -10,128 -3%
RA
13
Royce & Associates
New York
$3.41M +$69.8K +8,214 +2%
Goldman Sachs
14
Goldman Sachs
New York
$3.37M -$424K -49,836 -12%
N
15
Nuveen
North Carolina
$3.37M -$107K -12,570 -3%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$3M +$51.8K +6,090 +2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$2.79M +$61.1K +7,188 +2%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$2.51M +$2.34M +275,100 New
HA
19
Heartland Advisors
Wisconsin
$2.39M
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$2.22M +$28.1K +3,300 +1%
HIM
21
Hillsdale Investment Management
Ontario, Canada
$2.03M -$2.55K -300 -0.1%
MSL
22
Mackay Shields LLC
New York
$2.01M +$150K +17,700 +9%
PAM
23
Panagora Asset Management
Massachusetts
$1.94M +$264K +31,059 +17%
Marshall Wace
24
Marshall Wace
United Kingdom
$1.89M +$662K +77,850 +61%
Citadel Advisors
25
Citadel Advisors
Florida
$1.84M +$340K +39,990 +25%

POWL Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2020, worth a combined $216M — up 7.7% from $201M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of POWL and 14 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $2.34M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $6.45M sold.

  • 123 institutional investors held Powell Industries (POWL) as of Q2 2020, down from 125 in Q1 2020.
  • Funds reported $216M of Powell Industries stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 14 funds opened new Powell Industries positions in Q2 2020 and 16 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q2 2020 was Assenagon Asset Management, an estimated $2.34M added.
  • The largest Powell Industries seller in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $6.45M sold.

Based on aggregated 13F filings for Q2 2020.