Powell Industries
POWL
118 hedge funds and large institutions have $186M invested in Powell Industries in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 14 closing their positions.
4% less funds holding
Funds holding: 123 → 118 (-5)
5.08% less ownership
Funds ownership: 204% → 198.92% (-5.1%)
14% less capital invested
Capital invested by funds: $216M → $186M (-$30.2M)
27% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 49
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
+$2.35M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.88M |
| 3 |
DCM
Dean Capital Management
Overland Park,
Kansas
|
+$1.14M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$971K |
| 5 |
MCM
Matarin Capital Management
New York
|
+$770K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.03M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
-$1.81M |
| 3 |
Renaissance Technologies
New York
|
-$1.31M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.04M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$833K |
POWL Hedge Fund Activity: Q3 2020 in Review
118 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $186M — down 14% from $216M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of POWL and 9 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 36 added.
The largest buyer was Dean Investment Associates, opening a new position worth an estimated $2.35M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.03M sold.
- 118 institutional investors held Powell Industries (POWL) as of Q3 2020, down from 123 in Q2 2020.
- Funds reported $186M of Powell Industries stock for Q3 2020, down 14% quarter-over-quarter.
- 9 funds opened new Powell Industries positions in Q3 2020 and 14 closed out, a net change of -5 holders.
- The largest Powell Industries buyer in Q3 2020 was Dean Investment Associates, an estimated $2.35M added.
- The largest Powell Industries seller in Q3 2020 was Hillsdale Investment Management, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2020.