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Powell Industries
POWL

118 hedge funds and large institutions have $185M 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.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 123 → 118 (-5)

5.08% less ownership

Funds ownership: 204% → 198.92% (-5.1%)

15% less capital invested

Capital invested by funds: $216M → $185M (-$31.6M)

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

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
Dean Investment Associates
Ohio
+$2.35M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.88M
3
DCM
Dean Capital Management
Kansas
+$1.14M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$971K
5
MCM
Matarin Capital Management
New York
+$770K

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.03M
2
WG
Winton Group
United Kingdom
-$1.81M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
AL
AJO LP
Pennsylvania
-$1.04M
5
Bessemer Group
Bessemer Group
New Jersey
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$32.9M -$194K -21,822 -0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.9M -$169K -19,020 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14M +$85.2K +9,606 +0.6%
Renaissance Technologies
4
Renaissance Technologies
New York
$13.4M -$1.31M -147,600 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.81M -$423K -47,712 -4%
State Street
6
State Street
Massachusetts
$6.42M -$228K -25,668 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.32M +$99.3K +11,199 +2%
Northern Trust
8
Northern Trust
Illinois
$4.65M -$116K -13,125 -2%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$3.92M +$1.88M +212,040 +77%
TW
10
Transform Wealth
Colorado
$3.84M – – –
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$3.33M +$141K +15,912 +4%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$3.18M – – –
RA
13
Royce & Associates
New York
$3.01M +$3.78K +426 +0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.99M -$168K -18,981 -5%
Goldman Sachs
15
Goldman Sachs
New York
$2.61M -$399K -44,982 -12%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$2.51M -$148K -16,710 -5%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$2.27M +$354K +39,900 +16%
N
18
Nuveen
North Carolina
$2.24M -$800K -90,153 -24%
AQR Capital Management
19
AQR Capital Management
Connecticut
$2.19M -$297K -33,537 -11%
DIA
20
Dean Investment Associates
Ohio
$2.13M +$2.35M +265,353 New
HA
21
Heartland Advisors
Wisconsin
$2.1M – – –
MSL
22
Mackay Shields LLC
New York
$2.06M +$319K +36,000 +16%
Invesco
23
Invesco
Georgia
$1.72M +$441K +49,677 +30%
PAM
24
Panagora Asset Management
Massachusetts
$1.65M -$59.5K -6,705 -3%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$1.55M +$359K +40,431 +27%
1
2 3 4 5

POWL Hedge Fund Activity: Q3 2020 in Review

118 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2020, worth a combined $185M — down 15% 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 $185M of Powell Industries stock for Q3 2020, down 15% 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.