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Powell Industries
POWL

121 hedge funds and large institutions have $235M invested in Powell Industries in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $185M → $235M (+$49.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

5.36% more ownership

Funds ownership: 198.92% → 204.28% (+5.4%)

3% more funds holding

Funds holding: 118 → 121 (+3)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
38
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.06M
2
Morgan Stanley
Morgan Stanley
New York
+$2.8M
3
VDBMI
Van Den Berg Management I
Texas
+$1.85M
4
BlackRock
BlackRock
New York
+$1.54M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.35M

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$2.1M
2
MSL
Mackay Shields LLC
New York
-$1.11M
3
N
Nuveen
North Carolina
-$667K
4
MAM
Martingale Asset Management
Massachusetts
-$638K
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$41.9M +$1.54M +172,731 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.6M -$223K -25,014 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.5M +$399K +44,874 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$16M -$425K -47,700 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$13.3M +$1.35M +151,284 +13%
State Street
6
State Street
Massachusetts
$7.88M +$31.9K +3,588 +0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.27M -$214K -23,997 -4%
Northern Trust
8
Northern Trust
Illinois
$5.42M -$236K -26,490 -5%
TW
9
Transform Wealth
Colorado
$4.69M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.64M +$897K +100,728 +27%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$4.11M -$618K -69,393 -14%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$4M -$57K -6,408 -2%
Morgan Stanley
13
Morgan Stanley
New York
$3.72M +$2.8M +314,601 +491%
RA
14
Royce & Associates
New York
$3.63M -$42K -4,713 -1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$3.61M -$246K -27,600 -7%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.38M +$3.06M +343,590 New
Goldman Sachs
17
Goldman Sachs
New York
$2.95M -$218K -24,435 -8%
Invesco
18
Invesco
Georgia
$2.95M +$762K +85,629 +40%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$2.81M -$236K -26,499 -8%
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$2.8M +$22.6K +2,535 +0.9%
DIA
21
Dean Investment Associates
Ohio
$2.55M -$52K -5,847 -2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$2.46M +$1.25M +140,124 +127%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.25M -$385K -43,257 -16%
DCM
24
Dean Capital Management
Kansas
$2.16M +$814K +91,455 +71%
VDBMI
25
Van Den Berg Management I
Texas
$2.04M +$1.85M +207,870 New
1
2 3 4 5

POWL Hedge Fund Activity: Q4 2020 in Review

121 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2020, worth a combined $235M — up 27% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new POWL positions and 12 closed out — a net gain of 3 holders — while 38 added to existing stakes and 50 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Heartland Advisors, exiting entirely with an estimated $2.1M sold.

  • 121 institutional investors held Powell Industries (POWL) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $235M of Powell Industries stock for Q4 2020, up 27% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2020 and 12 closed out, a net change of +3 holders.
  • The largest Powell Industries buyer in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $3.06M added.
  • The largest Powell Industries seller in Q4 2020 was Heartland Advisors, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.