Pioneer Power Solutions
PPSI
10 hedge funds and large institutions have $9.32M invested in Pioneer Power Solutions in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
18% more ownership
Funds ownership: 0% → 18% (+18%)
6% more capital invested
Capital invested by funds: $8.77M → $9.32M (+$545K)
23% less funds holding
Funds holding: 13 → 10 (-3)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.34M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$159K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$1.09M |
| 2 |
Goldman Sachs
New York
|
-$82K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$47K |
| 4 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$21.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
1
North Star Investment Management
Chicago,
Illinois
| $2.78M | +$159K | +29,100 | +7% |
|
|
HA
2
Heartland Advisors
Milwaukee,
Wisconsin
| $1.78M | -$1.09M | -200,000 | -40% |
|
|
FWSM
3
First Wilshire Securities Management
Pasadena,
California
| $1.76M | -$21.9K | -4,000 | -1% |
|
|
KCM
4
Kennedy Capital Management
St Louis,
Missouri
| $1.67M | +$1.34M | +245,689 | +701% |
|
|
PCM
5
Perritt Capital Management
Chicago,
Illinois
| $923K | -$47K | -8,600 | -5% |
|
6
Vanguard Group
Malvern,
Pennsylvania
| $163K | – | – | – |
|
|
BIT
7
BlackRock Institutional Trust
San Francisco,
California
| $116K | – | – | – |
|
8
California Public Employees Retirement System
Sacramento,
California
| $105K | – | – | – |
|
|
BFA
9
BlackRock Fund Advisors
San Francisco,
California
| $10K | +$2.95K | +540 | +49% |
|
10
UBS Group
Zurich,
Switzerland
| $5K | -$2.43K | -445 | -35% |
|
|
11
Goldman Sachs
New York
| – | -$82K | -14,292 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$4K | -760 | Closed |
|
PPSI Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pioneer Power Solutions (PPSI) for Q4 2016, worth a combined $9.32M — up 6.2% from $8.77M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PPSI and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Kennedy Capital Management, adding an estimated $1.34M. The largest seller was Heartland Advisors, cutting an estimated $1.09M.
- 10 institutional investors held Pioneer Power Solutions (PPSI) as of Q4 2016, down from 13 in Q3 2016.
- Funds reported $9.32M of Pioneer Power Solutions stock for Q4 2016, up 6.2% quarter-over-quarter.
- 0 funds opened new Pioneer Power Solutions positions in Q4 2016 and 3 closed out, a net change of -3 holders.
- The largest Pioneer Power Solutions buyer in Q4 2016 was Kennedy Capital Management, an estimated $1.34M added.
- The largest Pioneer Power Solutions seller in Q4 2016 was Heartland Advisors, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2016.