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PSIX

Power Solutions International
PSIX

93 hedge funds and large institutions have $327M invested in Power Solutions International in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $304M → $327M (+$23.4M)

2% more funds holding

Funds holding: 91 → 93 (+2)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
40
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.2M
2
ORI
Oak Ridge Investments
Illinois
+$9.76M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$8.45M
4
NAM
Nichols Asset Management
Massachusetts
+$6.79M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$6.04M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.91M
2
NCGI
Next Century Growth Investors
Minnesota
-$4.98M
3
RA
Royce & Associates
New York
-$3.71M
4
DCM
Driehaus Capital Management
Illinois
-$2.83M
5
AI
Axiom Investors
Connecticut
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
26
State Street
Massachusetts
$3.52M +$1.16M +15,078 +45%
TCM
27
Tygh Capital Management
Oregon
$3.42M -$1.97M -25,650 -35%
ECP
28
Elk Creek Partners
Colorado
$3.08M +$1.22M +15,850 +59%
TCM
29
Texan Capital Management
Texas
$2.99M -$16.5K -215 -0.5%
GIPM
30
G2 Investment Partners Management
New York
$2.69M +$700K +9,107 +32%
Invesco
31
Invesco
Georgia
$2.68M -$736K -9,578 -20%
TG
32
TCW Group
California
$2.65M -$781K -10,163 -22%
Northern Trust
33
Northern Trust
Illinois
$2.64M +$338K +4,400 +14%
SCM
34
Suffolk Capital Management
New York
$2.55M -$315K -4,095 -10%
EI
35
EAM Investors
California
$2.45M -$209K -2,716 -7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.14M +$256K +3,337 +13%
RBA
37
Richard Bernstein Advisors
New York
$2.13M – – –
Geode Capital Management
38
Geode Capital Management
Massachusetts
$1.91M +$156K +2,035 +8%
PM
39
Pembroke Management
Quebec, Canada
$1.85M +$599K +7,800 +44%
GC
40
Guggenheim Capital
Illinois
$1.82M -$277K -3,600 -12%
Morgan Stanley
41
Morgan Stanley
New York
$1.66M -$970K -12,632 -35%
PCP
42
Perimeter Capital Partners
Georgia
$1.24M -$512K -6,661 -28%
GH
43
GAM Holding
Switzerland
$1.24M – – –
CS
44
Credit Suisse
Switzerland
$1.24M +$906K +11,788 +219%
TCIM
45
TIAA CREF Investment Management
New York
$1.21M +$649K +8,454 +101%
VFA
46
Virtus Fund Advisers
Connecticut
$1.13M +$1.21M +15,694 New
1CM
47
1492 Capital Management
Wisconsin
$1.07M -$29.3K -381 -3%
TCM
48
Timpani Capital Management
Wisconsin
$1.04M +$161K +2,094 +17%
BIM
49
BlackRock Investment Management
Delaware
$927K +$527K +6,857 +114%
Charles Schwab
50
Charles Schwab
California
$787K +$270K +3,520 +48%
1
2
3 4 5

PSIX Hedge Fund Activity: Q2 2014 in Review

93 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q2 2014, worth a combined $327M — up 7.7% from $304M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSIX positions and 15 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $5.91M sold.

  • 93 institutional investors held Power Solutions International (PSIX) as of Q2 2014, up from 91 in Q1 2014.
  • Funds reported $327M of Power Solutions International stock for Q2 2014, up 7.7% quarter-over-quarter.
  • 18 funds opened new Power Solutions International positions in Q2 2014 and 15 closed out, a net change of +3 holders.
  • The largest Power Solutions International buyer in Q2 2014 was Fidelity Investments, an estimated $15.2M added.
  • The largest Power Solutions International seller in Q2 2014 was Lord, Abbett & Co, an estimated $5.91M sold.

Based on aggregated 13F filings for Q2 2014.