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PSIX

Power Solutions International
PSIX

88 hedge funds and large institutions have $266M invested in Power Solutions International in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

3% less funds holding

Funds holding: 91 → 88 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

24% less capital invested

Capital invested by funds: $350M → $266M (-$83.2M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
36
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$9.7M
2
SCA
Summit Creek Advisors
Minnesota
+$7.53M
3
NCGI
Next Century Growth Investors
Minnesota
+$5.47M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$5M
5
ECP
Elk Creek Partners
Colorado
+$3.51M

Top Sellers

Rank Fund Capital Flow
1
EA
Ecofin Advisors
United Kingdom
-$15M
2
Wells Fargo
Wells Fargo
California
-$7.65M
3
GIM
Granahan Investment Management
Massachusetts
-$4.33M
4
AAMU
Amundi Asset Management US
Massachusetts
-$3.97M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
KB
26
Kimelman & Baird
New York
$2.94M -$145K -2,437 -4%
First Trust Advisors
27
First Trust Advisors
Illinois
$2.7M +$1.83M +30,864 +144%
State Street
28
State Street
Massachusetts
$2.55M +$39K +657 +1%
SCM
29
Suffolk Capital Management
New York
$2.53M +$383K +6,450 +15%
ACH
30
ArrowMark Colorado Holdings
Colorado
$2.06M +$1.99M +33,512 +522%
SI
31
Scout Investments
Missouri
$2.05M +$1.12M +18,800 +90%
Ameriprise
32
Ameriprise
Minnesota
$1.72M -$1.79M -30,086 -47%
RBA
33
Richard Bernstein Advisors
New York
$1.52M – – –
B
34
Baird
Wisconsin
$1.48M +$612K +10,308 +56%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$1.42M +$33.2K +560 +2%
TCM
36
Texan Capital Management
Texas
$1.38M -$959K -16,160 -38%
GH
37
GAM Holding
Switzerland
$1.15M -$297K -5,000 -18%
SC
38
Saturna Capital
Washington
$952K +$432K +7,278 +65%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$933K -$797K -13,439 -43%
TCIM
40
TIAA CREF Investment Management
New York
$825K -$23.6K -397 -2%
MMM
41
Mendel Money Management
Illinois
$815K +$115K +1,930 +14%
VFA
42
Virtus Fund Advisers
Connecticut
$800K +$4.45K +75 +0.5%
OAM
43
Oberweis Asset Management
Illinois
$733K – – –
Morgan Stanley
44
Morgan Stanley
New York
$702K -$672K -11,332 -45%
BIM
45
BlackRock Investment Management
Delaware
$674K +$1.6K +27 +0.2%
WC
46
Weatherbie Capital
Massachusetts
$627K +$366K +6,175 +103%
NJBEST
47
New Jersey Better Educational Savings Trust
New Jersey
$619K – – –
1CM
48
1492 Capital Management
Wisconsin
$613K -$116K -1,951 -14%
Invesco
49
Invesco
Georgia
$589K -$1.09M -18,371 -62%
Millennium Management
50
Millennium Management
New York
$572K +$658K +11,088 New
1
2
3 4 5

PSIX Hedge Fund Activity: Q4 2014 in Review

88 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q4 2014, worth a combined $266M — down 24% from $350M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PSIX and 14 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 36 added.

The largest buyer was Westfield Capital Management, adding an estimated $9.7M. The largest seller was Ecofin Advisors, exiting entirely with an estimated $15M sold.

  • 88 institutional investors held Power Solutions International (PSIX) as of Q4 2014, down from 91 in Q3 2014.
  • Funds reported $266M of Power Solutions International stock for Q4 2014, down 24% quarter-over-quarter.
  • 14 funds opened new Power Solutions International positions in Q4 2014 and 16 closed out, a net change of -2 holders.
  • The largest Power Solutions International buyer in Q4 2014 was Westfield Capital Management, an estimated $9.7M added.
  • The largest Power Solutions International seller in Q4 2014 was Ecofin Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2014.