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PSIX

Power Solutions International
PSIX

87 hedge funds and large institutions have $353M invested in Power Solutions International in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

33% more capital invested

Capital invested by funds: $266M → $353M (+$87.1M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
40
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.03M
2
CAM
Cortina Asset Management
Wisconsin
+$5.72M
3
GIM
Granahan Investment Management
Massachusetts
+$4.69M
4
ZC
Zelman Capital
Ohio
+$4.51M
5
NCGI
Next Century Growth Investors
Minnesota
+$2.58M

Top Sellers

1
RCMC
RK Capital Management (Colorado)
Colorado
-$8.36M
2
Wells Fargo
Wells Fargo
California
-$5.12M
3
TG
TCW Group
California
-$1.67M
4
TCM
Tygh Capital Management
Oregon
-$1.62M
5
RBA
Richard Bernstein Advisors
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGHC
26
Gilder Gagnon Howe & Co
New York
$3.76M +$10.2K +196 +0.3%
KB
27
Kimelman & Baird
New York
$3.65M -$10.4K -200 -0.4%
First Trust Advisors
28
First Trust Advisors
Illinois
$3.48M +$96.6K +1,852 +4%
State Street
29
State Street
Massachusetts
$3.45M +$218K +4,180 +8%
SCM
30
Suffolk Capital Management
New York
$3.4M +$209K +4,007 +8%
TG
31
TCW Group
California
$2.96M -$1.67M -31,953 -41%
SI
32
Scout Investments
Missouri
$2.56M +$6.52K +125 +0.3%
B
33
Baird
Wisconsin
$2.47M +$504K +9,663 +34%
TCM
34
Tygh Capital Management
Oregon
$1.8M -$1.62M -31,153 -53%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$1.8M +$26.5K +508 +2%
RHJA
36
Rice Hall James & Associates
California
$1.72M +$1.4M +26,803 New
TCM
37
Texan Capital Management
Texas
$1.69M -$20.1K -385 -1%
Ameriprise
38
Ameriprise
Minnesota
$1.5M -$520K -9,975 -30%
GH
39
GAM Holding
Switzerland
$1.43M – – –
SC
40
Saturna Capital
Washington
$1.23M +$37.1K +711 +4%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.16M -$1.25K -24 -0.1%
TCIM
42
TIAA CREF Investment Management
New York
$1.06M +$24.7K +474 +3%
MMM
43
Mendel Money Management
Illinois
$1.01M – – –
BCCM
44
Blue Clay Capital Management
Minnesota
$990K +$803K +15,400 New
VFA
45
Virtus Fund Advisers
Connecticut
$912K -$67.9K -1,302 -8%
NJBEST
46
New Jersey Better Educational Savings Trust
New Jersey
$900K +$104K +2,000 +17%
BIM
47
BlackRock Investment Management
Delaware
$846K +$5.63K +108 +0.8%
Morgan Stanley
48
Morgan Stanley
New York
$840K -$27.4K -526 -4%
Invesco
49
Invesco
Georgia
$766K +$26K +499 +4%
Charles Schwab
50
Charles Schwab
California
$713K +$53K +1,017 +10%
1
2
3 4

PSIX Hedge Fund Activity: Q1 2015 in Review

87 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q1 2015, worth a combined $353M — up 33% from $266M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PSIX and 12 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 40 added.

The largest buyer was Wellington Management Group, adding an estimated $9.03M. The largest seller was RK Capital Management (Colorado), cutting an estimated $8.36M.

  • 87 institutional investors held Power Solutions International (PSIX) as of Q1 2015, down from 88 in Q4 2014.
  • Funds reported $353M of Power Solutions International stock for Q1 2015, up 33% quarter-over-quarter.
  • 12 funds opened new Power Solutions International positions in Q1 2015 and 13 closed out, a net change of -1 holder.
  • The largest Power Solutions International buyer in Q1 2015 was Wellington Management Group, an estimated $9.03M added.
  • The largest Power Solutions International seller in Q1 2015 was RK Capital Management (Colorado), an estimated $8.36M sold.

Based on aggregated 13F filings for Q1 2015.