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PSIX

Power Solutions International
PSIX

89 hedge funds and large institutions have $312M invested in Power Solutions International in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

2% more funds holding

Funds holding: 87 → 89 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

12% less capital invested

Capital invested by funds: $353M → $312M (-$41.3M)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
35
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.4M
2
Wells Fargo
Wells Fargo
California
+$11.6M
3
GGHC
Gilder Gagnon Howe & Co
New York
+$5.64M
4
PM
Pembroke Management
Quebec, Canada
+$3.64M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.11M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.1M
2
NCGI
Next Century Growth Investors
Minnesota
-$8.22M
3
NAM
Nichols Asset Management
Massachusetts
-$5.62M
4
TCM
Tygh Capital Management
Oregon
-$1.8M
5
RHJA
Rice Hall James & Associates
California
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
KB
26
Kimelman & Baird
New York
$3.29M +$243K +4,137 +7%
State Street
27
State Street
Massachusetts
$2.93M +$27.6K +469 +0.9%
SCM
28
Suffolk Capital Management
New York
$2.81M -$58.8K -1,000 -2%
Ameriprise
29
Ameriprise
Minnesota
$2.52M +$1.37M +23,236 +100%
Renaissance Technologies
30
Renaissance Technologies
New York
$2.5M +$2.72M +46,293 New
TG
31
TCW Group
California
$2.36M -$135K -2,296 -5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$2.16M +$2.35M +39,980 New
SI
33
Scout Investments
Missouri
$2.15M – – –
RA
34
Royce & Associates
New York
$2.07M +$1.69M +28,700 +299%
WA
35
Whitebox Advisors
Minnesota
$1.9M +$2.07M +35,180 New
First Trust Advisors
36
First Trust Advisors
Illinois
$1.76M -$1.27M -21,517 -40%
Deutsche Bank
37
Deutsche Bank
Germany
$1.75M +$1.9M +32,313 +359,033%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$1.67M +$1.48M +25,205 +440%
AAP
39
Ardsley Advisory Partners
Connecticut
$1.62M +$1.77M +30,000 New
Geode Capital Management
40
Geode Capital Management
Massachusetts
$1.55M +$38.4K +652 +2%
TCM
41
Texan Capital Management
Texas
$1.45M +$30.9K +525 +2%
GH
42
GAM Holding
Switzerland
$1.2M – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.04M +$67.1K +1,140 +6%
BCCM
44
Blue Clay Capital Management
Minnesota
$940K +$118K +2,000 +13%
BIM
45
BlackRock Investment Management
Delaware
$899K +$205K +3,481 +26%
TCIM
46
TIAA CREF Investment Management
New York
$892K +$3.65K +62 +0.4%
MMM
47
Mendel Money Management
Illinois
$834K -$20.6K -350 -2%
Invesco
48
Invesco
Georgia
$813K +$184K +3,134 +26%
SC
49
Saturna Capital
Washington
$698K – – –
Morgan Stanley
50
Morgan Stanley
New York
$668K -$42.5K -723 -6%
1
2
3 4

PSIX Hedge Fund Activity: Q2 2015 in Review

89 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q2 2015, worth a combined $312M — down 12% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSIX positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14.4M. The largest seller was Fidelity Investments, exiting entirely with an estimated $17.1M sold.

  • 89 institutional investors held Power Solutions International (PSIX) as of Q2 2015, up from 87 in Q1 2015.
  • Funds reported $312M of Power Solutions International stock for Q2 2015, down 12% quarter-over-quarter.
  • 14 funds opened new Power Solutions International positions in Q2 2015 and 11 closed out, a net change of +3 holders.
  • The largest Power Solutions International buyer in Q2 2015 was Wellington Management Group, an estimated $14.4M added.
  • The largest Power Solutions International seller in Q2 2015 was Fidelity Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2015.