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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$587K +$323K +4,200 +106%
NJBEST
52
New Jersey Better Educational Savings Trust
New Jersey
$576K -$76.8K -1,000 -11%
First Trust Advisors
53
First Trust Advisors
Illinois
$499K +$322K +4,188 +153%
SC
54
Saturna Capital
Washington
$483K – – –
GF
55
Gerry Farber
New York
$482K +$515K +6,700 New
TA
56
Teachers Advisors
New York
$448K +$247K +3,209 +106%
PP
57
PDT Partners
New York
$396K -$358K -4,656 -46%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$389K +$415K +5,402 New
Calamos Advisors
59
Calamos Advisors
Illinois
$342K +$108K +1,400 +42%
SIM
60
Sentry Investment Management
Wisconsin
$309K +$330K +4,300 New
Jane Street
61
Jane Street
New York
$293K +$313K +4,078 New
PCM
62
Palisade Capital Management
New Jersey
$288K -$230K -3,000 -43%
Swiss National Bank
63
Swiss National Bank
Switzerland
$288K +$30.7K +400 +11%
Stifel Financial
64
Stifel Financial
Missouri
$282K -$273K -3,555 -48%
SFU
65
Stonehage Fleming (UK)
United Kingdom
$267K -$95K -1,237 -25%
FSA
66
Franklin Street Advisors
North Carolina
$266K -$11.5K -150 -4%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$259K +$277K +3,602 New
U
68
UBS
Switzerland
$258K +$10.1K +131 +4%
NFA
69
Nationwide Fund Advisors
Ohio
$246K -$72.6K -945 -22%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$230K +$246K +3,202 New
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$165K +2,143 +208%
ACP
72
Ashfield Capital Partners
California
$216K – – –
Citadel Advisors
73
Citadel Advisors
Florida
$212K +$226K +2,946 New
AIG
74
American International Group
New York
$211K +$112K +1,462 +99%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$190K +$63K +820 +45%
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.