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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
BA
76
BlackRock Advisors
Delaware
$136K +$59.1K +769 +69%
Deutsche Bank
77
Deutsche Bank
Germany
$97K -$58.7K -764 -36%
STC
78
SEI Trust Company
Pennsylvania
$95K +$101K +1,320 New
QT
79
Quantbot Technologies
New York
$93K +$99.9K +1,300 New
GSC
80
Ground Swell Capital
South Carolina
$68K +$72.7K +946 New
MCM
81
Mazama Capital Management
Oregon
$66K +$12.7K +165 +22%
TRCT
82
Tower Research Capital (TRC)
New York
$51K +$43.6K +567 +397%
AllianceBernstein
83
AllianceBernstein
Tennessee
$43K +$45.5K +592 +7,400%
FMT
84
First Mercantile Trust
Tennessee
$37K -$13.6K -177 -25%
BG
85
BlackRock Group
United Kingdom
$18K +$19.4K +252 New
MFS
86
MSI Financial Services
Massachusetts
$14K – – –
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$11K – – –
BlackRock
88
BlackRock
New York
$8K +$8.91K +116 New
Barclays
89
Barclays
United Kingdom
$7K +$615 +8 +9%
MTIP
90
Magee Thomson Investment Partners
California
$4K -$1.23K -16 -21%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$4K +$3.84K +50 New
Citigroup
92
Citigroup
New York
$3K -$22.7K -296 -89%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$1.87K +$2K +26 New
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
– -$5.91M -78,593 Closed
RA
95
Royce & Associates
New York
– -$3.71M -49,355 Closed
AI
96
Axiom Investors
Connecticut
– -$2.49M -33,130 Closed
LCG
97
Lisanti Capital Growth
New York
– -$1.82M -24,280 Closed
SB
98
Suntrust Banks
Georgia
– -$1.14M -15,234 Closed
TC
99
TFS Capital
Pennsylvania
– -$568K -7,562 Closed
COPPSERS
100
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$552K -7,350 Closed
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.