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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$9.7M |
| 2 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$7.53M |
| 3 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$5.47M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$5M |
| 5 |
ECP
Elk Creek Partners
Denver,
Colorado
|
+$3.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Ecofin Advisors
London,
United Kingdom
|
-$15M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.65M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$4.33M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$3.97M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$3.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
RhumbLine Advisers
Boston,
Massachusetts
| – | -$221K | -3,202 | Closed |
|
|
UCFA
102
United Capital Financial Advisors
Irving,
Texas
| – | -$216K | -3,125 | Closed |
|
|
ACP
103
Ashfield Capital Partners
San Francisco,
California
| – | -$207K | -3,000 | Closed |
|
104
BNP Paribas Financial Markets
Paris,
France
| – | -$8.63K | -125 | Closed |
|
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.