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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
GIM
1
Granahan Investment Management
Massachusetts
$36.3M -$1.63M -21,226 -4%
Wells Fargo
2
Wells Fargo
California
$26M +$5.76M +74,940 +26%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$24.4M +$15.2M +197,260 +140%
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$18.3M +$6.04M +78,642 +45%
SIMG
5
Stephens Investment Management Group
Texas
$15.1M +$17.7K +230 +0.1%
NCGI
6
Next Century Growth Investors
Minnesota
$12.7M -$4.98M -64,876 -27%
RCMC
7
RK Capital Management (Colorado)
Colorado
$12M +$2.71M +35,304 +27%
GS
8
Gagnon Securities
New York
$11M -$572K -7,442 -5%
BIT
9
BlackRock Institutional Trust
California
$10.9M +$1.82M +23,730 +19%
ORI
10
Oak Ridge Investments
Illinois
$9.14M +$9.76M +127,000 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$8.4M +$337K +4,392 +4%
BFA
12
BlackRock Fund Advisors
California
$7.97M +$3.82M +49,713 +81%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$7.92M +$8.45M +110,000 New
EA
14
Ecofin Advisors
United Kingdom
$7.69M +$2.47M +32,145 +43%
GA
15
Gagnon Advisors
New York
$7.49M +$230K +3,000 +3%
KCM
16
Kornitzer Capital Management
Kansas
$7.22M -$2.41M -31,400 -24%
RIM
17
Rainier Investment Management
Washington
$6.53M +$5.2M +67,670 +294%
NAM
18
Nichols Asset Management
Massachusetts
$6.36M +$6.79M +88,330 New
DCM
19
Driehaus Capital Management
Illinois
$5.6M -$2.83M -36,832 -32%
USAA
20
United Services Automobile Association
Texas
$5.43M -$1.74M -22,593 -23%
PC
21
Pier Capital
Connecticut
$4.54M -$470K -6,117 -9%
Ameriprise
22
Ameriprise
Minnesota
$4.31M +$789K +10,268 +21%
RFC
23
Russell Frank Company
Washington
$4.28M +$2.08M +27,056 +63%
KB
24
Kimelman & Baird
New York
$4.27M +$4.28M +55,719 +1,543%
GP
25
Grow Partners
California
$4.25M -$1.24M -16,100 -21%
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.