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PSIX

Power Solutions International

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.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

3% less funds holding

Funds holding: 9188 (-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: 20 (-2)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
36
Reduced
25
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$22.9M +$9.7M +163,520 +58%
GIM
2
Granahan Investment Management
Massachusetts
$22.4M -$4.33M -73,044 -14%
Wells Fargo
3
Wells Fargo
California
$16.3M -$7.65M -128,893 -29%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.8M -$1.52M -25,583 -9%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$13.4M +$593K +10,000 +4%
NCGI
6
Next Century Growth Investors
Minnesota
$13.3M +$5.47M +92,155 +55%
SIMG
7
Stephens Investment Management Group
Texas
$12.4M +$1.16M +19,527 +9%
RCMC
8
RK Capital Management (Colorado)
Colorado
$12.4M +$1.97M +33,200 +16%
GS
9
Gagnon Securities
New York
$10.5M +$2.1M +35,329 +21%
SCA
10
Summit Creek Advisors
Minnesota
$9.12M +$7.53M +126,840 +254%
BIT
11
BlackRock Institutional Trust
California
$8.61M +$457K +7,701 +5%
RFC
12
Russell Frank Company
Washington
$7.51M +$3.46M +58,353 +67%
Vanguard Group
13
Vanguard Group
Pennsylvania
$7.19M +$237K +3,995 +3%
ORI
14
Oak Ridge Investments
Illinois
$6.55M
BFA
15
BlackRock Fund Advisors
California
$6.46M +$959K +16,159 +15%
GA
16
Gagnon Advisors
New York
$6.21M +$752K +12,671 +12%
ECP
17
Elk Creek Partners
Colorado
$6.11M +$3.51M +59,172 +100%
NAM
18
Nichols Asset Management
Massachusetts
$5.71M -$164K -2,770 -2%
KCM
19
Kornitzer Capital Management
Kansas
$4.87M -$119K -2,000 -2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$4.35M +$5M +84,200 New
TG
21
TCW Group
California
$4.02M +$1.92M +32,382 +71%
Northern Trust
22
Northern Trust
Illinois
$3.58M +$740K +12,471 +22%
USAA
23
United Services Automobile Association
Texas
$3.33M -$661K -11,143 -15%
TCM
24
Tygh Capital Management
Oregon
$3.06M +$34.5K +582 +1%
GGHC
25
Gilder Gagnon Howe & Co
New York
$3.01M -$3.13M -52,677 -47%

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.