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PSIX

Power Solutions International

89 hedge funds and large institutions have $312M invested in Power Solutions International in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

2% more funds holding

Funds holding: 8789 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less capital invested

Capital invested by funds: $353M → $312M (-$41.3M)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
35
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Granahan Investment Management
Massachusetts
$28M -$334K -5,668 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$27.1M +$14.4M +245,200 +95%
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$25.9M -$348K -5,919 -1%
Wells Fargo
4
Wells Fargo
California
$22.4M +$11.6M +197,259 +91%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$15.1M
SIMG
6
Stephens Investment Management Group
Texas
$14.3M +$2.02M +34,310 +15%
GS
7
Gagnon Securities
New York
$12.5M -$1.07M -18,203 -7%
SCA
8
Summit Creek Advisors
Minnesota
$9.66M +$212K +3,610 +2%
ECP
9
Elk Creek Partners
Colorado
$9.31M +$1.43M +24,371 +16%
NCGI
10
Next Century Growth Investors
Minnesota
$9.08M -$8.22M -139,755 -45%
GA
11
Gagnon Advisors
New York
$8.5M +$53.3K +905 +0.6%
GGHC
12
Gilder Gagnon Howe & Co
New York
$8.33M +$5.64M +95,774 +164%
BIT
13
BlackRock Institutional Trust
California
$8.25M -$867K -14,740 -9%
ORI
14
Oak Ridge Investments
Illinois
$8.22M +$1.48M +25,100 +20%
Vanguard Group
15
Vanguard Group
Pennsylvania
$8.19M +$225K +3,822 +3%
BFA
16
BlackRock Fund Advisors
California
$6.69M -$92.5K -1,572 -1%
RFC
17
Russell Frank Company
Washington
$6.09M -$1.12M -19,086 -14%
CAM
18
Cortina Asset Management
Wisconsin
$4.96M -$1.05M -17,916 -16%
USAA
19
United Services Automobile Association
Texas
$4.84M -$29.4K -500 -0.6%
KCM
20
Kornitzer Capital Management
Kansas
$4.58M -$88.3K -1,500 -2%
RCMC
21
RK Capital Management (Colorado)
Colorado
$4.57M +$324K +5,500 +7%
ZC
22
Zelman Capital
Ohio
$4.53M -$157K -2,667 -3%
Northern Trust
23
Northern Trust
Illinois
$4.32M +$603K +10,244 +15%
ACH
24
ArrowMark Colorado Holdings
Colorado
$4.21M +$1.12M +18,968 +32%
PM
25
Pembroke Management
Quebec, Canada
$3.34M +$3.64M +61,800 New

PSIX Hedge Fund Activity: Q2 2015 in Review

89 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q2 2015, worth a combined $312M — down 12% from $353M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PSIX positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14.4M. The largest seller was Fidelity Investments, exiting entirely with an estimated $17.1M sold.

  • 89 institutional investors held Power Solutions International (PSIX) as of Q2 2015, up from 87 in Q1 2015.
  • Funds reported $312M of Power Solutions International stock for Q2 2015, down 12% quarter-over-quarter.
  • 14 funds opened new Power Solutions International positions in Q2 2015 and 11 closed out, a net change of +3 holders.
  • The largest Power Solutions International buyer in Q2 2015 was Wellington Management Group, an estimated $14.4M added.
  • The largest Power Solutions International seller in Q2 2015 was Fidelity Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2015.