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PSIX

Power Solutions International

59 hedge funds and large institutions have $71.1M invested in Power Solutions International in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

9% less funds holding

Funds holding: 6559 (-6)

30% less capital invested

Capital invested by funds: $102M → $71.1M (-$30.4M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
14
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$17.1M +$893K +74,980 +6%
RA
2
Royce & Associates
New York
$7.35M +$3.88M +325,788 +157%
ECP
3
Elk Creek Partners
Colorado
$6.57M +$654K +54,884 +13%
GIM
4
Granahan Investment Management
Massachusetts
$5.83M -$1.53M -128,709 -23%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$5.11M +$119K +10,000 +3%
GS
6
Gagnon Securities
New York
$4.72M +$345K +28,968 +9%
GA
7
Gagnon Advisors
New York
$2.92M
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.29M +$133K +11,142 +7%
ORI
9
Oak Ridge Investments
Illinois
$2.14M +$34.6K +2,900 +2%
BIT
10
BlackRock Institutional Trust
California
$1.87M -$5.45K -457 -0.3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.84M +$528K +44,351 +50%
BFA
12
BlackRock Fund Advisors
California
$1.65M -$80.4K -6,750 -5%
WRF
13
Waddell & Reed Financial
Kansas
$1.24M
NSIM
14
North Star Investment Management
Illinois
$1M +$211K +17,700 +32%
USAA
15
United Services Automobile Association
Texas
$902K -$211K -17,723 -21%
State Street
16
State Street
Massachusetts
$786K +$44.3K +3,717 +7%
Northern Trust
17
Northern Trust
Illinois
$719K -$1.5K -126 -0.2%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$702K +$606K +50,855 New
BCCM
19
Blue Clay Capital Management
Minnesota
$602K +$179K +15,000 +52%
SI
20
Scout Investments
Missouri
$518K
WAM
21
Wolverine Asset Management
Illinois
$444K +$41.1K +3,449 +12%
GCP
22
GSA Capital Partners
United Kingdom
$444K +$384K +32,200 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$412K -$5.25K -441 -1%
Renaissance Technologies
24
Renaissance Technologies
New York
$372K +$321K +26,946 New
KB
25
Kimelman & Baird
New York
$348K +$5.96K +500 +2%

PSIX Hedge Fund Activity: Q1 2016 in Review

59 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q1 2016, worth a combined $71.1M — down 30% from $102M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSIX and 6 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 24 added.

The largest buyer was Royce & Associates, adding an estimated $3.88M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $8.39M sold.

  • 59 institutional investors held Power Solutions International (PSIX) as of Q1 2016, down from 65 in Q4 2015.
  • Funds reported $71.1M of Power Solutions International stock for Q1 2016, down 30% quarter-over-quarter.
  • 6 funds opened new Power Solutions International positions in Q1 2016 and 12 closed out, a net change of -6 holders.
  • The largest Power Solutions International buyer in Q1 2016 was Royce & Associates, an estimated $3.88M added.
  • The largest Power Solutions International seller in Q1 2016 was Westfield Capital Management, an estimated $8.39M sold.

Based on aggregated 13F filings for Q1 2016.