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PSIX

Power Solutions International

54 hedge funds and large institutions have $93.8M invested in Power Solutions International in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $71.1M → $93.8M (+$22.7M)

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

8% less funds holding

Funds holding: 5954 (-5)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.8M -$2.71M -185,146 -15%
RA
2
Royce & Associates
New York
$12M +$2.02M +138,196 +26%
ECP
3
Elk Creek Partners
Colorado
$9.71M +$999K +68,248 +14%
GIM
4
Granahan Investment Management
Massachusetts
$7.47M -$54.6K -3,730 -0.9%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$6.78M +$146K +10,000 +3%
GS
6
Gagnon Securities
New York
$6.38M +$226K +15,478 +5%
GA
7
Gagnon Advisors
New York
$3.78M
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.1M +$111K +7,610 +5%
KB
9
Kimelman & Baird
New York
$2.93M +$2.03M +138,826 +551%
ORI
10
Oak Ridge Investments
Illinois
$2.77M
BIT
11
BlackRock Institutional Trust
California
$2.35M -$60.3K -4,118 -3%
BFA
12
BlackRock Fund Advisors
California
$2.24M +$93.4K +6,381 +5%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.64M -$611K -41,780 -31%
WRF
14
Waddell & Reed Financial
Kansas
$1.61M
USAA
15
United Services Automobile Association
Texas
$1.17M
State Street
16
State Street
Massachusetts
$962K -$44.8K -3,063 -5%
Northern Trust
17
Northern Trust
Illinois
$889K -$20K -1,367 -3%
GCP
18
GSA Capital Partners
United Kingdom
$874K +$245K +16,756 +52%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$811K -$79.4K -5,425 -11%
BCCM
20
Blue Clay Capital Management
Minnesota
$778K
NSIM
21
North Star Investment Management
Illinois
$696K -$493K -33,700 -46%
SI
22
Scout Investments
Missouri
$670K
TG
23
TCW Group
California
$574K +$471K +32,175 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$562K +$35.1K +2,396 +8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$525K -$6.55K -448 -1%

PSIX Hedge Fund Activity: Q2 2016 in Review

54 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q2 2016, worth a combined $93.8M — up 32% from $71.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSIX and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 21 added.

The largest buyer was Kimelman & Baird, adding an estimated $2.03M. The largest seller was Wellington Management Group, cutting an estimated $2.71M.

  • 54 institutional investors held Power Solutions International (PSIX) as of Q2 2016, down from 59 in Q1 2016.
  • Funds reported $93.8M of Power Solutions International stock for Q2 2016, up 32% quarter-over-quarter.
  • 4 funds opened new Power Solutions International positions in Q2 2016 and 8 closed out, a net change of -4 holders.
  • The largest Power Solutions International buyer in Q2 2016 was Kimelman & Baird, an estimated $2.03M added.
  • The largest Power Solutions International seller in Q2 2016 was Wellington Management Group, an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2016.