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PSIX

Power Solutions International

51 hedge funds and large institutions have $37M invested in Power Solutions International in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 5351 (-2)

29% less capital invested

Capital invested by funds: $52.3M → $37M (-$15.4M)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$8.24M +$2.39M +218,045 +25%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.13M -$879K -80,190 -8%
ECP
3
Elk Creek Partners
Colorado
$3.87M -$128K -11,704 -2%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$3.15M
GS
5
Gagnon Securities
New York
$3.13M -$127K -11,605 -3%
GA
6
Gagnon Advisors
New York
$2.76M
BFA
7
BlackRock Fund Advisors
California
$1.18M +$286K +26,109 +20%
ORI
8
Oak Ridge Investments
Illinois
$1.01M -$219K -20,000 -13%
BIT
9
BlackRock Institutional Trust
California
$987K
Vanguard Group
10
Vanguard Group
Pennsylvania
$908K -$741K -67,562 -36%
KB
11
Kimelman & Baird
New York
$545K -$1M -91,483 -56%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$441K -$4.93K -450 -0.8%
Millennium Management
13
Millennium Management
New York
$424K +$620K +56,594 New
State Street
14
State Street
Massachusetts
$410K +$121 +11 +0%
Northern Trust
15
Northern Trust
Illinois
$410K +$34.4K +3,140 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$251K -$3.04K -277 -0.8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$246K +$14.9K +1,360 +4%
NJBEST
18
New Jersey Better Educational Savings Trust
New Jersey
$225K
MC
19
Menta Capital
California
$189K +$152K +13,856 +123%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$156K +$16.3K +1,487 +8%
BIM
21
BlackRock Investment Management
Delaware
$142K
Morgan Stanley
22
Morgan Stanley
New York
$139K +$136K +12,425 +205%
TCIM
23
TIAA CREF Investment Management
New York
$127K -$4.4K -401 -2%
NFA
24
Nationwide Fund Advisors
Ohio
$119K +$48.9K +4,460 +39%
UBS Group
25
UBS Group
Switzerland
$113K +$9.3K +848 +6%

PSIX Hedge Fund Activity: Q4 2016 in Review

51 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Power Solutions International (PSIX) for Q4 2016, worth a combined $37M — down 29% from $52.3M a quarter earlier.

Fund positioning in PSIX was balanced in Q4 2016: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 14 trimmed.

The largest buyer was Royce & Associates, adding an estimated $2.39M. The largest seller was Kimelman & Baird, cutting an estimated $1M.

  • 51 institutional investors held Power Solutions International (PSIX) as of Q4 2016, down from 53 in Q3 2016.
  • Funds reported $37M of Power Solutions International stock for Q4 2016, down 29% quarter-over-quarter.
  • 5 funds opened new Power Solutions International positions in Q4 2016 and 5 closed out, a net change of 0 holders.
  • The largest Power Solutions International buyer in Q4 2016 was Royce & Associates, an estimated $2.39M added.
  • The largest Power Solutions International seller in Q4 2016 was Kimelman & Baird, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2016.