We are live on ! Find out more
POWL icon

Powell Industries

236 hedge funds and large institutions have $1.32B invested in Powell Industries in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 21

74% more capital invested

Capital invested by funds: $756M → $1.32B (+$563M)

30% more funds holding

Funds holding: 182236 (+54)

23.42% more ownership

Funds ownership: 214.57%238% (+23%)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

12% less call options, than puts

Call options by funds: $19.7M | Put options by funds: $22.4M

Holders
236
Holders Change
+54
Holders Change %
+29.67%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
73
Reduced
72
Closed
21
Calls
$19.7M
Puts
$22.4M
Net Calls
-$2.76M
Net Calls Change
-$3.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Continuum Advisory
Idaho
$1.16K +$899 +21 New
IA
227
IFP Advisors
Florida
$1.14K +$1.03K +24 New
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$854
PFBT
229
Parkside Financial Bank & Trust
Missouri
$570
CMBA
230
C.M. Bidwell & Associates
Hawaii
$569 +$514 +12 New
UB
231
UMB Bank
Missouri
$569 +$514 +12 New
WWP
232
WR Wealth Planners
Missouri
$285 +$257 +6 New
AWM
233
Abound Wealth Management
Tennessee
$143 +$128 +3 New
TFM
234
TFC Financial Management
Massachusetts
$143 +$128 +3 New
HNB
235
Huntington National Bank
Ohio
$142 +$128 +3 New
RIL
236
Rothschild Investment LLC
Illinois
$142 +$128 +3 New
Norges Bank
237
Norges Bank
Norway
-$3.85M -130,656 Closed
CSS
238
Cubist Systematic Strategies
Connecticut
-$4.74M -110,796 Closed
AR
239
Advisory Research
Illinois
-$3.12M -105,828 Closed
VDBMI
240
Van Den Berg Management I
Texas
-$3.05M -103,632 Closed
Assenagon Asset Management
241
Assenagon Asset Management
Luxembourg
-$2.52M -85,425 Closed
Tudor Investment Corp
242
Tudor Investment Corp
Connecticut
-$2.08M -70,680 Closed
PMEF
243
Point72 Middle East FZE
United Arab Emirates
-$877K -29,754 Closed
SG Americas Securities
244
SG Americas Securities
New York
-$709K -24,078 Closed
QT
245
Quantbot Technologies
New York
-$659K -22,374 Closed
EA
246
Ellsworth Advisors
Ohio
-$587K -19,911 Closed
CC
247
Centiva Capital
New York
-$579K -19,659 Closed
TSS
248
Two Sigma Securities
New York
-$408K -13,848 Closed
YMRC
249
Yorktown Management & Research Company
Virginia
-$301K -10,200 Closed
OAM
250
Oxford Asset Management
United Kingdom
-$229K -7,770 Closed

POWL Hedge Fund Activity: Q1 2024 in Review

236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q1 2024, worth a combined $1.32B — up 74% from $756M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new POWL positions and 21 closed out — a net gain of 55 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $78.7M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 236 institutional investors held Powell Industries (POWL) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $1.32B of Powell Industries stock for Q1 2024, up 74% quarter-over-quarter.
  • 76 funds opened new Powell Industries positions in Q1 2024 and 21 closed out, a net change of +55 holders.
  • The largest Powell Industries buyer in Q1 2024 was Pacer Advisors, an estimated $78.7M added.
  • The largest Powell Industries seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.