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Powell Industries
POWL

Overview Fund Activity

265 hedge funds and large institutions have $1.66B invested in Powell Industries in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 95 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
95
Reduced
89
Closed
28
Calls
$17.1M
Puts
$26.7M
Net Calls
-$9.55M
Net Calls Change
-$6.79M

Top Buyers

1
TW
Transform Wealth
Colorado
$240M
2
Morgan Stanley
Morgan Stanley
New York
$41.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$21.4M
4
Bank of America
Bank of America
North Carolina
$22.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$36.9M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$67.6M
2
Goldman Sachs
Goldman Sachs
New York
$15.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.91M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
5
Millennium Management
Millennium Management
New York
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Farther Finance Advisors
California
$13.6K +$13.6K +95 New
HNB
227
Huntington National Bank
Ohio
$12.6K +$12.5K +87 +8,700%
BAM
228
Byrne Asset Management
New Jersey
$9.66K +$9.66K +68 New
PA
229
Parallel Advisors
California
$9.32K +$9.32K +65 New
MAM
230
Meeder Asset Management
Ohio
$7.6K +$7.6K +53 New
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$7.28K +$7.28K +50 New
GIA
232
GHP Investment Advisors
Colorado
$7.17K +$7.17K +50 New
PWMG
233
Private Wealth Management Group
New Jersey
$7.03K – – –
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.03K – – –
BCMLT
235
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.03K +$1.15K +8 +20%
AIM
236
Anchor Investment Management
South Carolina
$6.45K +$3.59K +25 +125%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$6.45K +$6.45K +45 New
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$5.74K – – –
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$4.88K +$860 +6 +21%
LFA
240
LGT Financial Advisors
Texas
$4.16K – – –
MIM
241
Macroview Investment Management
Maryland
$3.9K -$5.06K -35 -56%
BBPWM
242
Blue Bell Private Wealth Management
Pennsylvania
$3.87K +$717 +5 +23%
LC
243
Lindbrook Capital
California
$3.59K +$3.59K +25 New
FFO
244
Fortitude Family Office
Arizona
$3.3K – – –
SAM
245
Smartleaf Asset Management
Massachusetts
$3.27K +$3.27K +23 New
FFA
246
Frazier Financial Advisors
Ohio
$2.87K -$287 -2 -9%
AF
247
Allworth Financial
California
$2.81K – – –
CFB
248
Cullen/Frost Bankers
Texas
$2.3K +$2.3K +16 New
AWM
249
Avior Wealth Management
Nebraska
$2.15K -$1.15K -8 -35%
S
250
SignatureFD
Georgia
$1.86K +$1.86K +13 New
8 9
10
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