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Powell Industries
POWL

Overview Fund Activity

320 hedge funds and large institutions have $2.46B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 105 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+55
Holders Change %
+20.75%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
88
Increased
105
Reduced
96
Closed
32
Calls
$68.2M
Puts
$50.1M
Net Calls
+$18.1M
Net Calls Change
+$27.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$55.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$30M
3
Victory Capital Management
Victory Capital Management
Texas
+$20.1M
4
SA
Sanctuary Advisors
Indiana
+$15.9M
5
SIMG
Stephens Investment Management Group
Texas
+$13.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$67.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$56M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.2M
5
Bank of America
Bank of America
North Carolina
-$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$313K +$313K +1,409 New
MOACM
227
Mutual of America Capital Management
New York
$312K -$24.6K -111 -7%
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$312K – – –
STAS
229
Strong Tower Advisory Services
Minnesota
$308K +$308K +1,388 New
GCM
230
Gallacher Capital Management
Colorado
$301K -$391K -1,761 -57%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$298K +$298K +1,360 New
CL
232
Choreo LLC
Illinois
$297K +$297K +1,299 New
AI
233
Atom Investors
Texas
$295K -$455K -2,048 -61%
HAG
234
HighPoint Advisor Group
Illinois
$265K +$265K +950 New
Stifel Financial
235
Stifel Financial
Missouri
$261K +$261K +1,177 New
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$260K +$260K +1,172 New
BRG
237
Bay Rivers Group
Virginia
$248K +$248K +1,117 New
MAM
238
Montchanin Asset Management
Delaware
$240K +$240K +1,080 New
FHB
239
First Hawaiian Bank
Hawaii
$240K +$240K +1,079 New
GHA
240
GW Henssler & Associates
Georgia
$238K +$238K +1,072 New
I
241
InceptionR
California
$234K +$234K +1,052 New
CC
242
Corton Capital
Ontario, Canada
$231K +$231K +1,040 New
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$230K – – –
CFGS
244
Concourse Financial Group Securities
Alabama
$229K +$229K +1,031 New
BPA
245
Beacon Pointe Advisors
California
$229K +$229K +1,030 New
ATPW
246
Ashton Thomas Private Wealth
Arizona
$219K +$2K +9 +0.9%
BCM
247
Brookstone Capital Management
Illinois
$214K +$214K +962 New
HCMT
248
Highland Capital Management (Tennessee)
Tennessee
$213K +$213K +960 New
ECM
249
Evergreen Capital Management
Washington
$211K +$211K +950 New
AIP
250
Ameritas Investment Partners
Nebraska
$211K – – –
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