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Powell Industries
POWL

Overview Fund Activity

347 hedge funds and large institutions have $2.39B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+27
Holders Change %
+8.44%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
122
Reduced
113
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M

Top Buyers

1
Invesco
1
Invesco
Georgia
$58.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.9M
3
UBS Group
3
UBS Group
Switzerland
$27.3M
4
BlackRock
4
BlackRock
New York
$347M
5
Morgan Stanley
5
Morgan Stanley
New York
$136M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$35M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$33.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPM
226
Triasima Portfolio Management
Quebec, Canada
$344K +$344K +1,554 New
CAIMH
227
Central Asset Investments & Management Holdings
Hong Kong
$332K +$332K +1,500 New
HAG
228
HighPoint Advisor Group
Illinois
$330K +$131K +621 +65%
IB
229
Intrust Bank
Kansas
$322K +$322K +1,451 New
Fayez Sarofim & Co
230
Fayez Sarofim & Co
Texas
$321K +$321K +1,450 New
HSBC Holdings
231
HSBC Holdings
United Kingdom
$320K -$689K -3,060 -68%
TRCT
232
Tower Research Capital (TRC)
New York
$316K +$309K +1,393 +4,353%
MOACM
233
Mutual of America Capital Management
New York
$314K +$2.22K +10 +0.7%
CL
234
CIM LLC
New York
$313K -$12K -54 -4%
Pictet Asset Management
235
Pictet Asset Management
Switzerland
$312K – – –
PWS
236
Precision Wealth Strategies
Missouri
$311K -$282K -1,271 -48%
STAS
237
Strong Tower Advisory Services
Minnesota
$308K – – –
XT
238
XTX Topco
Cayman Islands
$302K -$499K -2,250 -62%
TF
239
Trek Financial
Arizona
$299K -$86.9K -392 -23%
CL
240
Choreo LLC
Illinois
$293K -$2.27K -10 -0.8%
CCAL
241
City Center Advisors LLC
Michigan
$292K -$169K -761 -37%
PWM
242
Perigon Wealth Management
California
$291K +$291K +1,133 New
AAS
243
Avantax Advisory Services
Texas
$280K -$32.4K -146 -10%
GT
244
Glenmede Trust
Pennsylvania
$273K +$273K +1,230 New
MA
245
Mutual Advisors
Nebraska
$271K +$271K +1,055 New
Vontobel Holding
246
Vontobel Holding
Switzerland
$266K +$58.3K +263 +28%
Stifel Financial
247
Stifel Financial
Missouri
$264K +$2.66K +12 +1%
CG
248
Cynosure Group
Utah
$263K -$176K -794 -40%
Walleye Trading
249
Walleye Trading
New York
$262K +$262K +1,183 New
GCM
250
Gallacher Capital Management
Colorado
$255K -$45.4K -205 -15%
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