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Powell Industries

351 hedge funds and large institutions have $2.4B invested in Powell Industries in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 123 increasing their positions, 115 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

9% more funds holding

Funds holding: 323351 (+28)

7% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 115

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.47B → $2.4B (-$77M)

7.86% less ownership

Funds ownership: 277.61%269.75% (-7.9%)

19% less call options, than puts

Call options by funds: $68M | Put options by funds: $83.7M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% 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
84
Increased
123
Reduced
115
Closed
51
Calls
$68M
Puts
$83.7M
Net Calls
-$15.7M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$364K +$440K +4,920 New
ACM
227
Aquatic Capital Management
Illinois
$359K +$435K +4,863 New
TPM
228
Triasima Portfolio Management
Quebec, Canada
$344K +$417K +4,662 New
CAIMH
229
Central Asset Investments & Management Holdings
Hong Kong
$332K +$402K +4,500 New
HAG
230
HighPoint Advisor Group
Illinois
$330K +$167K +1,863 +65%
IB
231
Intrust Bank
Kansas
$322K +$389K +4,353 New
Fayez Sarofim & Co
232
Fayez Sarofim & Co
Texas
$321K +$389K +4,350 New
HSBC Holdings
233
HSBC Holdings
United Kingdom
$320K -$821K -9,180 -68%
TRCT
234
Tower Research Capital (TRC)
New York
$316K +$374K +4,179 +4,353%
MOACM
235
Mutual of America Capital Management
New York
$314K +$2.68K +30 +0.7%
CL
236
CIM LLC
New York
$313K -$14.5K -162 -4%
Pictet Asset Management
237
Pictet Asset Management
Switzerland
$312K
PWS
238
Precision Wealth Strategies
Missouri
$311K -$341K -3,813 -48%
STAS
239
Strong Tower Advisory Services
Minnesota
$308K
XT
240
XTX Topco
Cayman Islands
$302K -$603K -6,750 -62%
TF
241
Trek Financial
Arizona
$299K -$105K -1,176 -23%
CL
242
Choreo LLC
Illinois
$293K -$2.68K -30 -0.8%
CCAL
243
City Center Advisors LLC
Michigan
$292K -$204K -2,283 -37%
PWM
244
Perigon Wealth Management
California
$291K +$304K +3,399 New
AAS
245
Avantax Advisory Services
Texas
$280K -$39.2K -438 -10%
GT
246
Glenmede Trust
Pennsylvania
$273K +$330K +3,690 New
MA
247
Mutual Advisors
Nebraska
$271K +$283K +3,165 New
Vontobel Holding
248
Vontobel Holding
Switzerland
$266K +$70.5K +789 +28%
Stifel Financial
249
Stifel Financial
Missouri
$264K +$3.22K +36 +1%
CG
250
Cynosure Group
Utah
$263K -$213K -2,382 -40%

POWL Hedge Fund Activity: Q4 2024 in Review

351 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2024, worth a combined $2.4B — down 3.1% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new POWL positions and 51 closed out — a net gain of 33 holders — while 123 added to existing stakes and 115 trimmed.

The largest buyer was Invesco, adding an estimated $40.7M. The largest seller was Pacer Advisors, exiting entirely with an estimated $85.7M sold.

  • 351 institutional investors held Powell Industries (POWL) as of Q4 2024, up from 323 in Q3 2024.
  • Funds reported $2.4B of Powell Industries stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 84 funds opened new Powell Industries positions in Q4 2024 and 51 closed out, a net change of +33 holders.
  • The largest Powell Industries buyer in Q4 2024 was Invesco, an estimated $40.7M added.
  • The largest Powell Industries seller in Q4 2024 was Pacer Advisors, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2024.