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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 %
TAM
251
Tucker Asset Management
Colorado
$1.43K +$1.43K +10 New
IC
252
Innealta Capital
Texas
$1.29K +$1.29K +9 New
FHA
253
First Horizon Advisors
Tennessee
$1.29K +$1.29K +9 New
CA
254
Continuum Advisory
Idaho
$1K – – –
AAP
255
Arax Advisory Partners
Colorado
$861 +$861 +6 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$860 – – –
Federated Hermes
257
Federated Hermes
Pennsylvania
$717 -$3.87K -27 -84%
CMBA
258
C.M. Bidwell & Associates
Hawaii
$574 – – –
RIL
259
Rothschild Investment LLC
Illinois
$574 +$431 +3 +300%
IFAM
260
Institutional & Family Asset Management
Colorado
$574 +$574 +4 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$431 -$144 -1 -25%
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$430 +$430 +3 New
AFWM
263
Abich Financial Wealth Management
Virginia
$430 +$430 +3 New
WWP
264
WR Wealth Planners
Missouri
$287 – – –
AWM
265
Abound Wealth Management
Tennessee
$144 – – –
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
– -$12.8M -311,092 Closed
Cerity Partners
267
Cerity Partners
New York
– -$11.4M -80,367 Closed
TC
268
TwinBeech Capital
New York
– -$2.49M -17,525 Closed
QC
269
Quadrature Capital
United Kingdom
– -$1.93M -13,569 Closed
TI
270
Tidal Investments
Wisconsin
– -$1.17M -8,226 Closed
VF
271
Virtu Financial
New York
– -$1.03M -7,243 Closed
CAM
272
ClariVest Asset Management
California
– -$1.01M -7,069 Closed
FC
273
FORA Capital
Florida
– -$1M -7,028 Closed
HSA
274
Hussman Strategic Advisors
Maryland
– -$896K -6,300 Closed
AIG
275
American International Group
New York
– -$711K -4,995 Closed
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