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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
$119M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$30M
3
Victory Capital Management
Victory Capital Management
Texas
$21.9M
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
$22M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.11M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$121M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$12M
5
Bank of America
Bank of America
North Carolina
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
251
Vontobel Holding
Switzerland
$208K +$208K +937 New
GC
252
Guggenheim Capital
Illinois
$205K +$205K +922 New
CGH
253
Crossmark Global Holdings
Texas
$201K +$201K +904 New
MC
254
Moors & Cabot
Massachusetts
$201K +$201K +905 New
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$197K +$92.4K +416 +88%
Acadian Asset Management
256
Acadian Asset Management
Massachusetts
$129K -$4.16M -18,757 -97%
TSMHT
257
Thurston Springer Miller Herd & Titak
Indiana
$113K +$113K +507 New
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$108K -$52.6K -237 -33%
GI
259
GAMMA Investing
California
$103K +$40K +180 +63%
KBC Group
260
KBC Group
Belgium
$71K +$27.8K +126 +64%
GWP
261
Gen-Wealth Partners
Michigan
$71K +$71K +279 New
UB
262
UMB Bank
Missouri
$69.7K +$42.4K +191 +155%
QL
263
Quarry LP
New York
$69.5K -$4.44K -20 -6%
Macquarie Group
264
Macquarie Group
Australia
$61.5K +$61.5K +277 New
C
265
Covestor
United Kingdom
$51K +$9.13K +41 +22%
PIM
266
Plato Investment Management
Australia
$47.5K – – –
FFA
267
Farther Finance Advisors
California
$44.4K +$23.3K +105 +111%
QCG
268
Quadrant Capital Group
Ohio
$36.6K +$8.66K +39 +31%
A
269
AlphaQuest
New York
$34.9K +$34.9K +157 New
NS
270
NBC Securities
Alabama
$34K +$3.97K +18 +13%
CA
271
CoreCap Advisors
Michigan
$33.3K +$33.3K +150 New
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$29.7K +$18.6K +84 +168%
HCM
273
Hollencrest Capital Management
California
$29.5K +$29.5K +133 New
Federated Hermes
274
Federated Hermes
Pennsylvania
$29.3K +$28.2K +127 +2,540%
ACM
275
Aster Capital Management
United Arab Emirates
$26K +$26K +117 New
9 10
11
12 13