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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 %
PWMG
276
Prestige Wealth Management Group
New Jersey
$22.3K +$22.3K +100 New
NC
277
nVerses Capital
Florida
$22.2K – – –
CA
278
Clearstead Advisors
Ohio
$22.2K +$22.2K +100 New
OIA
279
Optimum Investment Advisors
Illinois
$22.2K +$22.2K +100 New
HIA
280
Harbor Investment Advisory
Maryland
$21.1K -$6.66K -30 -24%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$20.8K +$11K +50 +111%
HNB
282
Huntington National Bank
Ohio
$19.5K – – –
GM
283
GeoWealth Management
Illinois
$17.8K +$17.8K +80 New
CPA
284
Capital Performance Advisors
California
$16.6K +$16.6K +75 New
BAM
285
Byrne Asset Management
New Jersey
$15.1K – – –
S
286
SignatureFD
Georgia
$14.7K +$11.8K +53 +408%
PA
287
Parallel Advisors
California
$14K -$444 -2 -3%
PWMG
288
Private Wealth Management Group
New Jersey
$10.7K -$222 -1 -2%
AIM
289
Anchor Investment Management
South Carolina
$9.99K – – –
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$9.32K +$1.78K +8 +24%
TWD
291
True Wealth Design
Ohio
$9.32K +$9.32K +42 New
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$8.88K – – –
TRCT
293
Tower Research Capital (TRC)
New York
$7.1K -$393K -1,772 -98%
BBPWM
294
Blue Bell Private Wealth Management
Pennsylvania
$6.66K +$666 +3 +11%
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.44K -$4.44K -20 -41%
LFA
296
LGT Financial Advisors
Texas
$6.44K – – –
SAM
297
Smartleaf Asset Management
Massachusetts
$6.35K +$1.31K +6 +26%
MIM
298
Macroview Investment Management
Maryland
$6.05K – – –
LFG
299
Larson Financial Group
Missouri
$5.77K +$5.77K +26 New
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$5.33K +$5.33K +24 New
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