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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
MAM
276
Meeder Asset Management
Ohio
$64.7K +$78.3K +876 New
SS
277
SBI Securities
Japan
$57.2K +$69.2K +774 New
MCM
278
MAI Capital Management
Ohio
$53.7K +$64.9K +726 New
C
279
Covestor
United Kingdom
$52K +$2.41K +27 +4%
PWMG
280
Prestige Wealth Management Group
New Jersey
$44.4K +$26.8K +300 +100%
TAM
281
Tucker Asset Management
Colorado
$43.2K +$52.3K +585 New
CA
282
CoreCap Advisors
Michigan
$41.4K +$9.92K +111 +25%
BTI
283
Blue Trust Inc
Georgia
$39.9K +$48.3K +540 New
GM
284
GeoWealth Management
Illinois
$39.7K +$26.5K +297 +124%
QCG
285
Quadrant Capital Group
Ohio
$37.5K +$1.07K +12 +2%
SAM
286
Smartleaf Asset Management
Massachusetts
$36.6K +$35.4K +396 +455%
CIAM
287
Caitong International Asset Management
Hong Kong
$35.5K +$42.9K +480 New
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$32.6K +$2.15K +24 +6%
Walleye Capital
289
Walleye Capital
New York
$32.4K +$39.2K +438 New
PS
290
Principal Securities
Iowa
$26.2K +$31.6K +354 New
Jones Financial Companies
291
Jones Financial Companies
Missouri
$23.3K +$2.68K +30 +11%
OIA
292
Optimum Investment Advisors
Illinois
$22.2K
GRP
293
Global Retirement Partners
California
$22.2K +$26.8K +300 New
SPIA
294
Steward Partners Investment Advisory
New York
$21.7K +$26.3K +294 New
CA
295
Clearstead Advisors
Ohio
$21.5K -$804 -9 -3%
AIM
296
Anchor Investment Management
South Carolina
$21.1K +$13.4K +150 +111%
PA
297
Parallel Advisors
California
$17.3K +$4.02K +45 +24%
TSMHT
298
Thurston Springer Miller Herd & Titak
Indiana
$17.3K -$115K -1,287 -85%
A
299
AlphaQuest
New York
$16.6K -$22K -246 -52%
HIA
300
Harbor Investment Advisory
Maryland
$16K -$6.17K -69 -24%

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.