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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 %
FFO
301
Fortitude Family Office
Arizona
$5.11K – – –
AF
302
Allworth Financial
California
$4.66K – – –
CFB
303
Cullen/Frost Bankers
Texas
$4.45K +$889 +4 +25%
Bessemer Group
304
Bessemer Group
New Jersey
$4K +$4K +16 New
AWM
305
Avior Wealth Management
Nebraska
$3.33K – – –
HI
306
Harbour Investments
Wisconsin
$2.23K -$24.5K -110 -92%
RIL
307
Rothschild Investment LLC
Illinois
$2.22K +$1.33K +6 +150%
CA
308
Continuum Advisory
Idaho
$2.1K – – –
FHA
309
First Horizon Advisors
Tennessee
$2K – – –
BCMLT
310
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K -$9.12K -41 -84%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1.33K – – –
AAP
312
Arax Advisory Partners
Colorado
$1.33K – – –
WWM
313
Wolff Wiese Magana
California
$1.33K +$1.33K +6 New
LC
314
Lindbrook Capital
California
$1.11K -$4.44K -20 -80%
CMBA
315
C.M. Bidwell & Associates
Hawaii
$888 – – –
PFBT
316
Parkside Financial Bank & Trust
Missouri
$666 – – –
PI
317
PEAK6 Investments
Illinois
$520 +$520 +2 New
AWM
318
Abound Wealth Management
Tennessee
$222 – – –
MFG
319
Mendota Financial Group
Wisconsin
$222 +$222 +1 New
TFM
320
TFC Financial Management
Massachusetts
$222 +$222 +1 New
Qube Research & Technologies (QRT)
321
Qube Research & Technologies (QRT)
United Kingdom
– -$7.85M -54,710 Closed
HVCM
322
Hel Ved Capital Management
Hong Kong
– -$7.53M -52,507 Closed
Lord, Abbett & Co
323
Lord, Abbett & Co
New Jersey
– -$3.84M -26,793 Closed
Truist Financial
324
Truist Financial
North Carolina
– -$3.28M -22,899 Closed
EI
325
EAM Investors
California
– -$2.38M -16,572 Closed
11 12
13
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