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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
S
301
SignatureFD
Georgia
$14.9K +$268 +3 +2%
BIG
302
Brooklyn Investment Group
New York
$14.2K +$17.2K +192 New
HNB
303
Huntington National Bank
Ohio
$13.5K -$7.24K -81 -31%
BAM
304
Byrne Asset Management
New Jersey
$13.3K -$2.15K -24 -12%
PSFG
305
Park Square Financial Group
Georgia
$12.2K +$14.7K +165 New
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$11.1K +$5.36K +60 +67%
TWD
307
True Wealth Design
Ohio
$10.6K +$1.61K +18 +14%
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$9.84K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$9.75K +$536 +6 +5%
DWM
310
Darwin Wealth Management
Florida
$7.76K +$9.39K +105 New
Bessemer Group
311
Bessemer Group
New Jersey
$7K +$4.56K +51 +106%
PWMG
312
Private Wealth Management Group
New Jersey
$6.43K -$5.09K -57 -40%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.43K
LFA
314
LGT Financial Advisors
Texas
$6.43K
AF
315
Allworth Financial
California
$6.23K -$268 -3 -5%
HIM
316
Hillsdale Investment Management
Ontario, Canada
$5.54K -$8.45M -94,491 -100%
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$5.32K
PG
318
Proffitt & Goodson
Tennessee
$5.32K +$6.44K +72 New
CFB
319
Cullen/Frost Bankers
Texas
$5.11K +$804 +9 +15%
FFO
320
Fortitude Family Office
Arizona
$5.1K
DF
321
Dunhill Financial
United Kingdom
$4.66K +$5.63K +63 New
LSA
322
Leonteq Securities AG
Switzerland
$4.43K -$8.04K -90 -60%
RIL
323
Rothschild Investment LLC
Illinois
$3.77K +$1.88K +21 +70%
SIS
324
Sound Income Strategies
Florida
$3.77K +$4.56K +51 New
ME
325
McIlrath & Eck
Washington
$3.33K +$4.02K +45 New

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.