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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
AWM
326
Avior Wealth Management
Nebraska
$3.32K
HI
327
Harbour Investments
Wisconsin
$2.23K
SCM
328
Sterling Capital Management
North Carolina
$2.22K -$801K -8,958 -100%
BIA
329
Bell Investment Advisors
California
$2K +$2.41K +27 New
FHA
330
First Horizon Advisors
Tennessee
$1.99K
BCMLT
331
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.77K
CA
332
Continuum Advisory
Idaho
$1.55K
NWWA
333
New Wave Wealth Advisors
Arkansas
$1.55K +$1.88K +21 New
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$1.33K
WWM
335
Wolff Wiese Magana
California
$1.33K
LC
336
Lindbrook Capital
California
$1.11K
LIS
337
Legacy Investment Solutions
Idaho
$687 +$804 +9 New
LWMI
338
Legacy Wealth Management (Idaho)
Idaho
$687 +$804 +9 New
CMBA
339
C.M. Bidwell & Associates
Hawaii
$665 -$268 -3 -25%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$665
EWA
341
EverSource Wealth Advisors
Alabama
$665 +$804 +9 New
HCP
342
Hexagon Capital Partners
Arkansas
$665 +$804 +9 New
PEAK6
343
PEAK6
Illinois
$626 +$804 +9 New
JWA
344
JFS Wealth Advisors
Pennsylvania
$444 +$536 +6 New
SIC
345
SJS Investment Consulting
Ohio
$444 +$536 +6 New
QL
346
Quarry LP
New York
$222 -$83.7K -936 -100%
AWM
347
Abound Wealth Management
Tennessee
$222
TFM
348
TFC Financial Management
Massachusetts
$222
AGWCA
349
Annis Gardner Whiting Capital Advisors
Florida
$222 +$268 +3 New
IA
350
IFP Advisors
Florida
$222 +$268 +3 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.