Powell Industries
POWL
323 hedge funds and large institutions have $2.47B invested in Powell Industries in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 106 increasing their positions, 97 reducing their positions, and 31 closing their positions.
187% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 31
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
49% more capital invested
Capital invested by funds: $1.66B → $2.47B (+$814M)
36% more call options, than puts
Call options by funds: $68.2M | Put options by funds: $50.1M
21% more funds holding
Funds holding: 266 → 323 (+57)
9% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 97
12.12% less ownership
Funds ownership: 289.72% → 277.61% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$14.8M |
| 4 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
+$10M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$49.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.5M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$15.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$14.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IC
351
Innealta Capital
Austin,
Texas
| – | -$1.29K | -27 | Closed |
|
|
AFWM
352
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$430 | -9 | Closed |
|
353
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$430 | -9 | Closed |
|
|
WWP
354
WR Wealth Planners
Columbia,
Missouri
| – | -$287 | -6 | Closed |
|
POWL Hedge Fund Activity: Q3 2024 in Review
323 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2024, worth a combined $2.47B — up 49% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new POWL positions and 31 closed out — a net gain of 58 holders — while 106 added to existing stakes and 97 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $40.8M. The largest seller was First Trust Advisors, cutting an estimated $49.9M.
- 323 institutional investors held Powell Industries (POWL) as of Q3 2024, up from 266 in Q2 2024.
- Funds reported $2.47B of Powell Industries stock for Q3 2024, up 49% quarter-over-quarter.
- 89 funds opened new Powell Industries positions in Q3 2024 and 31 closed out, a net change of +58 holders.
- The largest Powell Industries buyer in Q3 2024 was Morgan Stanley, an estimated $40.8M added.
- The largest Powell Industries seller in Q3 2024 was First Trust Advisors, an estimated $49.9M sold.
Based on aggregated 13F filings for Q3 2024.