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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
Nomura Holdings
376
Nomura Holdings
Japan
-$444K -6,000 Closed
AAS
377
Ameritas Advisory Services
Nebraska
-$423K -5,712 Closed
Connor, Clark & Lunn Investment Management (CC&L)
378
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$404K -5,457 Closed
TCM
379
Triumph Capital Management
Colorado
-$379K -5,118 Closed
GCM
380
Graham Capital Management
Connecticut
-$351K -4,740 Closed
ET
381
Entropy Technologies
New York
-$349K -4,716 Closed
AI
382
Atom Investors
Texas
-$295K -3,993 Closed
FHB
383
First Hawaiian Bank
Hawaii
-$240K -3,237 Closed
I
384
InceptionR
California
-$234K -3,156 Closed
CFGS
385
Concourse Financial Group Securities
Alabama
-$276K -3,093 Closed
BCM
386
Brookstone Capital Management
Illinois
-$214K -2,886 Closed
HCMT
387
Highland Capital Management (Tennessee)
Tennessee
-$213K -2,880 Closed
GC
388
Guggenheim Capital
Illinois
-$205K -2,766 Closed
MC
389
Moors & Cabot
Massachusetts
-$201K -2,715 Closed
Acadian Asset Management
390
Acadian Asset Management
Massachusetts
-$129K -1,746 Closed
GWP
391
Gen-Wealth Partners
Michigan
-$71K -837 Closed
Macquarie Group
392
Macquarie Group
Australia
-$61.5K -831 Closed
NS
393
NBC Securities
Alabama
-$34K -462 Closed
HCM
394
Hollencrest Capital Management
California
-$29.5K -399 Closed
ACM
395
Aster Capital Management
United Arab Emirates
-$26K -351 Closed
NC
396
nVerses Capital
Florida
-$22.2K -300 Closed
CPA
397
Capital Performance Advisors
California
-$16.6K -225 Closed
MIM
398
Macroview Investment Management
Maryland
-$6.05K -81 Closed
LFG
399
Larson Financial Group
Missouri
-$5.77K -78 Closed
AAP
400
Arax Advisory Partners
Colorado
-$1.33K -18 Closed

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.