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Powell Industries

109 hedge funds and large institutions have $252M invested in Powell Industries in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 207.43%209.3% (+1.9%)

3% less funds holding

Funds holding: 112109 (-3)

8% less capital invested

Capital invested by funds: $273M → $252M (-$21.1M)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.69M -$220K -19,155 -10%
Morgan Stanley
27
Morgan Stanley
New York
$1.58M +$1.04M +90,039 +143%
DCM
28
Dean Capital Management
Kansas
$1.57M -$781K -67,878 -31%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.49M +$456K +39,645 +40%
PAM
30
Panagora Asset Management
Massachusetts
$1.48M -$93K -8,085 -5%
AI
31
Acuitas Investments
Washington
$1.44M +$1.6M +139,302 New
BCM
32
Bridgeway Capital Management
Texas
$1.39M
Federated Hermes
33
Federated Hermes
Pennsylvania
$1.34M -$1.38M -120,015 -48%
N
34
Nuveen
North Carolina
$1.34M -$141K -12,300 -9%
TA
35
Teton Advisors
New York
$1.27M +$86.3K +7,500 +7%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$1.15M -$524K -45,576 -29%
PCM
37
Penn Capital Management
Pennsylvania
$1.01M -$891K -77,457 -44%
AQR Capital Management
38
AQR Capital Management
Connecticut
$918K -$1.51M -131,655 -60%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$894K -$64.5K -5,604 -6%
RB
40
Rodgers Brothers
Pennsylvania
$874K +$975K +84,750 New
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$800K -$1.85M -160,800 -67%
ANTB
42
AMG National Trust Bank
Colorado
$746K +$5.18K +450 +0.6%
Pacer Advisors
43
Pacer Advisors
Pennsylvania
$722K +$370K +32,142 +85%
PPA
44
Parametric Portfolio Associates
Washington
$703K +$42.2K +3,672 +6%
Prudential Financial
45
Prudential Financial
New Jersey
$694K -$13.9K -1,206 -2%
GC
46
Guggenheim Capital
Illinois
$686K +$307K +26,697 +67%
BFA
47
Bragg Financial Advisors
North Carolina
$685K -$180K -15,618 -19%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$651K -$2.51M -217,842 -77%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$609K +$50.5K +4,392 +8%
ETC
50
Exchange Traded Concepts
Oklahoma
$608K +$70.6K +6,135 +12%

POWL Hedge Fund Activity: Q2 2021 in Review

109 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q2 2021, worth a combined $252M — down 7.7% from $273M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of POWL and 8 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $5.02M. The largest seller was Russell Investments Group, cutting an estimated $2.51M.

  • 109 institutional investors held Powell Industries (POWL) as of Q2 2021, down from 112 in Q1 2021.
  • Funds reported $252M of Powell Industries stock for Q2 2021, down 7.7% quarter-over-quarter.
  • 8 funds opened new Powell Industries positions in Q2 2021 and 11 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q2 2021 was Brandywine Global Investment Management, an estimated $5.02M added.
  • The largest Powell Industries seller in Q2 2021 was Russell Investments Group, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2021.