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Powell Industries
POWL

106 hedge funds and large institutions have $251M invested in Powell Industries in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53.11% more ownership

Funds ownership: 209.3% → 262.4% (+53%)

1% less capital invested

Capital invested by funds: $252M → $251M (-$1.46M)

3% less funds holding

Funds holding: 109 → 106 (-3)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
33
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$64.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Franklin Resources
Franklin Resources
California
+$1.71M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.57M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$5.16M
2
Victory Capital Management
Victory Capital Management
Texas
-$3.93M
3
DIA
Dean Investment Associates
Ohio
-$2.4M
4
Goldman Sachs
Goldman Sachs
New York
-$1.79M
5
DCM
Dean Capital Management
Kansas
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.48M +$1.01M +111,996 +164%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.41M +$1.55M +172,689 New
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$1.23M -$373K -41,493 -22%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$1.2M +$1.32M +146,973 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.11M +$651K +72,351 +114%
BCM
31
Bridgeway Capital Management
Texas
$1.11M – – –
N
32
Nuveen
North Carolina
$963K -$49.3K -5,481 -4%
TA
33
Teton Advisors
New York
$822K -$202K -22,500 -18%
RB
34
Rodgers Brothers
Pennsylvania
$817K +$135K +15,000 +18%
PCM
35
Penn Capital Management
Pennsylvania
$805K +$3.24K +360 +0.4%
Federated Hermes
36
Federated Hermes
Pennsylvania
$783K -$310K -34,464 -26%
GCP
37
GSA Capital Partners
United Kingdom
$748K +$821K +91,302 New
Millennium Management
38
Millennium Management
New York
$666K +$554K +61,587 +312%
Citadel Advisors
39
Citadel Advisors
Florida
$650K +$714K +79,431 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$635K -$81.8K -9,096 -10%
Charles Schwab
41
Charles Schwab
California
$607K -$1.01M -111,984 -60%
ICM
42
Invenomic Capital Management
Massachusetts
$587K +$644K +71,658 New
PAM
43
Panagora Asset Management
Massachusetts
$521K -$714K -79,428 -56%
EGM
44
Engineers Gate Manager
New York
$491K +$297K +33,048 +123%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$447K -$39.5K -4,392 -7%
Legal & General Group
46
Legal & General Group
United Kingdom
$437K – – –
BFA
47
Bragg Financial Advisors
North Carolina
$416K -$140K -15,588 -23%
HF
48
HRT Financial
New York
$413K +$454K +50,448 New
Two Sigma Advisers
49
Two Sigma Advisers
New York
$383K +$156K +17,400 +59%
Bank of America
50
Bank of America
North Carolina
$354K +$79.5K +8,847 +26%
1
2
3 4 5

POWL Hedge Fund Activity: Q3 2021 in Review

106 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q3 2021, worth a combined $251M — down 0.58% from $252M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of POWL and 19 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 33 added.

The largest buyer was Transform Wealth, adding an estimated $64.1M. The largest seller was First Trust Advisors, exiting entirely with an estimated $5.16M sold.

  • 106 institutional investors held Powell Industries (POWL) as of Q3 2021, down from 109 in Q2 2021.
  • Funds reported $251M of Powell Industries stock for Q3 2021, down 0.58% quarter-over-quarter.
  • 19 funds opened new Powell Industries positions in Q3 2021 and 22 closed out, a net change of -3 holders.
  • The largest Powell Industries buyer in Q3 2021 was Transform Wealth, an estimated $64.1M added.
  • The largest Powell Industries seller in Q3 2021 was First Trust Advisors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2021.