We are live on ! Find out more
POWL icon

Powell Industries
POWL

103 hedge funds and large institutions have $306M invested in Powell Industries in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $251M → $306M (+$55.4M)

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

3.43% more ownership

Funds ownership: 262.4% → 265.83% (+3.4%)

3% less funds holding

Funds holding: 106 → 103 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
37
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$2.46M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.51M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47M
4
AI
Acuitas Investments
Washington
+$1.3M
5
BlackRock
BlackRock
New York
+$1.2M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.41M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.21M
3
RA
Royce & Associates
New York
-$1.14M
4
Northern Trust
Northern Trust
Illinois
-$685K
5
ICM
Invenomic Capital Management
Massachusetts
-$587K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.06M -$379K -42,228 -17%
Principal Financial Group
27
Principal Financial Group
Iowa
$1.77M -$353K -39,315 -18%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$1.75M +$279K +31,080 +21%
Ameriprise
29
Ameriprise
Minnesota
$1.7M -$75.6K -8,418 -5%
BCM
30
Bridgeway Capital Management
Texas
$1.33M – – –
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.27M -$59.2K -6,594 -5%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.21M -$241K -26,787 -18%
Millennium Management
33
Millennium Management
New York
$1.13M +$300K +33,447 +41%
N
34
Nuveen
North Carolina
$1.1M -$77K -8,577 -7%
GCP
35
GSA Capital Partners
United Kingdom
$1.08M +$164K +18,303 +20%
PCM
36
Penn Capital Management
Pennsylvania
$805K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$776K +$12.5K +1,389 +2%
Charles Schwab
38
Charles Schwab
California
$730K +$377 +42 +0.1%
Wells Fargo
39
Wells Fargo
California
$676K +$424K +47,157 +218%
TA
40
Teton Advisors
New York
$618K -$337K -37,500 -37%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$607K +$555K +61,839 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$590K +$119K +13,200 +28%
Bank of America
43
Bank of America
North Carolina
$581K +$143K +15,897 +37%
Legal & General Group
44
Legal & General Group
United Kingdom
$562K +$34K +3,783 +7%
RB
45
Rodgers Brothers
Pennsylvania
$553K -$391K -43,500 -44%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$537K – – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$486K -$415K -46,230 -48%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$423K +$122K +13,560 +46%
EGM
49
Engineers Gate Manager
New York
$422K -$154K -17,124 -29%
BFA
50
Bragg Financial Advisors
North Carolina
$416K – – –
1
2
3 4 5

POWL Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2021, worth a combined $306M — up 22% from $251M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POWL and 15 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 37 added.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.

  • 103 institutional investors held Powell Industries (POWL) as of Q4 2021, down from 106 in Q3 2021.
  • Funds reported $306M of Powell Industries stock for Q4 2021, up 22% quarter-over-quarter.
  • 15 funds opened new Powell Industries positions in Q4 2021 and 17 closed out, a net change of -2 holders.
  • The largest Powell Industries buyer in Q4 2021 was First Trust Advisors, an estimated $2.46M added.
  • The largest Powell Industries seller in Q4 2021 was Susquehanna International Group, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.