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Powell Industries

107 hedge funds and large institutions have $240M invested in Powell Industries in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,881% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $84K

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more capital invested

Capital invested by funds: $155M → $240M (+$85.3M)

27% more funds holding

Funds holding: 84107 (+23)

6.15% more ownership

Funds ownership: 187.01%193.16% (+6.1%)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
107
Holders Change
+23
Holders Change %
+27.38%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
28
Reduced
30
Closed
8
Calls
$1.66M
Puts
$84K
Net Calls
+$1.58M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$1.63M +$1.27M +138,900 New
EGI
27
EAM Global Investors
California
$1.55M +$1.21M +132,546 New
Ameriprise
28
Ameriprise
Minnesota
$1.5M -$667K -72,915 -36%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.07M +$4.47K +489 +0.5%
N
30
Nuveen
North Carolina
$1.02M -$168K -18,402 -17%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$987K +$770K +84,168 New
Charles Schwab
32
Charles Schwab
California
$882K -$9.69K -1,059 -1%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$767K -$140K -15,336 -19%
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$704K
Two Sigma Advisers
35
Two Sigma Advisers
New York
$693K -$60.4K -6,600 -10%
Legal & General Group
36
Legal & General Group
United Kingdom
$678K +$9.33K +1,020 +2%
TI
37
Trexquant Investment
Connecticut
$627K +$489K +53,481 New
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$581K -$9.69K -1,059 -2%
CSS
39
Cubist Systematic Strategies
Connecticut
$567K +$443K +48,384 New
Russell Investments Group
40
Russell Investments Group
United Kingdom
$542K -$2.94K -321 -0.7%
Jane Street
41
Jane Street
New York
$515K +$402K +43,881 New
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$514K +$401K +43,869 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$510K +$398K +43,533 New
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$490K -$5.04M -551,190 -93%
QC
45
Quadrature Capital
United Kingdom
$485K +$378K +41,361 New
HF
46
HRT Financial
New York
$473K +$370K +40,413 New
RB
47
Rodgers Brothers
Pennsylvania
$457K -$130K -14,250 -27%
Two Sigma Investments
48
Two Sigma Investments
New York
$414K +$323K +35,343 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$408K +$83K +9,072 +35%
Bank of America
50
Bank of America
North Carolina
$380K +$123K +13,431 +71%

POWL Hedge Fund Activity: Q4 2022 in Review

107 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2022, worth a combined $240M — up 55% from $155M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new POWL positions and 8 closed out — a net gain of 23 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $3.75M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $5.04M.

  • 107 institutional investors held Powell Industries (POWL) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $240M of Powell Industries stock for Q4 2022, up 55% quarter-over-quarter.
  • 31 funds opened new Powell Industries positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest Powell Industries buyer in Q4 2022 was Invesco, an estimated $3.75M added.
  • The largest Powell Industries seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $5.04M sold.

Based on aggregated 13F filings for Q4 2022.